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Dockside LLC’s Hagerty HGTY Stock Holding History

Dockside LLC’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 		$310K Buy
+25,965
New +$278K 0.07% 178
2026
Q1 		– Sell
-19,103
Closed -$223K – 250
2025
Q4 		$257K Buy
+19,103
New +$238K 0.07% 179

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

Dockside LLC's HGTY Position: Q2 2026 in Review

Dockside LLC opened a new position in Hagerty (HGTY) in Q2 2026: 25,965 shares worth $310K. The stake represents 0.07% of the portfolio and ranks #178 among its holdings. This is a return to the name: Dockside LLC previously reported a position in HGTY as recently as Q4 2025.

Dockside LLC first reported a position in HGTY in Q4 2025 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Dockside LLC held 25,965 shares of Hagerty worth $310K as of Q2 2026.
  • Hagerty was a new Dockside LLC position in Q2 2026.
  • Hagerty made up 0.07% of Dockside LLC's portfolio in Q2 2026, its #178 holding.
  • Dockside LLC first reported a position in Hagerty in Q4 2025 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Dockside LLC's 13F filing for Q2 2026, filed 3 Aug 2026.