DS
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David Shaw’s Hagerty HGTY Stock Holding History

David Shaw’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 		$574K Sell
48,129
-38,425
-44% -$411K ﹤0.01% 4114
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 $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

David Shaw's HGTY Position: Q2 2026 in Review

David Shaw reduced its Hagerty (HGTY) stake by 44% in Q2 2026, selling an estimated $411K and leaving 48,129 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #4114.

David Shaw first reported a position in HGTY in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.08M in Q4 2025. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • David Shaw held 48,129 shares of Hagerty worth $574K as of Q2 2026.
  • David Shaw sold 38,425 Hagerty shares in Q2 2026, an estimated $411K.
  • Hagerty made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4114 holding.
  • David Shaw first reported a position in Hagerty in Q1 2022 and has held it in 13 quarters since.
  • David Shaw's Hagerty position peaked at $1.08M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.