Connor, Clark & Lunn Investment Management (CC&L)
HGTY icon

Connor, Clark & Lunn Investment Management (CC&L)’s Hagerty HGTY Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$824K Sell
69,127
-46,907
-40% -$501K ﹤0.01% 1248
2026
Q1 		$1.22M Sell
116,034
-30,194
-21% -$353K ﹤0.01% 1110
2025
Q4 		$1.97M Sell
146,228
-14,388
-9% -$180K 0.01% 930
2025
Q3 		$1.93M Buy
160,616
+1,547
+1% +$17.1K 0.01% 863
2025
Q2 		$1.61M Buy
159,069
+16,301
+11% +$152K 0.01% 921
2025
Q1 		$1.29M Buy
142,768
+5,667
+4% +$54.9K 0.01% 868
2024
Q4 		$1.32M Buy
137,101
+39,958
+41% +$435K 0.01% 839
2024
Q3 		$988K Buy
97,143
+76,740
+376% +$850K ﹤0.01% 894
2024
Q2 		$212K Buy
20,403
+5,340
+35% +$49.5K ﹤0.01% 1254
2024
Q1 		$138K Buy
+15,063
New +$126K ﹤0.01% 1442

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

Connor, Clark & Lunn Investment Management (CC&L)'s HGTY Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its Hagerty (HGTY) stake by 40% in Q2 2026, selling an estimated $501K and leaving 69,127 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in HGTY in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.97M in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 69,127 shares of Hagerty worth $824K as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 46,907 Hagerty shares in Q2 2026, an estimated $501K.
  • Hagerty made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1248 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Hagerty in Q1 2024 and has held it in 10 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s Hagerty position peaked at $1.97M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.