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Covestor’s Hagerty HGTY Stock Holding History

Covestor’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 		$11K Buy
+881
New +$9.42K 0.01% 1515

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Covestor's HGTY Position: Q2 2026 in Review

Covestor opened a new position in Hagerty (HGTY) in Q2 2026: 881 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #1515 among its holdings.

89 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Covestor held 881 shares of Hagerty worth $11K as of Q2 2026.
  • Hagerty was a new Covestor position in Q2 2026.
  • Hagerty made up 0.01% of Covestor's portfolio in Q2 2026, its #1515 holding.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.