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EntryPoint Capital’s Hagerty HGTY Stock Holding History

EntryPoint Capital’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
2025
Q4 		– Sell
-18,571
Closed -$224K – 747
2025
Q3 		$224K Buy
+18,571
New +$206K 0.09% 503
2024
Q1 		– Sell
-17
Closed -$133 – 1562
2023
Q4 		$133 Buy
+17
New +$139 ﹤0.01% 1319

Other funds holding HGTY

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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $154M AUM 15.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EntryPoint Capital's HGTY Position: Q4 2025 in Review

EntryPoint Capital sold out of Hagerty (HGTY) in Q4 2025, closing a stake of 18,571 shares — an estimated $224K sold.

EntryPoint Capital first reported a position in HGTY in Q4 2023 and held it in 2 quarters. The position peaked at $224K in Q3 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q4 2025.

  • EntryPoint Capital reported no remaining Hagerty position as of Q4 2025 after selling out during the quarter.
  • EntryPoint Capital sold 18,571 Hagerty shares in Q4 2025, an estimated $224K.
  • EntryPoint Capital first reported a position in Hagerty in Q4 2023 and held it in 2 quarters.
  • EntryPoint Capital's Hagerty position peaked at $224K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q4 2025.

Based on EntryPoint Capital's 13F filing for Q4 2025, filed 12 Feb 2026.