Geode Capital Management
HGTY icon

Geode Capital Management’s Hagerty HGTY Stock Holding History

Geode Capital Management’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 		$5.33M Buy
446,889
+28,082
+7% +$300K ﹤0.01% 2878
2026
Q1 		$4.41M Buy
418,807
+20,663
+5% +$241K ﹤0.01% 2798
2025
Q4 		$5.35M Sell
398,144
-3,942
-1% -$49.2K ﹤0.01% 2728
2025
Q3 		$4.84M Buy
402,086
+147,452
+58% +$1.63M ﹤0.01% 2800
2025
Q2 		$2.58M Buy
254,634
+5,077
+2% +$47.3K ﹤0.01% 3058
2025
Q1 		$2.26M Buy
249,557
+8,630
+4% +$83.7K ﹤0.01% 2994
2024
Q4 		$2.33M Sell
240,927
-6,522
-3% -$71K ﹤0.01% 3073
2024
Q3 		$2.52M Sell
247,449
-9,271
-4% -$103K ﹤0.01% 3052
2024
Q2 		$2.67M Sell
256,720
-12,924
-5% -$120K ﹤0.01% 3032
2024
Q1 		$2.47M Sell
269,644
-3,051
-1% -$25.5K ﹤0.01% 3035
2023
Q4 		$2.13M Buy
272,695
+147
+0.1% +$1.2K ﹤0.01% 3080
2023
Q3 		$2.23M Sell
272,548
-38,577
-12% -$338K ﹤0.01% 3039
2023
Q2 		$2.91M Buy
311,125
+35,739
+13% +$330K ﹤0.01% 2980
2023
Q1 		$2.41M Buy
275,386
+6,923
+3% +$63.1K ﹤0.01% 2949
2022
Q4 		$2.26M Buy
268,463
+1,587
+0.6% +$13.8K ﹤0.01% 2991
2022
Q3 		$2.4M Buy
266,876
+27,529
+12% +$311K ﹤0.01% 3025
2022
Q2 		$2.75M Buy
239,347
+7,061
+3% +$71.5K ﹤0.01% 3005
2022
Q1 		$2.51M Buy
+232,286
New +$3.32M ﹤0.01% 3146

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Geode Capital Management's HGTY Position: Q2 2026 in Review

Geode Capital Management increased its Hagerty (HGTY) stake by 6.7% in Q2 2026, buying an estimated $300K and bringing the position to 446,889 shares worth $5.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Geode Capital Management first reported a position in HGTY in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.35M in Q4 2025. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Geode Capital Management held 446,889 shares of Hagerty worth $5.33M as of Q2 2026.
  • Geode Capital Management bought 28,082 Hagerty shares in Q2 2026, an estimated $300K.
  • Hagerty made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2878 holding.
  • Geode Capital Management first reported a position in Hagerty in Q1 2022 and has held it in 18 quarters since.
  • Geode Capital Management's Hagerty position peaked at $5.35M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.