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Essential Partners’s Hagerty HGTY Stock Holding History

Essential Partners’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 		$4.08K Buy
342
+333
+3,700% +$3.56K ﹤0.01% 1633
2026
Q1 		$95 Sell
9
-8
-47% -$93 ﹤0.01% 2723
2025
Q4 		$228 Buy
+17
New +$212 ﹤0.01% 2405

Other funds holding HGTY

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Neuberger Berman Group
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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

Essential Partners's HGTY Position: Q2 2026 in Review

Essential Partners increased its Hagerty (HGTY) stake by 3,700% in Q2 2026, buying an estimated $3.56K and bringing the position to 342 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Essential Partners first reported a position in HGTY in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Essential Partners held 342 shares of Hagerty worth $4.08K as of Q2 2026.
  • Essential Partners bought 333 Hagerty shares in Q2 2026, an estimated $3.56K.
  • Hagerty made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1633 holding.
  • Essential Partners first reported a position in Hagerty in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.