Bank of America
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Bank of America’s Hagerty HGTY Stock Holding History

Bank of America’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
-928
Closed -$12.5K – 6231
2025
Q4 		$12.5K Sell
928
-212
-19% -$2.65K ﹤0.01% 6122
2025
Q3 		$13.7K Sell
1,140
-7,431
-87% -$82.3K ﹤0.01% 7145
2025
Q2 		$86.7K Buy
8,571
+2,726
+47% +$25.4K ﹤0.01% 6584
2025
Q1 		$52.8K Buy
5,845
+2,095
+56% +$20.3K ﹤0.01% 6728
2024
Q4 		$36.2K Sell
3,750
-38
-1% -$413 ﹤0.01% 6713
2024
Q3 		$38.5K Sell
3,788
-3,625
-49% -$40.2K ﹤0.01% 6614
2024
Q2 		$77.1K Sell
7,413
-2,746
-27% -$25.5K ﹤0.01% 6363
2024
Q1 		$93K Sell
10,159
-4,211
-29% -$35.3K ﹤0.01% 6274
2023
Q4 		$112K Sell
14,370
-9,722
-40% -$79.4K ﹤0.01% 6333
2023
Q3 		$197K Buy
24,092
+642
+3% +$5.63K ﹤0.01% 5913
2023
Q2 		$219K Buy
23,450
+16,348
+230% +$151K ﹤0.01% 5771
2023
Q1 		$62.1K Buy
7,102
+4,870
+218% +$44.4K ﹤0.01% 6431
2022
Q4 		$18.8K Sell
2,232
-30
-1% -$261 ﹤0.01% 6758
2022
Q3 		$19K Sell
2,262
-1,233
-35% -$13.9K ﹤0.01% 7051
2022
Q2 		$40K Buy
3,495
+2,783
+391% +$28.2K ﹤0.01% 6936
2022
Q1 		$7K Sell
712
-1,500,538
-100% -$21.5M ﹤0.01% 7820
2021
Q4 		$21.3M Buy
+1,501,250
New +$23.4M ﹤0.01% 2157

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

Bank of America's HGTY Position: Q1 2026 in Review

Bank of America sold out of Hagerty (HGTY) in Q1 2026, closing a stake of 928 shares — an estimated $12.5K sold.

Bank of America first reported a position in HGTY in Q4 2021 and held it in 17 quarters. The position peaked at $21.3M in Q4 2021. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Bank of America reported no remaining Hagerty position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 928 Hagerty shares in Q1 2026, an estimated $12.5K.
  • Bank of America first reported a position in Hagerty in Q4 2021 and held it in 17 quarters.
  • Bank of America's Hagerty position peaked at $21.3M in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.