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Garner Asset Management Corp’s Hagerty HGTY Stock Holding History

Garner Asset Management Corp’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 		$2.76M Hold
172,825
– – 0.91% 33
2026
Q2 		$2.06M Buy
+172,825
New +$1.85M 0.67% 43
2025
Q4 		– Sell
-281,825
Closed -$3.39M – 426
2025
Q3 		$3.39M Buy
+281,825
New +$3.12M 1.37% 21
2025
Q2 		– Sell
-321,825
Closed -$2.91M – 156
2025
Q1 		$2.91M Buy
+321,825
New +$3.12M 1.28% 21

Other funds holding HGTY

Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Lincoln Capital
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Garner Asset Management Corp's HGTY Position: Q3 2026 in Review

Garner Asset Management Corp held its Hagerty (HGTY) position steady in Q3 2026 at 172,825 shares worth $2.76M. The position accounts for 0.91% of the portfolio, ranked #33.

Garner Asset Management Corp first reported a position in HGTY in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.39M in Q3 2025. 27 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

  • Garner Asset Management Corp held 172,825 shares of Hagerty worth $2.76M as of Q3 2026.
  • Garner Asset Management Corp left its Hagerty share count unchanged in Q3 2026.
  • Hagerty made up 0.91% of Garner Asset Management Corp's portfolio in Q3 2026, its #33 holding.
  • Garner Asset Management Corp first reported a position in Hagerty in Q1 2025 and has held it in 4 quarters since.
  • Garner Asset Management Corp's Hagerty position peaked at $3.39M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on Garner Asset Management Corp's 13F filing for Q3 2026, filed 30 Oct 2026.