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Commonwealth Retirement Investments’s Hagerty HGTY Stock Holding History

Commonwealth Retirement Investments’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 		– Sell
-200
Closed -$2.69K – 248
2025
Q4 		$2.69K Buy
+200
New +$2.5K ﹤0.01% 387

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PCH
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T. Rowe Price Investment Management
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MG
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GRIM
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Vanguard Capital Management
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PM
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Vanguard Portfolio Management
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LC
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Commonwealth Retirement Investments's HGTY Position: Q1 2026 in Review

Commonwealth Retirement Investments sold out of Hagerty (HGTY) in Q1 2026, closing a stake of 200 shares — an estimated $2.69K sold.

Commonwealth Retirement Investments first reported a position in HGTY in Q4 2025 and held it in 1 quarter. The position peaked at $2.69K in Q4 2025. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Commonwealth Retirement Investments reported no remaining Hagerty position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Retirement Investments sold 200 Hagerty shares in Q1 2026, an estimated $2.69K.
  • Commonwealth Retirement Investments first reported a position in Hagerty in Q4 2025 and held it in 1 quarter.
  • Commonwealth Retirement Investments's Hagerty position peaked at $2.69K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.