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Blue Trust Inc’s Hagerty HGTY Stock Holding History

Blue Trust Inc’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 		– Sell
-67
Closed -$706 – 2543
2026
Q1 		$706 Buy
67
+9
+16% +$105 ﹤0.01% 2304
2025
Q4 		$780 Sell
58
-47
-45% -$587 ﹤0.01% 2331
2025
Q3 		$1.26K Hold
105
– – ﹤0.01% 2270
2025
Q2 		$1.06K Sell
105
-1,038
-91% -$9.67K ﹤0.01% 2246
2025
Q1 		$10.3K Hold
1,143
– – ﹤0.01% 1878
2024
Q4 		$11K Sell
1,143
-9,399
-89% -$102K ﹤0.01% 1801
2024
Q3 		$110K Buy
10,542
+6,758
+179% +$74.9K ﹤0.01% 1171
2024
Q2 		$34.6K Buy
+3,784
New +$35.1K ﹤0.01% 1423
2024
Q1 		– Sell
-6,978
Closed -$57K – 2426
2023
Q4 		$57K Buy
+6,978
New +$57K ﹤0.01% 877

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

Blue Trust Inc's HGTY Position: Q2 2026 in Review

Blue Trust Inc sold out of Hagerty (HGTY) in Q2 2026, closing a stake of 67 shares — an estimated $706 sold.

Blue Trust Inc first reported a position in HGTY in Q4 2023 and held it in 9 quarters. The position peaked at $110K in Q3 2024. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Blue Trust Inc reported no remaining Hagerty position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 67 Hagerty shares in Q2 2026, an estimated $706.
  • Blue Trust Inc first reported a position in Hagerty in Q4 2023 and held it in 9 quarters.
  • Blue Trust Inc's Hagerty position peaked at $110K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.