Allworth Financial
HGTY icon

Allworth Financial’s Hagerty HGTY Stock Holding History

Allworth Financial’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
Q3 		$2.12K Buy
178
+76
+75% +$975 ﹤0.01% 4622
2026
Q2 		$1.22K Sell
102
-16
-14% -$171 ﹤0.01% 4664
2026
Q1 		$1.24K Buy
118
+87
+281% +$1.02K ﹤0.01% 4510
2025
Q4 		$417 Buy
+31
New +$387 ﹤0.01% 4567

Other funds holding HGTY

Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Lincoln Capital
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Allworth Financial's HGTY Position: Q3 2026 in Review

Allworth Financial increased its Hagerty (HGTY) stake by 75% in Q3 2026, buying an estimated $975 and bringing the position to 178 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #4622.

Allworth Financial first reported a position in HGTY in Q4 2025 and has held it in 4 quarters since. 45 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

  • Allworth Financial held 178 shares of Hagerty worth $2.12K as of Q3 2026.
  • Allworth Financial bought 76 Hagerty shares in Q3 2026, an estimated $975.
  • Hagerty made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #4622 holding.
  • Allworth Financial first reported a position in Hagerty in Q4 2025 and has held it in 4 quarters since.
  • 45 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.