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Bristlecone Value Partners’s Hagerty HGTY Stock Holding History

Bristlecone Value Partners’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 		$716K Hold
60,093
– – 0.58% 35
2026
Q1 		$633K Buy
60,093
+2,128
+4% +$24.8K 0.56% 36
2025
Q4 		$779K Buy
+57,965
New +$723K 0.9% 24

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Bristlecone Value Partners's HGTY Position: Q2 2026 in Review

Bristlecone Value Partners held its Hagerty (HGTY) position steady in Q2 2026 at 60,093 shares worth $716K. The position accounts for 0.58% of the portfolio, ranked #35.

Bristlecone Value Partners first reported a position in HGTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $779K in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Bristlecone Value Partners held 60,093 shares of Hagerty worth $716K as of Q2 2026.
  • Bristlecone Value Partners left its Hagerty share count unchanged in Q2 2026.
  • Hagerty made up 0.58% of Bristlecone Value Partners's portfolio in Q2 2026, its #35 holding.
  • Bristlecone Value Partners first reported a position in Hagerty in Q4 2025 and has held it in 3 quarters since.
  • Bristlecone Value Partners's Hagerty position peaked at $779K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Bristlecone Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.