Position in HGTY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$652,798
+$76,123 QoQ
Shares Held
54,765
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#41
of 127 holders
Holding Since
Mar 2022
14 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, 202617 CAPITAL PARTNERS, LLC holds $652,798 across 1 Insurance - Property & Casualty name. HGTY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HGTY |
Hagerty, Inc.
This page
|
54,765 | $652,798 |
All Filings in HGTY
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,798 | 54,765 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $576,675 | 54,765 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $739,200 | 55,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $662,200 | 55,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $556,050 | 55,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $497,200 | 55,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $530,750 | 55,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $559,350 | 55,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $520,000 | 50,000 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $457,500 | 50,000 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $390,000 | 50,000 | Shares | Sole | 2024-01-11 | |
| 2022-09-30 | $449,500 | 50,000 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $574,500 | 50,000 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $539,500 | 50,000 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||