Brown Advisory
HGTY icon

Brown Advisory’s Hagerty HGTY Stock Holding History

Brown Advisory’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 		$2.6M Buy
218,000
+109,000
+100% +$1.17M ﹤0.01% 671
2026
Q1 		$1.15M Hold
109,000
– – ﹤0.01% 803
2025
Q4 		$1.46M Buy
+109,000
New +$1.36M ﹤0.01% 747

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

Brown Advisory's HGTY Position: Q2 2026 in Review

Brown Advisory increased its Hagerty (HGTY) stake by 100% in Q2 2026, buying an estimated $1.17M and bringing the position to 218,000 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Brown Advisory first reported a position in HGTY in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Brown Advisory held 218,000 shares of Hagerty worth $2.6M as of Q2 2026.
  • Brown Advisory bought 109,000 Hagerty shares in Q2 2026, an estimated $1.17M.
  • Hagerty made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #671 holding.
  • Brown Advisory first reported a position in Hagerty in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.