Barclays
HGTY icon

Barclays’s Hagerty HGTY Stock Holding History

Barclays’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
Q3 		$339K Sell
25,181
-433
-2% -$5.56K ﹤0.01% 3685
2026
Q2 		$305K Buy
25,614
+281
+1% +$3K ﹤0.01% 3490
2026
Q1 		$267K Hold
25,333
– – ﹤0.01% 3529
2025
Q4 		$340K Sell
25,333
-4
-0% -$50 ﹤0.01% 4068
2025
Q3 		$305K Sell
25,337
-6,456
-20% -$71.5K ﹤0.01% 4084
2025
Q2 		$321K Sell
31,793
-88
-0.3% -$820 ﹤0.01% 4012
2025
Q1 		$288K Buy
31,881
+881
+3% +$8.54K ﹤0.01% 3859
2024
Q4 		$299K Sell
31,000
-675
-2% -$7.34K ﹤0.01% 4121
2024
Q3 		$322K Buy
31,675
+5,932
+23% +$65.7K ﹤0.01% 4044
2024
Q2 		$268K Sell
25,743
-6,424
-20% -$59.6K ﹤0.01% 3405
2024
Q1 		$294K Buy
32,167
+32
+0.1% +$268 ﹤0.01% 3907
2023
Q4 		$251K Buy
32,135
+5,320
+20% +$43.4K ﹤0.01% 4319
2023
Q3 		$219K Buy
26,815
+20,341
+314% +$178K ﹤0.01% 3248
2023
Q2 		$60.6K Buy
6,474
+4,494
+227% +$41.4K ﹤0.01% 3753
2023
Q1 		$17.3K Buy
+1,980
New +$18.1K ﹤0.01% 4676

Other funds holding HGTY

Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Lincoln Capital
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Scholtz & Company
Scholtz & Company Stamford, Connecticut $190M AUM 18.38% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barclays's HGTY Position: Q3 2026 in Review

Barclays reduced its Hagerty (HGTY) stake by 1.7% in Q3 2026, selling an estimated $5.56K and leaving 25,181 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #3685.

Barclays first reported a position in HGTY in Q1 2023 and has held it in 15 quarters since. The position peaked at $340K in Q4 2025. 63 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

  • Barclays held 25,181 shares of Hagerty worth $339K as of Q3 2026.
  • Barclays sold 433 Hagerty shares in Q3 2026, an estimated $5.56K.
  • Hagerty made up ﹤0.01% of Barclays's portfolio in Q3 2026, its #3685 holding.
  • Barclays first reported a position in Hagerty in Q1 2023 and has held it in 15 quarters since.
  • Barclays's Hagerty position peaked at $340K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on Barclays's 13F filing for Q3 2026, filed 6 Nov 2026.