Position in HGTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,301,232
+$1,174,046 QoQ
Shares Held
276,949
+37.1% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#18
of 127 holders
Holding Since
Sep 2025
4 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, 2026Gillson Capital LP holds $273,182,489 across 8 Insurance - Property & Casualty names. HGTY ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIZ |
Assurant, Inc.
|
464,516 | $124,736,481 | |
| 2 | PGR |
Progressive Corp/Oh/
|
321,100 | $70,144,295 | |
| 3 | CB |
Chubb Ltd
|
54,339 | $18,515,470 | |
| 4 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
311,537 | $18,178,183 | |
| 5 | AFG |
American Financial Group Inc
|
124,290 | $17,393,142 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
73,178 | $15,668,873 | |
| 7 | BOW |
Bowhead Specialty Holdings Inc.
|
175,236 | $5,244,813 | |
| 8 | HGTY |
Hagerty, Inc.
This page
|
276,949 | $3,301,232 |
All Filings in HGTY
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,301,232 | 276,949 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,127,186 | 202,012 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,715,041 | 202,012 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,107,000 | 175,000 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||