Arax Advisory Partners’s Hagerty HGTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.26K Buy
441
+440
+44,000% +$4.7K ﹤0.01% 4578
2026
Q1
$11 Buy
+1
New +$12 ﹤0.01% 3741

Other funds holding HGTY

Arax Advisory Partners's HGTY Position: Q2 2026 in Review

Arax Advisory Partners increased its Hagerty (HGTY) stake by 44,000% in Q2 2026, buying an estimated $4.7K and bringing the position to 441 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #4578.

Arax Advisory Partners first reported a position in HGTY in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Arax Advisory Partners held 441 shares of Hagerty worth $5.26K as of Q2 2026.
  • Arax Advisory Partners bought 440 Hagerty shares in Q2 2026, an estimated $4.7K.
  • Hagerty made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4578 holding.
  • Arax Advisory Partners first reported a position in Hagerty in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.