FFO
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Fortitude Family Office’s Hagerty HGTY Stock Holding History

Fortitude Family Office’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 		$286 Buy
24
+18
+300% +$192 ﹤0.01% 2064
2026
Q1 		$63 Hold
6
– – ﹤0.01% 1876
2025
Q4 		$81 Sell
6
-1
-14% -$12 ﹤0.01% 1899
2025
Q3 		$84 Hold
7
– – ﹤0.01% 1960
2025
Q2 		$71 Buy
+7
New +$65 ﹤0.01% 2010

Other funds holding HGTY

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Fortitude Family Office's HGTY Position: Q2 2026 in Review

Fortitude Family Office increased its Hagerty (HGTY) stake by 300% in Q2 2026, buying an estimated $192 and bringing the position to 24 shares worth $286. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Fortitude Family Office first reported a position in HGTY in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Fortitude Family Office held 24 shares of Hagerty worth $286 as of Q2 2026.
  • Fortitude Family Office bought 18 Hagerty shares in Q2 2026, an estimated $192.
  • Hagerty made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #2064 holding.
  • Fortitude Family Office first reported a position in Hagerty in Q2 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.