CFFP
HGTY icon

Center for Financial Planning’s Hagerty HGTY Stock Holding History

Center for Financial Planning’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 		$17.9K Hold
1,503
– – ﹤0.01% 437
2026
Q1 		$15.8K Buy
1,503
+1,500
+50,000% +$17.5K ﹤0.01% 440
2025
Q4 		$41 Hold
3
– – ﹤0.01% 692
2025
Q3 		$37 Hold
3
– – ﹤0.01% 656
2025
Q2 		$31 Sell
3
-1,275
-100% -$11.9K ﹤0.01% 643
2025
Q1 		$11.6K Hold
1,278
– – ﹤0.01% 459
2024
Q4 		$12.3K Hold
1,278
– – ﹤0.01% 397
2024
Q3 		$13K Hold
1,278
– – ﹤0.01% 375
2024
Q2 		$13.3K Buy
1,278
+3
+0.2% +$28 ﹤0.01% 362
2024
Q1 		$11.7K Hold
1,275
– – ﹤0.01% 391
2023
Q4 		$9.95K Hold
1,275
– – ﹤0.01% 369
2023
Q3 		$10.4K Hold
1,275
– – ﹤0.01% 355
2023
Q2 		$11.9K Hold
1,275
– – ﹤0.01% 364
2023
Q1 		$11.1K Hold
1,275
– – ﹤0.01% 349
2022
Q4 		$10.7K Hold
1,275
– – ﹤0.01% 350
2022
Q3 		$11K Hold
1,275
– – ﹤0.01% 348
2022
Q2 		$15K Hold
1,275
– – ﹤0.01% 317
2022
Q1 		$14K Hold
1,275
– – ﹤0.01% 341
2021
Q4 		$18K Buy
+1,275
New +$19.9K ﹤0.01% 316

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

Center for Financial Planning's HGTY Position: Q2 2026 in Review

Center for Financial Planning held its Hagerty (HGTY) position steady in Q2 2026 at 1,503 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Center for Financial Planning first reported a position in HGTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $18K in Q4 2021. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Center for Financial Planning held 1,503 shares of Hagerty worth $17.9K as of Q2 2026.
  • Center for Financial Planning left its Hagerty share count unchanged in Q2 2026.
  • Hagerty made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #437 holding.
  • Center for Financial Planning first reported a position in Hagerty in Q4 2021 and has held it in 19 quarters since.
  • Center for Financial Planning's Hagerty position peaked at $18K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.