George Soros’s Hagerty HGTY Stock Holding History

George Soros’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 Q4	–	Sell	-102,611	Closed	-$1.24M	–	265
2025 Q3	$1.24M	Buy	+102,611	New	+$1.14M	0.02%	173

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

George Soros's HGTY Position: Q4 2025 in Review

George Soros sold out of Hagerty (HGTY) in Q4 2025, closing a stake of 102,611 shares — an estimated $1.24M sold.

George Soros first reported a position in HGTY in Q3 2025 and held it in 1 quarter. The position peaked at $1.24M in Q3 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q4 2025.

George Soros reported no remaining Hagerty position as of Q4 2025 after selling out during the quarter.
George Soros sold 102,611 Hagerty shares in Q4 2025, an estimated $1.24M.
George Soros first reported a position in Hagerty in Q3 2025 and held it in 1 quarter.
George Soros's Hagerty position peaked at $1.24M in Q3 2025.
116 funds tracked by Wall St. Rank held Hagerty as of Q4 2025.

Based on Soros Fund Management's 13F filing for Q4 2025, filed 13 Feb 2026.