Citadel Advisors
HGTY icon

Citadel Advisors’s Hagerty HGTY Stock Holding History

Citadel Advisors’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 		$133K Sell
12,608
-25,700
-67% -$300K ﹤0.01% 11788
2025
Q4 		$515K Buy
+38,308
New +$478K ﹤0.01% 8959
2025
Q3 		– Sell
-85,836
Closed -$951K – 13327
2025
Q2 		$868K Sell
85,836
-33,292
-28% -$310K ﹤0.01% 7407
2025
Q1 		$1.08M Buy
119,128
+62,792
+111% +$609K ﹤0.01% 6798
2024
Q4 		$544K Sell
56,336
-70,458
-56% -$767K ﹤0.01% 8363
2024
Q3 		$1.29M Buy
126,794
+92,068
+265% +$1.02M ﹤0.01% 6345
2024
Q2 		$361K Sell
34,726
-13,988
-29% -$130K ﹤0.01% 8743
2024
Q1 		$446K Buy
48,714
+3,793
+8% +$31.8K ﹤0.01% 8645
2023
Q4 		$350K Sell
44,921
-8,723
-16% -$71.2K ﹤0.01% 8834
2023
Q3 		$438K Buy
53,644
+15,674
+41% +$137K ﹤0.01% 8356
2023
Q2 		$355K Buy
37,970
+37,150
+4,530% +$343K ﹤0.01% 8668
2023
Q1 		$7.17K Buy
+820
New +$7.48K ﹤0.01% 13752
2022
Q4 		– Sell
-73,224
Closed -$659K – 15098
2022
Q3 		$659K Buy
+73,224
New +$828K ﹤0.01% 7874

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 $13.1B AUM 15.62% 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 $637M AUM 40.98% 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

Citadel Advisors's HGTY Position: Q1 2026 in Review

Citadel Advisors reduced its Hagerty (HGTY) stake by 67% in Q1 2026, selling an estimated $300K and leaving 12,608 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #11788.

Citadel Advisors first reported a position in HGTY in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.29M in Q3 2024. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Citadel Advisors held 12,608 shares of Hagerty worth $133K as of Q1 2026.
  • Citadel Advisors sold 25,700 Hagerty shares in Q1 2026, an estimated $300K.
  • Hagerty made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #11788 holding.
  • Citadel Advisors first reported a position in Hagerty in Q3 2022 and has held it in 13 quarters since.
  • Citadel Advisors's Hagerty position peaked at $1.29M in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.