CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in HGTY — Hagerty, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in HGTY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,290,506
-$610,249 QoQ
Shares Held
217,522
+0.8% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,955,514,960 across 43 Insurance - Property & Casualty names. HGTY ranks #38 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
4,423,641 | $876,942,591 | |
| 2 | CINF |
Cincinnati Financial Corp
|
5,042,727 | $793,473,092 | |
| 3 | CB |
Chubb Ltd
|
2,287,650 | $745,613,764 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,424,700 | $415,556,496 | |
| 5 | ALL |
Allstate Corp
|
1,841,856 | $381,890,423 | |
| 6 | ORI |
Old Republic International Corp
|
6,901,189 | $275,357,441 | |
| 7 | AFG |
American Financial Group Inc
|
2,100,409 | $268,243,233 | |
| 8 | L |
Loews Corp
|
1,604,687 | $171,284,290 |
All Filings in HGTY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-09-15 | |
| 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. | ||||||