Avion Wealth’s Hagerty HGTY Stock Holding History

Avion Wealth’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	-50	Closed	–	–	1396
2025 Q4	$0	Hold	50	–	–	﹤0.01%	1383
2025 Q3	$0	Buy	+50	New	+$554	﹤0.01%	1345

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 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

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Avion Wealth's HGTY Position: Q1 2026 in Review

Avion Wealth sold out of Hagerty (HGTY) in Q1 2026, closing a stake of 50 shares.

Avion Wealth first reported a position in HGTY in Q3 2025 and held it in 2 quarters. The position peaked at $0 in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

Avion Wealth reported no remaining Hagerty position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 50 Hagerty shares in Q1 2026.
Avion Wealth first reported a position in Hagerty in Q3 2025 and held it in 2 quarters.
Avion Wealth's Hagerty position peaked at $0 in Q4 2025.
116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.