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Goldstone Financial Group’s Hagerty HGTY Stock Holding History

Goldstone Financial Group’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
-18,732
Closed -$226K – 220
2025
Q3 		$226K Hold
18,732
– – 0.03% 204
2025
Q2 		$191K Hold
18,732
– – 0.03% 205
2025
Q1 		$169K Hold
18,732
– – 0.03% 201
2024
Q4 		$181K Sell
18,732
-4,465
-19% -$48.6K 0.03% 198
2024
Q3 		$236K Hold
23,197
– – 0.04% 168
2024
Q2 		$241K Hold
23,197
– – 0.05% 164
2024
Q1 		$212K Buy
23,197
+9,247
+66% +$77.4K 0.05% 158
2023
Q4 		$109K Buy
+13,950
New +$114K 0.03% 160

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldstone Financial Group's HGTY Position: Q4 2025 in Review

Goldstone Financial Group sold out of Hagerty (HGTY) in Q4 2025, closing a stake of 18,732 shares — an estimated $226K sold.

Goldstone Financial Group first reported a position in HGTY in Q4 2023 and held it in 8 quarters. The position peaked at $241K in Q2 2024. 116 funds tracked by Wall St. Rank hold HGTY as of Q4 2025.

  • Goldstone Financial Group reported no remaining Hagerty position as of Q4 2025 after selling out during the quarter.
  • Goldstone Financial Group sold 18,732 Hagerty shares in Q4 2025, an estimated $226K.
  • Goldstone Financial Group first reported a position in Hagerty in Q4 2023 and held it in 8 quarters.
  • Goldstone Financial Group's Hagerty position peaked at $241K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q4 2025.

Based on Goldstone Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.