Back to CHARLES SCHWAB INVESTMENT MANAGEMENT INC CHARLES SCHWAB INVESTMENT MANAGEMENT INC

HGTYHGTY
18 quarters

Position history for CHARLES SCHWAB INVESTMENT MANAGEMENT INCCHARLES SCHWAB INVESTMENT MANAGEMENT INC's holdings in HAGERTY INC A

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 213,947 shares of HGTY (HAGERTY INC A), worth $2.6M as of 2026-Q2. The position was decreased (-1.6% shares). HGTY represents 0.0% of CHARLES SCHWAB INVESTMENT MANAGEMENT INC's portfolio.

Current Value

$2.6M

Current Shares

213,947

Total Value Change

+$1.1M

Total Shares Change

+76,644

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
213,947
-1.6%
$2.6M0.0%$11.92
0
2026-Q1
Increased
217,522
+0.8%
$2.3M0.0%$10.59
26
2025-Q4
Decreased
215,830
-0.1%
$2.9M0.0%$13.41
0
2025-Q3
Increased
216,077
+58.8%
$2.6M0.0%$11.73
37
2025-Q2
Increased
136,105
+0.3%
$1.4M0.0%$10.18
25
2025-Q1
Decreased
135,660
-3.1%
$1.2M0.0%$9.00
0
2024-Q4
Increased
140,037
+6.3%
$1.4M0.0%$9.57
27
2024-Q3
Decreased
131,779
-0.8%
$1.3M0.0%$10.42
0
2024-Q2
Decreased
132,775
-8.9%
$1.4M0.0%$10.40
0
2024-Q1
Increased
145,793
+2.6%
$1.3M0.0%$9.15
26
2023-Q4
Increased
142,098
+13.3%
$1.1M0.0%$7.80
28
2023-Q3
Decreased
125,441
-25.5%
$1M0.0%$8.17
0
2023-Q2
Increased
168,307
+2.1%
$1.6M0.0%$9.33
26
2023-Q1
Increased
164,809
+1.9%
$1.4M0.0%$8.64
26
2022-Q4
Increased
161,795
+4.5%
$1.4M0.0%$8.41
27
2022-Q3
Increased
154,824
+16.7%
$1.4M0.0%$9.26
30
2022-Q2
Decreased
132,711
-3.3%
$1.5M0.0%$11.06
0
2022-Q1
New
137,303
-
$1.5M0.0%$10.82
35

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

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