EWA
HGTY icon

EverSource Wealth Advisors’s Hagerty HGTY Stock Holding History

EverSource Wealth Advisors’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 		$17.5K Sell
1,464
-1,608
-52% -$17.2K ﹤0.01% 2541
2026
Q1 		$32.3K Buy
3,072
+1,591
+107% +$18.6K ﹤0.01% 2204
2025
Q4 		$19.9K Buy
1,481
+23
+2% +$287 ﹤0.01% 2386
2025
Q3 		$17.6K Buy
1,458
+497
+52% +$5.51K ﹤0.01% 2460
2025
Q2 		$9.72K Sell
961
-233
-20% -$2.17K ﹤0.01% 2826
2025
Q1 		$10.8K Buy
1,194
+179
+18% +$1.74K ﹤0.01% 2073
2024
Q4 		$9.79K Buy
1,015
+77
+8% +$838 ﹤0.01% 2003
2024
Q3 		$9.54K Buy
938
+28
+3% +$310 ﹤0.01% 1894
2024
Q2 		$10.1K Buy
910
+848
+1,368% +$7.87K ﹤0.01% 1853
2024
Q1 		$555 Buy
+62
New +$519 ﹤0.01% 2693

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
1CP
17 Capital Partners Pheonix, Arizona $222M AUM 20.09% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DL
Dockside LLC New York $427M AUM

EverSource Wealth Advisors's HGTY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Hagerty (HGTY) stake by 52% in Q2 2026, selling an estimated $17.2K and leaving 1,464 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2541.

EverSource Wealth Advisors first reported a position in HGTY in Q1 2024 and has held it in 10 quarters since. The position peaked at $32.3K in Q1 2026. 35 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • EverSource Wealth Advisors held 1,464 shares of Hagerty worth $17.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,608 Hagerty shares in Q2 2026, an estimated $17.2K.
  • Hagerty made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2541 holding.
  • EverSource Wealth Advisors first reported a position in Hagerty in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Hagerty position peaked at $32.3K in Q1 2026.
  • 35 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.