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
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 $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

Brown Advisory's HGTY Position: Q1 2026 in Review

Brown Advisory held its Hagerty (HGTY) position steady in Q1 2026 at 109,000 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Brown Advisory first reported a position in HGTY in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.46M in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Brown Advisory held 109,000 shares of Hagerty worth $1.15M as of Q1 2026.
  • Brown Advisory left its Hagerty share count unchanged in Q1 2026.
  • Hagerty made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #803 holding.
  • Brown Advisory first reported a position in Hagerty in Q4 2025 and has held it in 2 quarters since.
  • Brown Advisory's Hagerty position peaked at $1.46M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.