FFA
HGTY icon

Farther Finance Advisors’s Hagerty HGTY Stock Holding History

Farther Finance 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 		$6.04K Sell
507
-1
-0.2% -$11 ﹤0.01% 4696
2026
Q1 		$5.42K Sell
508
-29
-5% -$339 ﹤0.01% 4451
2025
Q4 		$7.22K Buy
+537
New +$6.7K ﹤0.01% 4115
2025
Q1 		– Sell
-1
Closed -$10 – 4323
2024
Q4 		$10 Hold
1
– – ﹤0.01% 3966
2024
Q3 		$10 Buy
+1
New +$11 ﹤0.01% 3950

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
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

Farther Finance Advisors's HGTY Position: Q2 2026 in Review

Farther Finance Advisors reduced its Hagerty (HGTY) stake by 0.2% in Q2 2026, selling an estimated $11 and leaving 507 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #4696.

Farther Finance Advisors first reported a position in HGTY in Q3 2024 and has held it in 5 quarters since. The position peaked at $7.22K in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Farther Finance Advisors held 507 shares of Hagerty worth $6.04K as of Q2 2026.
  • Farther Finance Advisors sold 1 Hagerty share in Q2 2026, an estimated $11.
  • Hagerty made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4696 holding.
  • Farther Finance Advisors first reported a position in Hagerty in Q3 2024 and has held it in 5 quarters since.
  • Farther Finance Advisors's Hagerty position peaked at $7.22K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.