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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 		– Sell
-18,999
Closed -$200K – 256
2026
Q1 		$200K Buy
+18,999
New +$222K 0.05% 176

Other funds holding HGTY

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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. 30 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.
  • 30 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.