HGTY HAGERTY INC

Ownership history in MARKEL GROUP INC.  ·  13 quarters on record

This page tracks every 13F SEC filing in which MARKEL GROUP INC. 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
0.33% (2023 Q2)
Avg. % of fund
0.29%
First filed
2001 Q2
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 3,108,000 0% 0.33% $41.8M $13.44
2025 Q3 UNCHANGED 3,108,000 0% 0.30% $37.5M $12.04
2025 Q2 UNCHANGED 3,108,000 0% 0.27% $31.4M $10.11
2025 Q1 UNCHANGED 3,108,000 0% 0.25% $28.1M $9.04
2024 Q4 ADDED 3,108,000 +108,000 +3.6% 0.26% $30.0M $9.65
2024 Q3 UNCHANGED 3,000,000 0% 0.27% $30.5M $10.17
2024 Q2 UNCHANGED 3,000,000 0% 0.31% $31.2M $10.40
2024 Q1 UNCHANGED 3,000,000 0% 0.27% $27.4M $9.15
2023 Q4 UNCHANGED 3,000,000 0% 0.25% $23.4M $7.80
2023 Q3 UNCHANGED 3,000,000 0% 0.30% $24.5M $8.17
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% of Fund (quarterly)    HGTY price (monthly, adj. close)
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