GAMMA Investing’s Hagerty HGTY Stock Holding History

GAMMA Investing’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	$417	Hold	31	–	–	﹤0.01%	4227
2026 Q2	$370	Hold	31	–	–	﹤0.01%	4025
2026 Q1	$326	Buy	+31	New	+$362	﹤0.01%	4015

Other funds holding HGTY

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CIA

Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

GAMMA Investing's HGTY Position: Q3 2026 in Review

GAMMA Investing held its Hagerty (HGTY) position steady in Q3 2026 at 31 shares worth $417. The position accounts for ﹤0.01% of the portfolio, ranked #4227.

GAMMA Investing first reported a position in HGTY in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

GAMMA Investing held 31 shares of Hagerty worth $417 as of Q3 2026.
GAMMA Investing left its Hagerty share count unchanged in Q3 2026.
Hagerty made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #4227 holding.
GAMMA Investing first reported a position in Hagerty in Q1 2026 and has held it in 3 quarters since.
12 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.