Position in HGTY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,790,100
-$494,700 QoQ
Shares Held
170,000
0.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $2,266,867 across 2 Insurance - Property & Casualty names. HGTY ranks #1 (79.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HGTY |
Hagerty, Inc.
This page
|
170,000 | $1,790,100 | |
| 2 | PGR |
Progressive Corp/Oh/
|
2,405 | $476,767 |
All Filings in HGTY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,790,100 | 170,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,284,800 | 170,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,046,800 | 170,000 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||