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Clearstead Advisors’s Hagerty HGTY Stock Holding History

Clearstead 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 		$156 Buy
+13
New +$139 ﹤0.01% 3263
2025
Q4 		– Sell
-1,127
Closed -$13.6K – 2961
2025
Q3 		$13.6K Buy
+1,127
New +$12.5K ﹤0.01% 1815

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

Clearstead Advisors's HGTY Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Hagerty (HGTY) in Q2 2026: 13 shares worth $156. The stake represents ﹤0.01% of the portfolio and ranks #3263 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in HGTY as recently as Q3 2025.

Clearstead Advisors first reported a position in HGTY in Q3 2025 and has held it in 2 quarters since. The position peaked at $13.6K in Q3 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Clearstead Advisors held 13 shares of Hagerty worth $156 as of Q2 2026.
  • Hagerty was a new Clearstead Advisors position in Q2 2026.
  • Hagerty made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3263 holding.
  • Clearstead Advisors first reported a position in Hagerty in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Hagerty position peaked at $13.6K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.