Vident Advisory, LLC

Position in HGTY — Hagerty, Inc.

CIK 1744347 Alpharetta, GA

Position in HGTY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$571,484

-$166,788 QoQ

Shares Held

54,272

-1.2% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Vident Advisory, LLC holds $77,475,691 across 20 Insurance - Property & Casualty names. HGTY ranks #12 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	192,535	$38,168,137
2	CB	Chubb Ltd	31,923	$10,404,661
3	TRV	Travelers Companies, Inc.	21,823	$6,365,330
4	WRB	Berkley W R Corp	89,062	$5,903,027
5	ALL	Allstate Corp	23,842	$4,943,399
6	STC	Stewart Information Services Corp	55,554	$3,421,014
7	CINF	Cincinnati Financial Corp	10,128	$1,593,639
8	MKL	Markel Group Inc.	661	$1,265,199

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$571,484	54,272	-1.2%	Shares	Defined	2026-05-15
2025-12-31	$738,272	54,931	-8.4%	Shares	Defined	2026-02-18
2025-09-30	$721,653	59,938	+67.2%	Shares	Defined	2025-11-14
2025-06-30	$362,392	35,845	-18.9%	Shares	Defined	2025-08-14
2025-03-31	$399,748	44,220	-35.9%	Shares	Sole	2025-05-15
2024-12-31	$665,541	68,968	-3.1%	Shares	Defined	2025-02-14
2024-09-30	$723,748	71,165	+118.8%	Shares	Defined	2024-11-14
2024-06-30	$338,280	32,527	+71.0%	Shares	Defined	2024-08-14
2024-03-31	$174,069	19,024	+15.3%	Shares	Defined	2024-05-14
2023-12-31	$128,668	16,496	+13.2%	Shares	Defined	2024-02-14
2023-09-30	$119,085	14,576	—	Shares	Defined	2024-02-21
No filing history on record for this holder in this stock.