National Philanthropic Trust

Position in HGTY — Hagerty, Inc.

CIK 1785342 Jenkintown, PA

Position in HGTY

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

Position Value

$1,579,500

-$436,500 QoQ

Shares Held

150,000

0.0% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

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

Financial Services · as of Mar 31, 2026

National Philanthropic Trust holds $3,328,983 across 3 Insurance - Property & Casualty names. HGTY ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HGTY	Hagerty, Inc. This page	150,000	$1,579,500
2	WRB	Berkley W R Corp	17,539	$1,162,484
3	CB	Chubb Ltd	1,801	$586,999

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,579,500	150,000	0.0%	Shares	Sole	2026-05-15
2025-12-31	$2,016,000	150,000	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.