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
Q2 		$9.99K 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 -$6K – 5116
2022
Q2 		$6K Buy
+500
New +$5.06K ﹤0.01% 4258

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

Fidelity Investments's HGTY Position: Q2 2026 in Review

Fidelity Investments increased its Hagerty (HGTY) stake by 4,311% in Q2 2026, buying an estimated $8.76K and bringing the position to 838 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #4877.

Fidelity Investments first reported a position in HGTY in Q2 2022 and has held it in 14 quarters since. The position peaked at $6.03M in Q3 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Fidelity Investments held 838 shares of Hagerty worth $9.99K as of Q2 2026.
  • Fidelity Investments bought 819 Hagerty shares in Q2 2026, an estimated $8.76K.
  • Hagerty made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4877 holding.
  • Fidelity Investments first reported a position in Hagerty in Q2 2022 and has held it in 14 quarters since.
  • Fidelity Investments's Hagerty position peaked at $6.03M in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.