Bank of Montreal
HGTY icon

Bank of Montreal’s Hagerty HGTY Stock Holding History

Bank of Montreal’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 		$552K Buy
46,332
+13,000
+39% +$139K ﹤0.01% 2407
2026
Q1 		$351K Buy
+33,332
New +$389K ﹤0.01% 2573

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LC
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Bank of Montreal's HGTY Position: Q2 2026 in Review

Bank of Montreal increased its Hagerty (HGTY) stake by 39% in Q2 2026, buying an estimated $139K and bringing the position to 46,332 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

Bank of Montreal first reported a position in HGTY in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Bank of Montreal held 46,332 shares of Hagerty worth $552K as of Q2 2026.
  • Bank of Montreal bought 13,000 Hagerty shares in Q2 2026, an estimated $139K.
  • Hagerty made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2407 holding.
  • Bank of Montreal first reported a position in Hagerty in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.