Position in HGTY
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$309,502
+$309,502 QoQ
Shares Held
25,965
Ownership
0.008%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#57
of 127 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Derivatives in HGTY
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$200,059
PutShares
18,999
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Dockside LLC holds $24,905,366 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.
|
43,551 | $11,694,750 | |
| 2 | PGR |
Progressive Corp/Oh/
|
26,926 | $5,881,984 | |
| 3 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
36,678 | $2,140,161 | |
| 4 | CB |
Chubb Ltd
|
5,094 | $1,735,729 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
6,817 | $1,459,656 | |
| 6 | AFG |
American Financial Group Inc
|
8,539 | $1,194,947 | |
| 7 | BOW |
Bowhead Specialty Holdings Inc.
|
16,326 | $488,637 | |
| 8 | HGTY |
Hagerty, Inc.
This page
|
25,965 | $309,502 |
All Filings in HGTY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,502 | 25,965 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $200,059 | 18,999 | Put | Sole | 2026-05-11 | |
| 2025-12-31 | $256,744 | 19,103 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||