BFS
HGTY icon

Bare Financial Services’s Hagerty HGTY Stock Holding History

Bare Financial Services’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 		$1.79K Hold
150
– – ﹤0.01% 1161
2026
Q1 		$1.58K Sell
150
-93
-38% -$1.09K ﹤0.01% 1062
2025
Q4 		$3.27K Buy
243
+37
+18% +$462 ﹤0.01% 695
2025
Q3 		$2.48K Buy
206
+153
+289% +$1.7K ﹤0.01% 758
2025
Q2 		$536 Buy
+53
New +$494 ﹤0.01% 1100

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

Bare Financial Services's HGTY Position: Q2 2026 in Review

Bare Financial Services held its Hagerty (HGTY) position steady in Q2 2026 at 150 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Bare Financial Services first reported a position in HGTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.27K in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Bare Financial Services held 150 shares of Hagerty worth $1.79K as of Q2 2026.
  • Bare Financial Services left its Hagerty share count unchanged in Q2 2026.
  • Hagerty made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1161 holding.
  • Bare Financial Services first reported a position in Hagerty in Q2 2025 and has held it in 5 quarters since.
  • Bare Financial Services's Hagerty position peaked at $3.27K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.