CFO
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CVA Family Office’s Hagerty HGTY Stock Holding History

CVA Family Office’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 		$668 Buy
56
+41
+273% +$438 ﹤0.01% 1693
2026
Q1 		$158 Buy
+15
New +$175 ﹤0.01% 1815

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LC
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CVA Family Office's HGTY Position: Q2 2026 in Review

CVA Family Office increased its Hagerty (HGTY) stake by 273% in Q2 2026, buying an estimated $438 and bringing the position to 56 shares worth $668. The position accounts for ﹤0.01% of the portfolio, ranked #1693.

CVA Family Office first reported a position in HGTY in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • CVA Family Office held 56 shares of Hagerty worth $668 as of Q2 2026.
  • CVA Family Office bought 41 Hagerty shares in Q2 2026, an estimated $438.
  • Hagerty made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1693 holding.
  • CVA Family Office first reported a position in Hagerty in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.