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HGTY icon

Globeflex Capital’s Hagerty HGTY Stock Holding History

Globeflex 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
2026
Q1 		– Sell
-9,344
Closed -$126K – 426
2025
Q4 		$126K Hold
9,344
– – 0.02% 355
2025
Q3 		$113K Hold
9,344
– – 0.02% 363
2025
Q2 		$94.5K Hold
9,344
– – 0.01% 384
2025
Q1 		$84.5K Hold
9,344
– – 0.01% 394
2024
Q4 		$90.2K Hold
9,344
– – 0.01% 393
2024
Q3 		$95K Buy
+9,344
New +$104K 0.01% 390

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PCH
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MG
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Vanguard Portfolio Management
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LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Globeflex Capital's HGTY Position: Q1 2026 in Review

Globeflex Capital sold out of Hagerty (HGTY) in Q1 2026, closing a stake of 9,344 shares — an estimated $126K sold.

Globeflex Capital first reported a position in HGTY in Q3 2024 and held it in 6 quarters. The position peaked at $126K in Q4 2025. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Globeflex Capital reported no remaining Hagerty position as of Q1 2026 after selling out during the quarter.
  • Globeflex Capital sold 9,344 Hagerty shares in Q1 2026, an estimated $126K.
  • Globeflex Capital first reported a position in Hagerty in Q3 2024 and held it in 6 quarters.
  • Globeflex Capital's Hagerty position peaked at $126K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Globeflex Capital's 13F filing for Q1 2026, filed 13 May 2026.