Position in HGTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$716,308
+$83,529 QoQ
Shares Held
60,093
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#40
of 127 holders
Holding Since
Dec 2025
3 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, 2026Bristlecone Value Partners, LLC holds $1,993,576 across 2 Insurance - Property & Casualty names. HGTY ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
654 | $1,277,268 | |
| 2 | HGTY |
Hagerty, Inc.
This page
|
60,093 | $716,308 |
All Filings in HGTY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,308 | 60,093 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $632,779 | 60,093 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $779,049 | 57,965 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||