DIMENSIONAL FUND ADVISORS LP

Position in HGTY — Hagerty, Inc.

CIK 354204 AUSTIN, TX

Position in HGTY

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,465,410

+$1,608,140 QoQ

Shares Held

374,615

+38.1% QoQ

Ownership

0.109%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#14

of 127 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 78% Shared 16% None 6%

Financial Services · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $7,116,773,701 across 39 Insurance - Property & Casualty names. HGTY ranks #37 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	3,555,980	$1,173,900,116
2	CB	Chubb Ltd	2,194,103	$747,618,654
3	ALL	Allstate Corp	3,071,488	$730,829,851
4	PGR	Progressive Corp/Oh/	2,445,102	$534,132,530
5	WTM	White Mountains Insurance Group Ltd	158,954	$329,573,617
6	AIZ	Assurant, Inc.	1,199,305	$322,049,369
7	CINF	Cincinnati Financial Corp	1,615,302	$299,057,009
8	ORI	Old Republic International Corp	6,994,582	$286,218,293

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,465,410	374,615	+38.1%	Shares	Sole	2026-08-11
2026-03-31	$2,857,270	271,346	+49.5%	Shares	Sole	2026-05-07
2025-12-31	$2,438,658	181,448	+50.3%	Shares	Sole	2026-02-12
2025-09-30	$1,453,792	120,747	+26.1%	Shares	Sole	2025-11-12
2025-06-30	$968,284	95,775	+10.6%	Shares	Sole	2025-08-12
2025-03-31	$782,718	86,584	+39.6%	Shares	Sole	2025-05-13
2024-12-31	$598,627	62,034	+225.3%	Shares	Sole	2025-02-13
2024-09-30	$193,910	19,067	+42.8%	Shares	Sole	2024-11-07
2024-06-30	$138,870	13,353	—	Shares	Sole	2024-08-09
No filing history on record for this holder in this stock.