Position in HGTY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,026,400
+$236,300 QoQ
Shares Held
170,000
0.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#26
of 127 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $2,379,196 across 2 Insurance - Property & Casualty names. HGTY ranks #1 (85.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HGTY |
Hagerty, Inc.
This page
|
170,000 | $2,026,400 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,615 | $352,796 |
All Filings in HGTY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,026,400 | 170,000 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||