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HGTY icon

Garde Capital’s Hagerty HGTY Stock Holding History

Garde Capital’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
2025
Q2 		– Sell
-103,960
Closed -$940K – 849
2025
Q1 		$940K Hold
103,960
– – 0.05% 116
2024
Q4 		$1M Buy
103,960
+3,960
+4% +$43.1K 0.07% 98
2024
Q3 		$1.02M Hold
100,000
– – 0.07% 94
2024
Q2 		$1.04M Hold
100,000
– – 0.07% 91
2024
Q1 		$915K Hold
100,000
– – 0.06% 99
2023
Q4 		$780K Hold
100,000
– – 0.06% 110
2023
Q3 		$817K Hold
100,000
– – 0.07% 99
2023
Q2 		$936K Buy
+100,000
New +$922K 0.08% 96

Other funds holding HGTY

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Neuberger Berman Group
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Garde Capital's HGTY Position: Q2 2025 in Review

Garde Capital sold out of Hagerty (HGTY) in Q2 2025, closing a stake of 103,960 shares — an estimated $940K sold.

Garde Capital first reported a position in HGTY in Q2 2023 and held it in 8 quarters. The position peaked at $1.04M in Q2 2024. 89 funds tracked by Wall St. Rank hold HGTY as of Q2 2025.

  • Garde Capital reported no remaining Hagerty position as of Q2 2025 after selling out during the quarter.
  • Garde Capital sold 103,960 Hagerty shares in Q2 2025, an estimated $940K.
  • Garde Capital first reported a position in Hagerty in Q2 2023 and held it in 8 quarters.
  • Garde Capital's Hagerty position peaked at $1.04M in Q2 2024.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2025.

Based on Garde Capital's 13F filing for Q2 2025, filed 3 Jul 2025.