Hagerty (HGTY)Polar Capital Holdings Plc added to its stake +233K shares

6M

Shares reported · +233K vs prior quarter

0.22%

Disclosed portfolio weight

$63.2M

Reported value

Holdings as of

Mar 31, 2026

Filed

May 15, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Apr 13, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On April 13, 2026, Michael R. Heaton resigned from the Board of Directors (the “Board”) of Hagerty, Inc. (the “Company”), effective immediately. Mr. Heaton served on the Board as the designee of Markel Group Inc. (“Markel”) pursuant to the Investor Rights Agreement as defined and described below.”
2. May 6, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

What came next

1. Jul 15, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Effective July 15, 2026, the board of directors of Hagerty, Inc. (the “ Company ”) approved and adopted the Hagerty, Inc. Executive Severance and Change in Control Plan (the “ Severance Plan ”) and approved the new and amended and restated Employment Agreements (as defined below).”
2. Aug 5, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
3. Sep 9, 2026Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Hagerty

OQRO holds no insider, Congress, fund or contract record for Hagerty dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its HGTY page.

How this filing works

• SEC Form 13F

Other disclosures at Hagerty

• SEC Form 13F-HRFeb 13, 2026
• SEC Form 13F-HRNov 14, 2025
• SEC Form 13F-HRNov 14, 2025
• SEC Form 4Sep 24, 2025
• SEC Form 4Sep 17, 2025
• SEC Form 4Sep 17, 2025

Everything OQRO holds on this company is on its HGTY page.