CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HGTY — Hagerty, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in HGTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,550,248
+$259,742 QoQ
Shares Held
213,947
-1.6% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 127 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $5,706,996,379 across 42 Insurance - Property & Casualty names. HGTY ranks #37 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
4,783,863 | $1,045,034,872 | |
| 2 | CINF |
Cincinnati Financial Corp
|
5,482,870 | $1,015,098,550 | |
| 3 | CB |
Chubb Ltd
|
2,295,200 | $782,066,447 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,426,610 | $470,952,492 | |
| 5 | ALL |
Allstate Corp
|
1,856,753 | $441,795,808 | |
| 6 | AFG |
American Financial Group Inc
|
2,314,583 | $323,902,744 | |
| 7 | ORI |
Old Republic International Corp
|
7,495,748 | $306,726,008 | |
| 8 | L |
Loews Corp
|
1,621,124 | $183,527,447 |
All Filings in HGTY
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,550,248 | 213,947 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,290,506 | 217,522 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,900,755 | 215,830 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,601,567 | 216,077 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,376,021 | 136,105 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,226,366 | 135,660 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,351,357 | 140,037 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,340,192 | 131,779 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,380,860 | 132,775 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,334,005 | 145,793 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,108,364 | 142,098 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,024,852 | 125,441 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,575,353 | 168,307 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,440,430 | 164,809 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,360,695 | 161,795 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,391,867 | 154,824 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,524,849 | 132,711 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,481,499 | 137,303 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||