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 Jun 30, 2026
· filed Aug 13, 2026
Position Value
$522,906
+$46,782 QoQ
Shares Held
43,868
-3.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 127 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $3,912,095,328 across 42 Insurance - Property & Casualty names. HGTY ranks #34 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
6,784,205 | $1,482,009,576 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,504,288 | $826,715,548 | |
| 3 | ALL |
Allstate Corp
|
2,167,998 | $515,853,438 | |
| 4 | CB |
Chubb Ltd
|
689,209 | $234,841,074 | |
| 5 | CINF |
Cincinnati Financial Corp
|
1,013,600 | $187,657,898 | |
| 6 | MKL |
Markel Group Inc.
|
77,952 | $152,241,031 | |
| 7 | WRB |
Berkley W R Corp
|
2,041,622 | $143,995,595 | |
| 8 | L |
Loews Corp
|
1,204,563 | $136,368,573 |
All Filings in HGTY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,906 | 43,868 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||