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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
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

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Allworth Financial's HGTY Position: Q2 2026 in Review

Allworth Financial reduced its Hagerty (HGTY) stake by 14% in Q2 2026, selling an estimated $171 and leaving 102 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #4664.

Allworth Financial first reported a position in HGTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24K in Q1 2026. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Allworth Financial held 102 shares of Hagerty worth $1.22K as of Q2 2026.
  • Allworth Financial sold 16 Hagerty shares in Q2 2026, an estimated $171.
  • Hagerty made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4664 holding.
  • Allworth Financial first reported a position in Hagerty in Q4 2025 and has held it in 3 quarters since.
  • Allworth Financial's Hagerty position peaked at $1.24K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.