LPL Financial LLC

Position in HGTY — Hagerty, Inc.

CIK 1403438 FORT MILL, SC

Position in HGTY

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,487,351

-$58,773 QoQ

Shares Held

141,249

+22.8% QoQ

Ownership

0.041%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

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

Financial Services · as of Mar 31, 2026

LPL Financial LLC holds $607,212,386 across 35 Insurance - Property & Casualty names. HGTY ranks #19 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	543,222	$177,052,346
2	TRV	Travelers Companies, Inc.	389,297	$113,550,148
3	PGR	Progressive Corp/Oh/	503,744	$99,862,210
4	ALL	Allstate Corp	368,025	$76,306,303
5	CINF	Cincinnati Financial Corp	148,969	$23,440,272
6	ORI	Old Republic International Corp	474,798	$18,944,440
7	MKL	Markel Group Inc.	8,993	$17,213,230
8	WRB	Berkley W R Corp	244,510	$16,206,122

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.