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 Q3	$1.02K	Buy	+76	New	+$975	﹤0.01%	2167
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%	-$9.7K	﹤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

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CIA

Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Blue Trust Inc's HGTY Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Hagerty (HGTY) in Q3 2026: 76 shares worth $1.02K. The stake represents ﹤0.01% of the portfolio and ranks #2167 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in HGTY as recently as Q1 2026.

Blue Trust Inc first reported a position in HGTY in Q4 2023 and has held it in 10 quarters since. The position peaked at $110K in Q3 2024. 11 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

Blue Trust Inc held 76 shares of Hagerty worth $1.02K as of Q3 2026.
Hagerty was a new Blue Trust Inc position in Q3 2026.
Hagerty made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2167 holding.
Blue Trust Inc first reported a position in Hagerty in Q4 2023 and has held it in 10 quarters since.
Blue Trust Inc's Hagerty position peaked at $110K in Q3 2024.
11 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.