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
Q2 		$262K Buy
22,000
+11,100
+102% +$119K ﹤0.01% 11428
2026
Q1 		$115K Buy
+10,900
New +$127K ﹤0.01% 11896
2025
Q4 		– Sell
-29,300
Closed -$353K – 13226
2025
Q3 		$353K Sell
29,300
-38,700
-57% -$429K ﹤0.01% 9978
2025
Q2 		$687K Buy
68,000
+16,200
+31% +$151K ﹤0.01% 7880
2025
Q1 		$468K Buy
51,800
+28,400
+121% +$275K ﹤0.01% 8610
2024
Q4 		$226K Buy
23,400
+6,200
+36% +$67.5K ﹤0.01% 10232
2024
Q3 		$175K Buy
17,200
+15,100
+719% +$167K ﹤0.01% 10343
2024
Q2 		$21.8K Buy
2,100
+1,800
+600% +$16.7K ﹤0.01% 12556
2024
Q1 		$2.75K Sell
300
-200
-40% -$1.68K ﹤0.01% 13974
2023
Q4 		$3.9K Sell
500
-3,800
-88% -$31K ﹤0.01% 13547
2023
Q3 		$35.1K Sell
4,300
-17,400
-80% -$153K ﹤0.01% 12146
2023
Q2 		$203K Buy
21,700
+3,100
+17% +$28.6K ﹤0.01% 9859
2023
Q1 		$163K Buy
+18,600
New +$170K ﹤0.01% 10500
2022
Q4 		– Sell
-12,200
Closed -$110K – 15097
2022
Q3 		$110K Buy
+12,200
New +$138K ﹤0.01% 11002
2022
Q2 		– Sell
-11,300
Closed -$122K – 13361
2022
Q1 		$122K Buy
+11,300
New +$162K ﹤0.01% 12068

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

Citadel Advisors's HGTY Position: Q2 2026 in Review

Citadel Advisors increased its Hagerty (HGTY) stake by 156% in Q2 2026, buying an estimated $211K and bringing the position to 32,337 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #10520.

Citadel Advisors first reported a position in HGTY in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q3 2024. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Citadel Advisors held 32,337 shares of Hagerty worth $385K as of Q2 2026.
  • Citadel Advisors bought 19,729 Hagerty shares in Q2 2026, an estimated $211K.
  • Hagerty made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #10520 holding.
  • Citadel Advisors first reported a position in Hagerty in Q3 2022 and has held it in 14 quarters since.
  • Citadel Advisors's Hagerty position peaked at $1.29M in Q3 2024.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.