LPL Financial LLC

Position in HGTY — Hagerty, Inc.

CIK 1403438 FORT MILL, SC

Position in HGTY

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,817,811

+$330,460 QoQ

Shares Held

152,501

+8.0% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#27

of 127 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. HGTY ranks #23 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	576,647	$196,486,698
2	TRV	Travelers Companies, Inc.	409,993	$135,346,889
3	PGR	Progressive Corp/Oh/	444,022	$96,996,605
4	ALL	Allstate Corp	374,144	$89,023,823
5	CINF	Cincinnati Financial Corp	150,719	$27,904,115
6	ORI	Old Republic International Corp	426,745	$17,462,405
7	MKL	Markel Group Inc.	8,779	$17,145,474
8	WRB	Berkley W R Corp	231,781	$16,347,513

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,817,811	152,501	+8.0%	Shares	Sole	2026-08-07
2026-03-31	$1,487,351	141,249	+22.8%	Shares	Sole	2026-05-06
2025-12-31	$1,546,124	115,039	+3.0%	Shares	Sole	2026-02-11
2025-09-30	$1,345,084	111,718	-3.3%	Shares	Sole	2025-11-12
2025-06-30	$1,167,533	115,483	-0.1%	Shares	Sole	2025-08-12
2025-03-31	$1,045,186	115,618	+0.5%	Shares	Sole	2025-05-07
2024-12-31	$1,110,695	115,098	-0.2%	Shares	Sole	2025-02-11
2024-09-30	$1,172,580	115,298	-0.2%	Shares	Sole	2024-11-08
2024-06-30	$1,201,522	115,531	-1.4%	Shares	Sole	2024-08-07
2024-03-31	$1,071,748	117,131	+8.3%	Shares	Sole	2024-05-10
2023-12-31	$843,421	108,131	+13.7%	Shares	Sole	2024-02-14
2023-09-30	$777,016	95,106	+14.7%	Shares	Sole	2023-11-13
2023-06-30	$776,075	82,914	+42.7%	Shares	Sole	2023-07-31
2023-03-31	$507,925	58,115	+90.2%	Shares	Sole	2023-05-10
2022-12-31	$257,026	30,562	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.