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
Q2 		$305K Buy
25,614
+281
+1% +$3K ﹤0.01% 3490
2026
Q1 		$267K Hold
25,333
– – ﹤0.01% 3530
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% 3754
2023
Q1 		$17.3K Buy
+1,980
New +$18.1K ﹤0.01% 4676

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Barclays's HGTY Position: Q2 2026 in Review

Barclays increased its Hagerty (HGTY) stake by 1.1% in Q2 2026, buying an estimated $3K and bringing the position to 25,614 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #3490.

Barclays first reported a position in HGTY in Q1 2023 and has held it in 14 quarters since. The position peaked at $340K in Q4 2025. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Barclays held 25,614 shares of Hagerty worth $305K as of Q2 2026.
  • Barclays bought 281 Hagerty shares in Q2 2026, an estimated $3K.
  • Hagerty made up ﹤0.01% of Barclays's portfolio in Q2 2026, its #3490 holding.
  • Barclays first reported a position in Hagerty in Q1 2023 and has held it in 14 quarters since.
  • Barclays's Hagerty position peaked at $340K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Barclays's 13F filing for Q2 2026, filed 14 Aug 2026.