Ameriprise
HGTY icon

Ameriprise’s Hagerty HGTY Stock Holding History

Ameriprise’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
2025
Q3 		– Sell
-32,968
Closed -$333K – 4116
2025
Q2 		$333K Sell
32,968
-1,632
-5% -$15.2K ﹤0.01% 3663
2025
Q1 		$313K Buy
34,600
+2,250
+7% +$21.8K ﹤0.01% 3660
2024
Q4 		$312K Buy
32,350
+600
+2% +$6.53K ﹤0.01% 3707
2024
Q3 		$323K Hold
31,750
– – ﹤0.01% 3622
2024
Q2 		$330K Buy
+31,750
New +$295K ﹤0.01% 3564

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise's HGTY Position: Q3 2025 in Review

Ameriprise sold out of Hagerty (HGTY) in Q3 2025, closing a stake of 32,968 shares — an estimated $333K sold.

Ameriprise first reported a position in HGTY in Q2 2024 and held it in 5 quarters. The position peaked at $333K in Q2 2025. 98 funds tracked by Wall St. Rank hold HGTY as of Q3 2025.

  • Ameriprise reported no remaining Hagerty position as of Q3 2025 after selling out during the quarter.
  • Ameriprise sold 32,968 Hagerty shares in Q3 2025, an estimated $333K.
  • Ameriprise first reported a position in Hagerty in Q2 2024 and held it in 5 quarters.
  • Ameriprise's Hagerty position peaked at $333K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Hagerty as of Q3 2025.

Based on Ameriprise's 13F filing for Q3 2025, filed 14 Nov 2025.