ACM
HGTY icon

Aster Capital Management’s Hagerty HGTY Stock Holding History

Aster Capital Management’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 		– Sell
-68
Closed -$914 – 1056
2025
Q4 		$914 Sell
68
-107
-61% -$1.33K ﹤0.01% 1004
2025
Q3 		$2.11K Buy
175
+101
+136% +$1.12K ﹤0.01% 872
2025
Q2 		$748 Buy
+74
New +$690 ﹤0.01% 966
2024
Q4 		– Sell
-40
Closed -$407 – 1278
2024
Q3 		$407 Buy
+40
New +$443 ﹤0.01% 1052

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 $13.1B AUM 15.62% 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 $637M AUM 40.98% 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

Aster Capital Management's HGTY Position: Q1 2026 in Review

Aster Capital Management sold out of Hagerty (HGTY) in Q1 2026, closing a stake of 68 shares — an estimated $914 sold.

Aster Capital Management first reported a position in HGTY in Q3 2024 and held it in 4 quarters. The position peaked at $2.11K in Q3 2025. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Aster Capital Management reported no remaining Hagerty position as of Q1 2026 after selling out during the quarter.
  • Aster Capital Management sold 68 Hagerty shares in Q1 2026, an estimated $914.
  • Aster Capital Management first reported a position in Hagerty in Q3 2024 and held it in 4 quarters.
  • Aster Capital Management's Hagerty position peaked at $2.11K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.