Citadel Advisors
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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 		$182K Sell
17,300
-5,100
-23% -$59.5K ﹤0.01% 11505
2025
Q4 		$301K Sell
22,400
-900
-4% -$11.2K ﹤0.01% 10144
2025
Q3 		$281K Buy
+23,300
New +$258K ﹤0.01% 10532
2025
Q2 		– Sell
-3,100
Closed -$28K – 13559
2025
Q1 		$28K Sell
3,100
-3,200
-51% -$31K ﹤0.01% 12882
2024
Q4 		$60.8K Sell
6,300
-500
-7% -$5.44K ﹤0.01% 12167
2024
Q3 		$69.2K Buy
6,800
+3,500
+106% +$38.8K ﹤0.01% 11575
2024
Q2 		$34.3K Buy
3,300
+3,200
+3,200% +$29.7K ﹤0.01% 12142
2024
Q1 		$915 Hold
100
– – ﹤0.01% 14223
2023
Q4 		$780 Sell
100
-900
-90% -$7.35K ﹤0.01% 13944
2023
Q3 		$8.17K Buy
1,000
+900
+900% +$7.89K ﹤0.01% 13214
2023
Q2 		$936 Hold
100
– – ﹤0.01% 14017
2023
Q1 		$874 Buy
+100
New +$912 ﹤0.01% 14405
2022
Q3 		– Sell
-39,500
Closed -$454K – 13021
2022
Q2 		$454K Buy
+39,500
New +$400K ﹤0.01% 8858

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 $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.