AUB
HGTY icon

Atlantic Union Bankshares’s Hagerty HGTY Stock Holding History

Atlantic Union Bankshares’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 		$1.79K Hold
150
– – ﹤0.01% 1549
2026
Q1 		$1.58K Hold
150
– – ﹤0.01% 1568
2025
Q4 		$2.02K Hold
150
– – ﹤0.01% 1503
2025
Q3 		$1.81K Hold
150
– – ﹤0.01% 1489
2025
Q2 		$1.52K Buy
+150
New +$1.4K ﹤0.01% 1107

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

Atlantic Union Bankshares's HGTY Position: Q2 2026 in Review

Atlantic Union Bankshares held its Hagerty (HGTY) position steady in Q2 2026 at 150 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Atlantic Union Bankshares first reported a position in HGTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.02K in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Atlantic Union Bankshares held 150 shares of Hagerty worth $1.79K as of Q2 2026.
  • Atlantic Union Bankshares left its Hagerty share count unchanged in Q2 2026.
  • Hagerty made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1549 holding.
  • Atlantic Union Bankshares first reported a position in Hagerty in Q2 2025 and has held it in 5 quarters since.
  • Atlantic Union Bankshares's Hagerty position peaked at $2.02K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.