Dimensional Fund Advisors
HGTY icon

Dimensional Fund Advisors’s Hagerty HGTY Stock Holding History

Dimensional Fund Advisors’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 		$4.47M Buy
374,615
+103,269
+38% +$1.1M ﹤0.01% 2569
2026
Q1 		$2.86M Buy
271,346
+89,898
+50% +$1.05M ﹤0.01% 2631
2025
Q4 		$2.44M Buy
181,448
+60,701
+50% +$758K ﹤0.01% 2697
2025
Q3 		$1.45M Buy
120,747
+24,972
+26% +$277K ﹤0.01% 2833
2025
Q2 		$968K Buy
95,775
+9,191
+11% +$85.6K ﹤0.01% 2894
2025
Q1 		$783K Buy
86,584
+24,550
+40% +$238K ﹤0.01% 2925
2024
Q4 		$599K Buy
62,034
+42,967
+225% +$467K ﹤0.01% 3003
2024
Q3 		$194K Buy
19,067
+5,714
+43% +$63.3K ﹤0.01% 3177
2024
Q2 		$139K Buy
+13,353
New +$124K ﹤0.01% 3209

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

Dimensional Fund Advisors's HGTY Position: Q2 2026 in Review

Dimensional Fund Advisors increased its Hagerty (HGTY) stake by 38% in Q2 2026, buying an estimated $1.1M and bringing the position to 374,615 shares worth $4.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

Dimensional Fund Advisors first reported a position in HGTY in Q2 2024 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Dimensional Fund Advisors held 374,615 shares of Hagerty worth $4.47M as of Q2 2026.
  • Dimensional Fund Advisors bought 103,269 Hagerty shares in Q2 2026, an estimated $1.1M.
  • Hagerty made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q2 2026, its #2569 holding.
  • Dimensional Fund Advisors first reported a position in Hagerty in Q2 2024 and has held it in 9 quarters since.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.