Citigroup

Citigroup’s Hagerty HGTY Stock Holding History

Citigroup’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	$20.3K	Buy	1,929 +1,304	+209%	+$15.2K	﹤0.01%	4817
2025 Q4	$8.4K	Sell	625 -1,799	-74%	-$22.5K	﹤0.01%	5113
2025 Q3	$29.2K	Sell	2,424 -28,217	-92%	-$313K	﹤0.01%	4673
2025 Q2	$310K	Buy	30,641 +26,929	+725%	+$251K	﹤0.01%	3864
2025 Q1	$33.6K	Buy	3,712 +2,346	+172%	+$22.7K	﹤0.01%	4988
2024 Q4	$13.2K	Buy	1,366 +14	+1%	+$152	﹤0.01%	5336
2024 Q3	$13.8K	Buy	+1,352	New	+$15K	﹤0.01%	5240
2024 Q2	–	Sell	-6,966	Closed	-$63.7K	–	5664
2024 Q1	$63.7K	Buy	+6,966	New	+$58.3K	﹤0.01%	4508
2023 Q4	–	Sell	-45	Closed	-$368	–	5765
2023 Q3	$368	Sell	45 -584	-93%	-$5.12K	﹤0.01%	5248
2023 Q2	$5.89K	Buy	629 +2	+0.3%	+$18	﹤0.01%	5162
2023 Q1	$5.48K	Buy	627 +10	+2%	+$91	﹤0.01%	4921
2022 Q4	$5.19K	Buy	617 +7	+1%	+$61	﹤0.01%	5028
2022 Q3	$5K	Buy	610 +6	+1%	+$68	﹤0.01%	5221
2022 Q2	$7K	Sell	604 -5,065	-89%	-$51.3K	﹤0.01%	5494
2022 Q1	$61K	Buy	+5,669	New	+$81.1K	﹤0.01%	4643

Other funds holding HGTY

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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

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

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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