17 Capital Partners’s Hagerty HGTY Stock Holding History

17 Capital Partners’s Portfolio HGTY Stock Details HGTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$653K	Hold	54,765	–	–	0.29%	112
2026 Q1	$577K	Sell	54,765 -235	-0.4%	-$2.74K	0.3%	113
2025 Q4	$739K	Hold	55,000	–	–	0.38%	89
2025 Q3	$662K	Hold	55,000	–	–	0.36%	90
2025 Q2	$556K	Hold	55,000	–	–	0.32%	95
2025 Q1	$497K	Hold	55,000	–	–	0.32%	93
2024 Q4	$531K	Hold	55,000	–	–	0.34%	89
2024 Q3	$559K	Buy	55,000 +5,000	+10%	+$55.4K	0.36%	83
2024 Q2	$520K	Hold	50,000	–	–	0.37%	79
2024 Q1	$458K	Hold	50,000	–	–	0.34%	76
2023 Q4	$390K	Buy	+50,000	New	+$408K	0.36%	72
2022 Q3	$450K	Hold	50,000	–	–	0.62%	60
2022 Q2	$575K	Hold	50,000	–	–	0.73%	56
2022 Q1	$540K	Buy	+50,000	New	+$715K	0.56%	64

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

17 Capital Partners's HGTY Position: Q2 2026 in Review

17 Capital Partners held its Hagerty (HGTY) position steady in Q2 2026 at 54,765 shares worth $653K. The position accounts for 0.29% of the portfolio, ranked #112.

17 Capital Partners first reported a position in HGTY in Q1 2022 and has held it in 14 quarters since. The position peaked at $739K in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

17 Capital Partners held 54,765 shares of Hagerty worth $653K as of Q2 2026.
17 Capital Partners left its Hagerty share count unchanged in Q2 2026.
Hagerty made up 0.29% of 17 Capital Partners's portfolio in Q2 2026, its #112 holding.
17 Capital Partners first reported a position in Hagerty in Q1 2022 and has held it in 14 quarters since.
17 Capital Partners's Hagerty position peaked at $739K in Q4 2025.
127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on 17 Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.