E. Ohman J:or Asset Management’s Hagerty HGTY Stock Holding History

E. Ohman J:or Asset Management’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	$550K	Buy	46,106 +469	+1%	+$5.01K	0.01%	401
2026 Q1	$481K	Buy	+45,637	New	+$533K	0.01%	406

Other funds holding HGTY

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

E. Ohman J:or Asset Management's HGTY Position: Q2 2026 in Review

E. Ohman J:or Asset Management increased its Hagerty (HGTY) stake by 1% in Q2 2026, buying an estimated $5.01K and bringing the position to 46,106 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #401.

E. Ohman J:or Asset Management first reported a position in HGTY in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

E. Ohman J:or Asset Management held 46,106 shares of Hagerty worth $550K as of Q2 2026.
E. Ohman J:or Asset Management bought 469 Hagerty shares in Q2 2026, an estimated $5.01K.
Hagerty made up 0.01% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #401 holding.
E. Ohman J:or Asset Management first reported a position in Hagerty in Q1 2026 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.