Position in HGTY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,258,000
+$729,750 QoQ
Shares Held
525,000
0.0% QoQ
Ownership
0.153%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#12
of 127 holders
Holding Since
Dec 2021
19 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, 2026ROYCE & ASSOCIATES LP holds $141,089,851 across 10 Insurance - Property & Casualty names. HGTY ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RLI |
Rli Corp
|
1,134,387 | $67,008,240 | |
| 2 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
307,345 | $17,933,580 | |
| 3 | WTM |
White Mountains Insurance Group Ltd
|
6,781 | $14,059,656 | |
| 4 | UFCS |
United Fire Group Inc
|
250,169 | $13,118,862 | |
| 5 | KINS |
Kingstone Companies, Inc.
|
611,067 | $11,628,605 | |
| 6 | HGTY |
Hagerty, Inc.
This page
|
525,000 | $6,258,000 | |
| 7 | DGICA |
Donegal Group Inc
|
209,183 | $3,945,191 | |
| 8 | MCY |
Mercury General Corp
|
35,263 | $3,759,741 |
All Filings in HGTY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,258,000 | 525,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,528,250 | 525,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,056,000 | 525,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,321,000 | 525,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,307,750 | 525,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,746,000 | 525,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $5,066,250 | 525,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,339,250 | 525,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $5,460,000 | 525,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,803,750 | 525,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,900,000 | 500,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,880,750 | 475,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $4,446,000 | 475,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,933,000 | 450,000 | Shares | Sole | 2023-05-23 | |
| 2022-12-31 | $3,784,500 | 450,000 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $4,045,500 | 450,000 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $5,170,500 | 450,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,855,500 | 450,000 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $4,254,000 | 300,000 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||