Position in HGTY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$632,779
-$146,270 QoQ
Shares Held
60,093
+3.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026Bristlecone Value Partners, LLC holds $1,875,010 across 2 Insurance - Property & Casualty names. HGTY ranks #2 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
649 | $1,242,231 | |
| 2 | HGTY |
Hagerty, Inc.
This page
|
60,093 | $632,779 |
All Filings in HGTY
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||