Carson Wealth (CWM LLC)’s Hagerty HGTY Stock Holding History

Carson Wealth (CWM LLC)’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	$3.32K	Buy	315 +43	+16%	+$502	﹤0.01%	5156
2025 Q4	$4K	Buy	+272	New	+$3.4K	﹤0.01%	4891
2023 Q3	–	Sell	-1,970	Closed	-$18K	–	4311
2023 Q2	$18K	Sell	1,970 -310	-14%	-$2.86K	﹤0.01%	2710
2023 Q1	$20K	Buy	2,280 +310	+16%	+$2.83K	﹤0.01%	2507
2022 Q4	$17K	Hold	1,970	–	–	﹤0.01%	2476
2022 Q3	$18K	Hold	1,970	–	–	﹤0.01%	2290
2022 Q2	$23K	Buy	+1,970	New	+$19.9K	﹤0.01%	2031
2022 Q1	–	Sell	-1,970	Closed	-$28K	–	3653
2021 Q4	$28K	Buy	+1,970	New	+$30.8K	﹤0.01%	1808

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HGTY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hagerty (HGTY) stake by 16% in Q1 2026, buying an estimated $502 and bringing the position to 315 shares worth $3.32K. The position accounts for ﹤0.01% of the portfolio, ranked #5156.

Carson Wealth (CWM LLC) first reported a position in HGTY in Q4 2021 and has held it in 8 quarters since. The position peaked at $28K in Q4 2021. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

Carson Wealth (CWM LLC) held 315 shares of Hagerty worth $3.32K as of Q1 2026.
Carson Wealth (CWM LLC) bought 43 Hagerty shares in Q1 2026, an estimated $502.
Hagerty made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5156 holding.
Carson Wealth (CWM LLC) first reported a position in Hagerty in Q4 2021 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Hagerty position peaked at $28K in Q4 2021.
117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.