Position in HGTY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$119,474
+$13,932 QoQ
Shares Held
10,023
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#79
of 127 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WCM INVESTMENT MANAGEMENT, LLC holds $51,377,845 across 6 Insurance - Property & Casualty names. HGTY ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
133,255 | $45,405,308 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
1,197 | $2,481,847 | |
| 3 | RLI |
Rli Corp
|
21,426 | $1,265,633 | |
| 4 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
21,406 | $1,249,040 | |
| 5 | STC |
Stewart Information Services Corp
|
12,974 | $856,543 | |
| 6 | HGTY |
Hagerty, Inc.
This page
|
10,023 | $119,474 |
All Filings in HGTY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,474 | 10,023 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $105,542 | 10,023 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $134,709 | 10,023 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||