Fidelity Investments
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Fidelity Investments’s Hagerty HGTY Stock Holding History

Fidelity Investments’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 		$27.1K Buy
2,015
+1,177
+140% +$15.1K ﹤0.01% 4593
2026
Q2 		$10K Buy
838
+819
+4,311% +$8.76K ﹤0.01% 4877
2026
Q1 		$200 Sell
19
-347,754
-100% -$4.06M ﹤0.01% 5227
2025
Q4 		$4.67M Sell
347,773
-152,700
-31% -$1.91M ﹤0.01% 2309
2025
Q3 		$6.03M Buy
500,473
+500,447
+1,924,796% +$5.54M ﹤0.01% 2178
2025
Q2 		$263 Hold
26
– – ﹤0.01% 5080
2025
Q1 		$235 Sell
26
-620
-96% -$6.01K ﹤0.01% 5071
2024
Q4 		$6.23K Sell
646
-6,080
-90% -$66.1K ﹤0.01% 4609
2024
Q3 		$68.4K Buy
6,726
+6,700
+25,769% +$74.2K ﹤0.01% 3649
2024
Q2 		$270 Buy
26
+3
+13% +$28 ﹤0.01% 4904
2024
Q1 		$210 Sell
23
-1,300
-98% -$10.9K ﹤0.01% 4914
2023
Q4 		$10.3K Buy
1,323
+1,321
+66,050% +$10.8K ﹤0.01% 4229
2023
Q3 		$16 Sell
2
-191
-99% -$1.68K ﹤0.01% 5118
2023
Q2 		$1.81K Buy
+193
New +$1.78K ﹤0.01% 4617
2022
Q3 		– Sell
-500
Closed -$5.74K – 5439
2022
Q2 		$5.74K Buy
+500
New +$5.06K ﹤0.01% 4278

Other funds holding HGTY

Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Lincoln Capital
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Scholtz & Company
Scholtz & Company Stamford, Connecticut $190M AUM 18.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return

Fidelity Investments's HGTY Position: Q3 2026 in Review

Fidelity Investments increased its Hagerty (HGTY) stake by 140% in Q3 2026, buying an estimated $15.1K and bringing the position to 2,015 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4593.

Fidelity Investments first reported a position in HGTY in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.03M in Q3 2025. 69 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

  • Fidelity Investments held 2,015 shares of Hagerty worth $27.1K as of Q3 2026.
  • Fidelity Investments bought 1,177 Hagerty shares in Q3 2026, an estimated $15.1K.
  • Hagerty made up ﹤0.01% of Fidelity Investments's portfolio in Q3 2026, its #4593 holding.
  • Fidelity Investments first reported a position in Hagerty in Q2 2022 and has held it in 15 quarters since.
  • Fidelity Investments's Hagerty position peaked at $6.03M in Q3 2025.
  • 69 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.