HGTY β€” HAGERTY INC

Ownership history in Garner Asset Management Corp  Β·  2 quarters on record

AI Ownership Summary

Garner Asset Management Corp reported HAGERTY INC (HGTY) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 1.37% in 2025 Q3. The latest visible filing shows HGTY at 1.37% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HGTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Garner Asset Management Corp's position in HAGERTY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HGTY was reported at 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Garner Asset Management Corp held HGTY β€” position size vs. price
% of Fund (quarterly)    HGTY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 281,825 -40,000 -12.4% 1.37% $3.4M 2025-11-10 $12.94
2025 Q1 INITIATED 321,825 β€” β€” 1.28% $2.9M 2025-05-06 $8.88

🏒 Other funds also holding HGTY

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.02%

FAQ About Garner Asset Management Corp and HGTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Garner Asset Management Corp reported owning HGTY?

Garner Asset Management Corp reported HGTY across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported HGTY position in Garner Asset Management Corp's portfolio?

The largest reported portfolio weight for HGTY was 1.37% in 2025 Q3.

What is the latest reported HGTY position on this page?

The most recent filing on this page is 2025 Q3, when Garner Asset Management Corp reported 281,825 shares, equal to 1.37% of portfolio, with an estimated market value of $3.4M.

What does the chart on this HGTY ownership page compare?

The chart compares Garner Asset Management Corp's quarterly HGTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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