First Trust Advisors
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First Trust Advisors’s Hagerty HGTY Stock Holding History

First Trust 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 		$4M Buy
+335,852
New +$3.59M ﹤0.01% 1703

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors's HGTY Position: Q2 2026 in Review

First Trust Advisors opened a new position in Hagerty (HGTY) in Q2 2026: 335,852 shares worth $4M. The stake represents ﹤0.01% of the portfolio and ranks #1703 among its holdings.

89 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • First Trust Advisors held 335,852 shares of Hagerty worth $4M as of Q2 2026.
  • Hagerty was a new First Trust Advisors position in Q2 2026.
  • Hagerty made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1703 holding.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.