Citigroup
HGTY icon

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
Q2 		$17.5K Sell
1,471
-458
-24% -$4.9K ﹤0.01% 5171
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

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

Citigroup's HGTY Position: Q2 2026 in Review

Citigroup reduced its Hagerty (HGTY) stake by 24% in Q2 2026, selling an estimated $4.9K and leaving 1,471 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #5171.

Citigroup first reported a position in HGTY in Q1 2022 and has held it in 16 quarters since. The position peaked at $310K in Q2 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Citigroup held 1,471 shares of Hagerty worth $17.5K as of Q2 2026.
  • Citigroup sold 458 Hagerty shares in Q2 2026, an estimated $4.9K.
  • Hagerty made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #5171 holding.
  • Citigroup first reported a position in Hagerty in Q1 2022 and has held it in 16 quarters since.
  • Citigroup's Hagerty position peaked at $310K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.