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Greenhaven Road Investment Management, L.P.

Position in HGTY — Hagerty, Inc.

CIK 1741129 GREENWICH, CT

Position in HGTY

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$22,235,925
-$2,719,943 QoQ
Shares Held
1,865,430
-21.3% QoQ
Ownership
0.543%
of shares outstanding
% of Portfolio
14.44%
of 13F equity value
Holder Rank
#7
of 127 holders
Holding Since
Jun 2022
17 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, 2026

Greenhaven Road Investment Management, L.P. holds $22,235,925 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
1,865,430 $22,235,925

All Filings in HGTY

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $22,235,925 1,865,430
2026-03-31 $24,955,868 2,369,978
2025-12-31 $35,167,829 2,616,654
2025-09-30 $32,083,999 2,664,784
2025-06-30 $18,314,659 1,811,539
2025-03-31 $12,298,974 1,360,506
2024-12-31 $11,929,040 1,236,170
2024-09-30 $15,340,916 1,508,448
2024-06-30 $12,264,740 1,179,302
2024-03-31 $10,790,613 1,179,302
2023-12-31 $8,137,272 1,043,240
2023-09-30 $83,473 1,021,701
2023-06-30 $95,631 1,021,701
2023-03-31 $89,454 1,023,501
2022-12-31 $8,383,802 996,885
2022-09-30 $7,911,901 880,078
2022-06-30 $7,430,468 646,690