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Fenimore Asset Management’s Hagerty HGTY Stock Holding History

Fenimore Asset Management’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
Q2 		– Sell
-498,986
Closed -$4.51M – 91
2025
Q1 		$4.51M Sell
498,986
-451,536
-48% -$4.38M 0.1% 73
2024
Q4 		$9.17M Sell
950,522
-4,854
-0.5% -$52.8K 0.19% 71
2024
Q3 		$9.72M Sell
955,376
-1,300
-0.1% -$14.4K 0.2% 74
2024
Q2 		$9.95M Buy
956,676
+5,910
+0.6% +$54.8K 0.22% 71
2024
Q1 		$8.7M Buy
950,766
+5,480
+0.6% +$45.9K 0.18% 72
2023
Q4 		$7.37M Buy
945,286
+7,600
+0.8% +$62K 0.17% 73
2023
Q3 		$7.66M Buy
937,686
+10,050
+1% +$88.1K 0.2% 70
2023
Q2 		$8.68M Buy
927,636
+1,185
+0.1% +$10.9K 0.22% 72
2023
Q1 		$8.1M Buy
926,451
+4,739
+0.5% +$43.2K 0.21% 71
2022
Q4 		$7.75M Buy
921,712
+122,444
+15% +$1.06M 0.21% 74
2022
Q3 		$7.18M Buy
799,268
+13,425
+2% +$152K 0.21% 74
2022
Q2 		$9.03M Buy
785,843
+232,273
+42% +$2.35M 0.25% 75
2022
Q1 		$5.97M Buy
+553,570
New +$7.92M 0.15% 78

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fenimore Asset Management's HGTY Position: Q2 2025 in Review

Fenimore Asset Management sold out of Hagerty (HGTY) in Q2 2025, closing a stake of 498,986 shares — an estimated $4.51M sold.

Fenimore Asset Management first reported a position in HGTY in Q1 2022 and held it in 13 quarters. The position peaked at $9.95M in Q2 2024. 89 funds tracked by Wall St. Rank hold HGTY as of Q2 2025.

  • Fenimore Asset Management reported no remaining Hagerty position as of Q2 2025 after selling out during the quarter.
  • Fenimore Asset Management sold 498,986 Hagerty shares in Q2 2025, an estimated $4.51M.
  • Fenimore Asset Management first reported a position in Hagerty in Q1 2022 and held it in 13 quarters.
  • Fenimore Asset Management's Hagerty position peaked at $9.95M in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2025.

Based on Fenimore Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.