UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in HGTY — Hagerty, Inc.
CIK 861177
NEW YORK, NY
Position in HGTY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$476,124
-$131,579 QoQ
Shares Held
45,216
0.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 43.45143312101911.ToString("F0")%
Shared 0.ToString("F0")%
None 56.548566878980886.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $4,456,843,319 across 43 Insurance - Property & Casualty names. HGTY ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
6,373,879 | $1,263,557,767 | |
| 2 | CB |
Chubb Ltd
|
3,409,843 | $1,111,370,125 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,724,193 | $794,592,610 | |
| 4 | ALL |
Allstate Corp
|
2,246,456 | $465,780,180 | |
| 5 | CINF |
Cincinnati Financial Corp
|
1,023,774 | $161,090,834 | |
| 6 | MKL |
Markel Group Inc.
|
77,785 | $148,885,921 | |
| 7 | WRB |
Berkley W R Corp
|
2,175,492 | $144,191,604 | |
| 8 | L |
Loews Corp
|
1,249,691 | $133,392,013 |
All Filings in HGTY
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $476,124 | 45,216 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $607,703 | 45,216 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $544,400 | 45,216 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $894,623 | 88,489 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $580,413 | 64,205 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $619,577 | 64,205 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $606,436 | 59,630 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $692,150 | 66,553 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $190,823 | 20,855 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $162,669 | 20,855 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $170,385 | 20,855 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $195,202 | 20,855 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $182,272 | 20,855 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $175,390 | 20,855 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $187,486 | 20,855 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $239,623 | 20,855 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||