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HGTY icon

Ancora Advisors’s Hagerty HGTY Stock Holding History

Ancora Advisors’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 		$28.1K Sell
2,357
-2,126
-47% -$22.7K ﹤0.01% 1225
2026
Q1 		$47.2K Hold
4,483
– – ﹤0.01% 1164
2025
Q4 		$60.3K Hold
4,483
– – ﹤0.01% 1083
2025
Q3 		$54K Sell
4,483
-232
-5% -$2.57K ﹤0.01% 1017
2025
Q2 		$47.7K Hold
4,715
– – ﹤0.01% 1036
2025
Q1 		$42.6K Hold
4,715
– – ﹤0.01% 1039
2024
Q4 		$45.5K Buy
+4,715
New +$51.3K ﹤0.01% 1014

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

Ancora Advisors's HGTY Position: Q2 2026 in Review

Ancora Advisors reduced its Hagerty (HGTY) stake by 47% in Q2 2026, selling an estimated $22.7K and leaving 2,357 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Ancora Advisors first reported a position in HGTY in Q4 2024 and has held it in 7 quarters since. The position peaked at $60.3K in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Ancora Advisors held 2,357 shares of Hagerty worth $28.1K as of Q2 2026.
  • Ancora Advisors sold 2,126 Hagerty shares in Q2 2026, an estimated $22.7K.
  • Hagerty made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1225 holding.
  • Ancora Advisors first reported a position in Hagerty in Q4 2024 and has held it in 7 quarters since.
  • Ancora Advisors's Hagerty position peaked at $60.3K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.