Creative Capital Management Investments’s Hagerty HGTY Stock Holding History

Creative Capital Management 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 Q2	$143	Buy	+12	New	+$128	﹤0.01%	1416

Other funds holding HGTY

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Creative Capital Management Investments's HGTY Position: Q2 2026 in Review

Creative Capital Management Investments opened a new position in Hagerty (HGTY) in Q2 2026: 12 shares worth $143. The stake represents ﹤0.01% of the portfolio and ranks #1416 among its holdings.

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

Creative Capital Management Investments held 12 shares of Hagerty worth $143 as of Q2 2026.
Hagerty was a new Creative Capital Management Investments position in Q2 2026.
Hagerty made up ﹤0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #1416 holding.
17 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.