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CONFLUENCE INVESTMENT MANAGEMENT LLC → HGTY
CONFLUENCE INVESTMENT MANAGEMENT LLC HGTY Position History
Hagerty, Inc.
Quarters held
12
Latest value
$31K
Q3 2026
Peak value
$2.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q3 2025 | $116K |
| Q3 2025 | $511K |
| Q4 2025 | $2.2M |
| Q4 2025 | $60K |
| Q4 2025 | $361K |
| Q1 2026 | $1.5M |
| Q1 2026 | $29K |
| Q2 2026 | $1.5M |
| Q2 2026 | $27K |
| Q3 2026 | $1.3M |
| Q3 2026 | $31K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $31K | 2.3K | — | — |
| Q3 2026 | $1.3M | 99.5K | — | — |
| Q2 2026 | $27K | 2.3K | — | — |
| Q2 2026 | $1.5M | 129.8K | — | — |
| Q1 2026 | $29K | 2.7K | — | — |
| Q1 2026 | $1.5M | 138.1K | — | — |
| Q4 2025 | $361K | 26.8K | — | — |
| Q4 2025 | $60K | 4.5K | — | — |
| Q4 2025 | $2.2M | 165.6K | — | — |
| Q3 2025 | $511K | 42.5K | — | — |
| Q3 2025 | $116K | 9.6K | — | — |
| Q3 2025 | $2.4M | 200.4K | — | — |