Position in HGTY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,427,567
-$917,786 QoQ
Shares Held
325,505
+0.7% QoQ
Ownership
0.095%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026SCHOLTZ & COMPANY, LLC holds $6,633,035 across 2 Insurance - Property & Casualty names. HGTY ranks #1 (51.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HGTY |
Hagerty, Inc.
This page
|
325,505 | $3,427,567 | |
| 2 | PLMR |
Palomar Holdings, Inc.
|
26,824 | $3,205,468 |
All Filings in HGTY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||