HGTY — HAGERTY INC

Ownership history in EntryPoint Capital, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which EntryPoint Capital, LLC reported a position in HAGERTY INC (HGTY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2025 Q3)
Avg. % of fund
0.04%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 18,571 +18,554 +109141.2% 0.09% $224K $12.04
2023 Q4 INITIATED 17 — — 0.00% $133 —
% of Fund (quarterly)    HGTY price (monthly, adj. close)

Other funds also holding HGTY

As of 2025 Q4 — sorted by position size

Greenhaven Road Investment Management, L.P. 3Y 5.92% Pembroke Management, LTD 3Y 7Y 3.09% Lincoln Capital LLC 3Y 7Y 1.98% SCHOLTZ & COMPANY, LLC 3Y 7Y 1.89% 17 CAPITAL PARTNERS, LLC 3Y 0.38% MARKEL GROUP INC. 3Y 7Y 0.33% Polar Capital Holdings Plc 3Y 0.3% Meixler Investment Management, Ltd. 3Y 0.24% Yorktown Management & Research Co Inc 3Y 7Y 0.22% GABELLI & Co INVESTMENT ADVISERS, INC. 3Y 7Y 0.21%
← Back to EntryPoint Capital, LLC Holdings