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Cloud Capital Management’s Hagerty HGTY Stock Holding History

Cloud Capital Management’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
2025
Q4 		– Sell
-2
Closed – – 708
2025
Q3 		$0 Buy
+2
New +$22 ﹤0.01% 1224

Other funds holding HGTY

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PCH
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cloud Capital Management's HGTY Position: Q4 2025 in Review

Cloud Capital Management sold out of Hagerty (HGTY) in Q4 2025, closing a stake of 2 shares.

Cloud Capital Management first reported a position in HGTY in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q4 2025.

  • Cloud Capital Management reported no remaining Hagerty position as of Q4 2025 after selling out during the quarter.
  • Cloud Capital Management sold 2 Hagerty shares in Q4 2025.
  • Cloud Capital Management first reported a position in Hagerty in Q3 2025 and held it in 1 quarter.
  • Cloud Capital Management's Hagerty position peaked at $0 in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.