Position in HGTY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$78,975
-$21,825 QoQ
Shares Held
7,500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CAZ INVESTMENTS LP holds $97,217 across 2 Insurance - Property & Casualty names. HGTY ranks #1 (81.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HGTY |
Hagerty, Inc.
This page
|
7,500 | $78,975 | |
| 2 | HIPO |
Hippo Holdings Inc.
|
700 | $18,242 |
All Filings in HGTY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $78,975 | 7,500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $100,800 | 7,500 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $120,400 | 10,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $101,100 | 10,000 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $90,400 | 10,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $96,500 | 10,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $254,250 | 25,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $156,000 | 15,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $137,250 | 15,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $117,000 | 15,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $122,550 | 15,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $140,400 | 15,000 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $131,100 | 15,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $252,300 | 30,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $134,850 | 15,000 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $172,350 | 15,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $107,900 | 10,000 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||