Position in HGTY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$11,605,919
+$1,595,554 QoQ
Shares Held
973,651
+2.4% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
2.44%
of 13F equity value
Holder Rank
#1
of 6 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Lincoln Capital LLC holds $55,398,007 across 6 Insurance - Property & Casualty names. HGTY ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
17,862 | $34,884,664 | |
| 2 | HGTY |
Hagerty, Inc.
This page
|
973,651 | $11,605,919 | |
| 3 | TRV |
Travelers Companies, Inc.
|
11,218 | $3,703,286 | |
| 4 | CB |
Chubb Ltd
|
8,763 | $2,985,904 | |
| 5 | CINF |
Cincinnati Financial Corp
|
9,813 | $1,816,778 | |
| 6 | WRB |
Berkley W R Corp
|
5,692 | $401,456 |
All Filings in HGTY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,605,919 | 973,651 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $10,010,365 | 950,652 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,924,811 | 812,858 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $9,480,139 | 787,387 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,139,893 | 607,309 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,019,785 | 555,286 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,771,876 | 494,495 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $4,713,052 | 463,427 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,481,817 | 430,944 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $3,847,986 | 420,545 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,564,351 | 328,763 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,276,349 | 278,623 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,601,125 | 277,898 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,429,947 | 278,026 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,972,615 | 234,556 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,208,687 | 134,448 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $540,409 | 47,033 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||