Yorktown Management & Research Co Inc

Position in HGTY — Hagerty, Inc.

CIK 1313559 Forest, VA

Position in HGTY

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$211,653

-$58,491 QoQ

Shares Held

20,100

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Yorktown Management & Research Co Inc holds $954,446 across 4 Insurance - Property & Casualty names. HGTY ranks #4 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCI	HCI Group, Inc.	1,800	$278,298
2	PLMR	Palomar Holdings, Inc.	2,000	$239,000
3	KNSL	Kinsale Capital Group, Inc.	660	$225,495
4	HGTY	Hagerty, Inc. This page	20,100	$211,653

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$211,653	20,100	0.0%	Shares	Sole	2026-04-20
2025-12-31	$270,144	20,100	—	Shares	Sole	2026-01-23
No filing history on record for this holder in this stock.