MORGAN STANLEY

Position in HGTY — Hagerty, Inc.

CIK 895421 NEW YORK, NY

Position in HGTY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$3,129,008

-$1,344,077 QoQ

Shares Held

297,152

-10.7% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 86.62031552875297.ToString("F0")% Shared 0.ToString("F0")% None 13.379684471247039.ToString("F0")%

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $8,464,749,214 across 45 Insurance - Property & Casualty names. HGTY ranks #38 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	8,848,177	$1,754,062,598
2	CB	Chubb Ltd	5,025,601	$1,637,994,125
3	TRV	Travelers Companies, Inc.	3,572,486	$1,042,022,709
4	ALL	Allstate Corp	3,737,330	$774,897,995
5	WRB	Berkley W R Corp	10,412,465	$690,138,173
6	MKL	Markel Group Inc.	357,087	$683,489,470
7	CINF	Cincinnati Financial Corp	1,881,500	$296,054,018
8	L	Loews Corp	2,138,854	$228,301,271

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,129,008	297,152	-10.7%	Shares	Defined	2026-05-15
2025-12-31	$4,473,085	332,819	+43.9%	Shares	Defined	2026-05-27
2025-09-30	$2,784,452	231,267	+208.5%	Shares	Defined	2026-05-27
2025-06-30	$757,974	74,973	+14.0%	Shares	Defined	2025-08-15
2025-03-31	$594,640	65,779	-8.9%	Shares	Defined	2025-05-15
2024-12-31	$696,776	72,205	+8.2%	Shares	Defined	2025-05-15
2024-09-30	$678,662	66,732	+30.5%	Shares	Defined	2025-05-14
2024-06-30	$531,729	51,128	-63.8%	Shares	Defined	2025-05-14
2024-03-31	$1,293,441	141,360	+9.1%	Shares	Defined	2024-10-17
2023-12-31	$1,010,667	129,573	+174.9%	Shares	Defined	2024-08-16
2023-09-30	$385,107	47,137	+20.7%	Shares	Defined	2023-11-15
2023-06-30	$365,544	39,054	-5.3%	Shares	Defined	2023-08-14
2023-03-31	$360,312	41,226	-37.9%	Shares	Defined	2023-05-15
2022-12-31	$558,403	66,398	-45.8%	Shares	Defined	2023-02-14
2022-09-30	$1,101,317	122,505	+8.7%	Shares	Defined	2022-11-14
2022-06-30	$1,294,371	112,652	-8.8%	Shares	Defined	2022-10-27
2022-03-31	$1,332,801	123,522	+165.3%	Shares	Defined	2022-10-27
2021-12-31	$660,135	46,554	—	Shares	Defined	2022-02-14
No filing history on record for this holder in this stock.