SEC 13F Intelligence

Scholtz & Company, LLC / HGTY

Scholtz & Company, LLC’s Hagerty Inc Position

Does Scholtz & Company, LLC own Hagerty Inc (HGTY)? Yes325.5K shares worth $3M (+1.75% of its 13F portfolio) as of Q1 2026, up from 323.3K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
325.5K
% of Portfolio
+1.75%
Quarters Held
4
currently held

Position History HGTY

Reported value by quarter
Q2 ’25: $2MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026325.5K$3M+1.75%
Q4 2025323.3K$4M+1.89%
Q3 2025325.1K$4M+1.72%
Q2 2025240.3K$2M+1.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Scholtz & Company, LLC’s full portfolio or all institutional holders of HGTY.