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 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 $562M AUM 15.09% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

GAMMA Investing's HGTY Position: Q2 2026 in Review

GAMMA Investing held its Hagerty (HGTY) position steady in Q2 2026 at 31 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #4025.

GAMMA Investing first reported a position in HGTY in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

GAMMA Investing held 31 shares of Hagerty worth $370 as of Q2 2026.
GAMMA Investing left its Hagerty share count unchanged in Q2 2026.
Hagerty made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #4025 holding.
GAMMA Investing first reported a position in Hagerty in Q1 2026 and has held it in 2 quarters since.
11 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.