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
Q1 		$351K Buy
+33,332
New +$389K ﹤0.01% 2573

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PCH
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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 $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
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 Montreal's HGTY Position: Q1 2026 in Review

Bank of Montreal opened a new position in Hagerty (HGTY) in Q1 2026: 33,332 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #2573 among its holdings.

117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Bank of Montreal held 33,332 shares of Hagerty worth $351K as of Q1 2026.
  • Hagerty was a new Bank of Montreal position in Q1 2026.
  • Hagerty made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2573 holding.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

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