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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
Q3 		$4.64K Buy
345
+3
+0.9% +$39 ﹤0.01% 1540
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

LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Essential Partners's HGTY Position: Q3 2026 in Review

Essential Partners increased its Hagerty (HGTY) stake by 0.88% in Q3 2026, buying an estimated $39 and bringing the position to 345 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Essential Partners first reported a position in HGTY in Q4 2025 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

  • Essential Partners held 345 shares of Hagerty worth $4.64K as of Q3 2026.
  • Essential Partners bought 3 Hagerty shares in Q3 2026, an estimated $39.
  • Hagerty made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1540 holding.
  • Essential Partners first reported a position in Hagerty in Q4 2025 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.