BHWM
HGTY icon

Bay Harbor Wealth Management’s Hagerty HGTY Stock Holding History

Bay Harbor Wealth Management’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 		$31 Sell
3
-1
-25% -$12 ﹤0.01% 1271
2025
Q4 		$53 Buy
4
+1
+33% +$12 ﹤0.01% 1263
2025
Q3 		$36 Buy
3
+1
+50% +$11 ﹤0.01% 1252
2025
Q2 		$20 Buy
2
+1
+100% +$9 ﹤0.01% 1246
2025
Q1 		$9 Buy
+1
New +$10 ﹤0.01% 1140

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
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 $691M AUM 27.96% 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

Bay Harbor Wealth Management's HGTY Position: Q1 2026 in Review

Bay Harbor Wealth Management reduced its Hagerty (HGTY) stake by 25% in Q1 2026, selling an estimated $12 and leaving 3 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Bay Harbor Wealth Management first reported a position in HGTY in Q1 2025 and has held it in 5 quarters since. The position peaked at $53 in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Bay Harbor Wealth Management held 3 shares of Hagerty worth $31 as of Q1 2026.
  • Bay Harbor Wealth Management sold 1 Hagerty share in Q1 2026, an estimated $12.
  • Hagerty made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #1271 holding.
  • Bay Harbor Wealth Management first reported a position in Hagerty in Q1 2025 and has held it in 5 quarters since.
  • Bay Harbor Wealth Management's Hagerty position peaked at $53 in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.