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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
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

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MG
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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Allworth Financial's HGTY Position: Q1 2026 in Review

Allworth Financial increased its Hagerty (HGTY) stake by 281% in Q1 2026, buying an estimated $1.02K and bringing the position to 118 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #4510.

Allworth Financial first reported a position in HGTY in Q4 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Allworth Financial held 118 shares of Hagerty worth $1.24K as of Q1 2026.
  • Allworth Financial bought 87 Hagerty shares in Q1 2026, an estimated $1.02K.
  • Hagerty made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4510 holding.
  • Allworth Financial first reported a position in Hagerty in Q4 2025 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.