Gabelli & Co Investment Advisers’s Hagerty HGTY Stock Holding History

Gabelli & Co Investment Advisers’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 Q1	$1.09M	Hold	103,300	–	–	0.16%	114
2025 Q4	$1.39M	Hold	103,300	–	–	0.21%	96
2025 Q3	$1.24M	Hold	103,300	–	–	0.2%	96
2025 Q2	$1.04M	Hold	103,300	–	–	0.16%	109
2025 Q1	$934K	Hold	103,300	–	–	0.14%	108
2024 Q4	$997K	Buy	+103,300	New	+$1.12M	0.17%	95
2024 Q3	–	Sell	-103,300	Closed	-$1.07M	–	241
2024 Q2	$1.07M	Hold	103,300	–	–	0.18%	90
2024 Q1	$945K	Hold	103,300	–	–	0.16%	85
2023 Q4	$806K	Buy	103,300 +26,600	+35%	+$217K	0.15%	93
2023 Q3	$627K	Hold	76,700	–	–	0.1%	109
2023 Q2	$718K	Buy	+76,700	New	+$707K	0.12%	104

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Gabelli & Co Investment Advisers's HGTY Position: Q1 2026 in Review

Gabelli & Co Investment Advisers held its Hagerty (HGTY) position steady in Q1 2026 at 103,300 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #114.

Gabelli & Co Investment Advisers first reported a position in HGTY in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

Gabelli & Co Investment Advisers held 103,300 shares of Hagerty worth $1.09M as of Q1 2026.
Gabelli & Co Investment Advisers left its Hagerty share count unchanged in Q1 2026.
Hagerty made up 0.16% of Gabelli & Co Investment Advisers's portfolio in Q1 2026, its #114 holding.
Gabelli & Co Investment Advisers first reported a position in Hagerty in Q2 2023 and has held it in 11 quarters since.
Gabelli & Co Investment Advisers's Hagerty position peaked at $1.39M in Q4 2025.
116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Gabelli & Co Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.