Goldman Sachs
HGTY icon

Goldman Sachs’s Hagerty HGTY Stock Holding History

Goldman Sachs’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 		$353K Sell
33,567
-22,468
-40% -$262K ﹤0.01% 5798
2025
Q4 		$753K Buy
56,035
+37,555
+203% +$469K ﹤0.01% 5338
2025
Q3 		$222K Buy
18,480
+4,666
+34% +$51.7K ﹤0.01% 5904
2025
Q2 		$140K Sell
13,814
-23,569
-63% -$220K ﹤0.01% 5753
2025
Q1 		$338K Buy
37,383
+7,459
+25% +$72.3K ﹤0.01% 5402
2024
Q4 		$289K Sell
29,924
-10,532
-26% -$115K ﹤0.01% 5510
2024
Q3 		$411K Buy
40,456
+7,867
+24% +$87.1K ﹤0.01% 5160
2024
Q2 		$339K Buy
32,589
+11,862
+57% +$110K ﹤0.01% 5031
2024
Q1 		$190K Buy
20,727
+248
+1% +$2.08K ﹤0.01% 5129
2023
Q4 		$160K Buy
20,479
+3,261
+19% +$26.6K ﹤0.01% 5211
2023
Q3 		$141K Sell
17,218
-2,201
-11% -$19.3K ﹤0.01% 5120
2023
Q2 		$182K Sell
19,419
-187
-1% -$1.72K ﹤0.01% 5215
2023
Q1 		$171K Buy
19,606
+5,055
+35% +$46.1K ﹤0.01% 5348
2022
Q4 		$122K Sell
14,551
-24,023
-62% -$209K ﹤0.01% 5435
2022
Q3 		$346K Buy
38,574
+21,520
+126% +$243K ﹤0.01% 5217
2022
Q2 		$196K Buy
+17,054
New +$173K ﹤0.01% 5649

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return