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
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 $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 $13.1B AUM 15.62% 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 $637M AUM 40.98% 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

Dimensional Fund Advisors's HGTY Position: Q1 2026 in Review

Dimensional Fund Advisors increased its Hagerty (HGTY) stake by 50% in Q1 2026, buying an estimated $1.05M and bringing the position to 271,346 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Dimensional Fund Advisors first reported a position in HGTY in Q2 2024 and has held it in 8 quarters since. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Dimensional Fund Advisors held 271,346 shares of Hagerty worth $2.86M as of Q1 2026.
  • Dimensional Fund Advisors bought 89,898 Hagerty shares in Q1 2026, an estimated $1.05M.
  • Hagerty made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q1 2026, its #2631 holding.
  • Dimensional Fund Advisors first reported a position in Hagerty in Q2 2024 and has held it in 8 quarters since.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.