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 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 $127B AUM 32.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

17 Capital Partners's HGTY Position: Q1 2026 in Review

17 Capital Partners reduced its Hagerty (HGTY) stake by 0.43% in Q1 2026, selling an estimated $2.74K and leaving 54,765 shares worth $577K. The position accounts for 0.3% of the portfolio, ranked #113.

17 Capital Partners first reported a position in HGTY in Q1 2022 and has held it in 13 quarters since. The position peaked at $739K in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

17 Capital Partners held 54,765 shares of Hagerty worth $577K as of Q1 2026.
17 Capital Partners sold 235 Hagerty shares in Q1 2026, an estimated $2.74K.
Hagerty made up 0.3% of 17 Capital Partners's portfolio in Q1 2026, its #113 holding.
17 Capital Partners first reported a position in Hagerty in Q1 2022 and has held it in 13 quarters since.
17 Capital Partners's Hagerty position peaked at $739K in Q4 2025.
116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on 17 Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.