Back to DIMENSIONAL FUND ADVISORS LP DIMENSIONAL FUND ADVISORS LP

HGTYHGTY
9 quarters

Position history for DIMENSIONAL FUND ADVISORS LPDIMENSIONAL FUND ADVISORS LP's holdings in HAGERTY INC A

DIMENSIONAL FUND ADVISORS LP holds 374,615 shares of HGTY (HAGERTY INC A), worth $4.5M as of 2026-Q2. The position was increased (+38.1% shares). HGTY represents 0.0% of DIMENSIONAL FUND ADVISORS LP's portfolio.

Current Value

$4.5M

Current Shares

374,615

Total Value Change

+$4.3M

Total Shares Change

+361,262

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
374,615
+38.1%
$4.5M0.0%$11.92
35
2026-Q1
Increased
271,346
+49.5%
$2.9M0.0%$10.59
36
2025-Q4
Increased
181,448
+50.3%
$2.4M0.0%$13.41
36
2025-Q3
Increased
120,747
+26.1%
$1.5M0.0%$11.73
31
2025-Q2
Increased
95,775
+10.6%
$968,3620.0%$10.18
28
2025-Q1
Increased
86,584
+39.6%
$782,7190.0%$9.00
33
2024-Q4
Increased
62,034
+225.3%
$598,6280.0%$9.57
39
2024-Q3
Increased
19,067
+42.8%
$193,9120.0%$10.42
21
2024-Q2
New
13,353
-
$138,8720.0%$10.40
34

Other major holders of HGTY: STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

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