Scholtz & Company, LLC
- SEC CIK
- 0001606134
- Latest filing
- Aug 11, 2026
HGTY holding history
Hagerty, Inc. in every 13F filed by Scholtz & Company, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HGTY overviewAll 13F holders of HGTYFull Q2 2026 holdings
- Shares (Q2 2026)
- 308,405
- Value
- $3.68M
- % of portfolio
- 1.8%
- Quarters held
- 5
- Since Q2 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 308,405 | $3.68M | 1.8% | −17,100−5.3% | Reduced | Holders |
| Q1 2026 | 325,505 | $3.43M | 1.8% | +2,190+0.7% | Added | Holders |
| Q4 2025 | 323,315 | $4.35M | 1.9% | −1,750−0.5% | Reduced | Holders |
| Q3 2025 | 325,065 | $3.91M | 1.7% | +84,775+35.3% | Added | Holders |
| Q2 2025 | 240,290 | $2.43M | 1.1% | +240,290 | New | Holders |