D.E. Shaw & Co
HGTY icon

D.E. Shaw & Co’s Hagerty HGTY Stock Holding History

D.E. Shaw & Co’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 		$911K Buy
86,554
+6,174
+8% +$72.1K ﹤0.01% 3501
2025
Q4 		$1.08M Buy
80,380
+101
+0.1% +$1.26K ﹤0.01% 3493
2025
Q3 		$967K Buy
80,279
+21,081
+36% +$234K ﹤0.01% 3482
2025
Q2 		$598K Buy
59,198
+36,647
+163% +$341K ﹤0.01% 3556
2025
Q1 		$204K Sell
22,551
-6,786
-23% -$65.8K ﹤0.01% 3925
2024
Q4 		$283K Sell
29,337
-12,421
-30% -$135K ﹤0.01% 3921
2024
Q3 		$425K Buy
41,758
+14,718
+54% +$163K ﹤0.01% 3793
2024
Q2 		$281K Buy
27,040
+28
+0.1% +$260 ﹤0.01% 3930
2024
Q1 		$247K Buy
27,012
+13,383
+98% +$112K ﹤0.01% 3824
2023
Q4 		$106K Buy
+13,629
New +$111K ﹤0.01% 3968
2023
Q1 		– Sell
-17,403
Closed -$146K – 4616
2022
Q4 		$146K Buy
+17,403
New +$151K ﹤0.01% 4320
2022
Q2 		– Sell
-10,142
Closed -$109K – 5505
2022
Q1 		$109K Buy
+10,142
New +$145K ﹤0.01% 4985

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

D.E. Shaw & Co's HGTY Position: Q1 2026 in Review

D.E. Shaw & Co increased its Hagerty (HGTY) stake by 7.7% in Q1 2026, buying an estimated $72.1K and bringing the position to 86,554 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #3501.

D.E. Shaw & Co first reported a position in HGTY in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.08M in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • D.E. Shaw & Co held 86,554 shares of Hagerty worth $911K as of Q1 2026.
  • D.E. Shaw & Co bought 6,174 Hagerty shares in Q1 2026, an estimated $72.1K.
  • Hagerty made up ﹤0.01% of D.E. Shaw & Co's portfolio in Q1 2026, its #3501 holding.
  • D.E. Shaw & Co first reported a position in Hagerty in Q1 2022 and has held it in 12 quarters since.
  • D.E. Shaw & Co's Hagerty position peaked at $1.08M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.