Action Point Financial Planning’s Hagerty HGTY Stock Holding History

Action Point Financial Planning’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	$847	Buy	+72	New	+$770	﹤0.01%	2526

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

Action Point Financial Planning's HGTY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Hagerty (HGTY) in Q2 2026: 72 shares worth $847. The stake represents ﹤0.01% of the portfolio and ranks #2526 among its holdings.

126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

Action Point Financial Planning held 72 shares of Hagerty worth $847 as of Q2 2026.
Hagerty was a new Action Point Financial Planning position in Q2 2026.
Hagerty made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2526 holding.
126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.