Position in HGTY
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,676,187
+$248,620 QoQ
Shares Held
308,405
-5.3% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#16
of 127 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SCHOLTZ & COMPANY, LLC holds $6,931,487 across 2 Insurance - Property & Casualty names. HGTY ranks #1 (53.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HGTY |
Hagerty, Inc.
This page
|
308,405 | $3,676,187 | |
| 2 | PLMR |
Palomar Holdings, Inc.
|
25,756 | $3,255,300 |
All Filings in HGTY
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,676,187 | 308,405 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,427,567 | 325,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,345,353 | 323,315 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,913,782 | 325,065 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,429,331 | 240,290 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||