GRIM
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Greenhaven Road Investment Management’s Hagerty HGTY Stock Holding History

Greenhaven Road Investment 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
Q1 		$25M Sell
2,369,978
-246,676
-9% -$2.88M 17.17% 1
2025
Q4 		$35.2M Sell
2,616,654
-48,130
-2% -$601K 5.92% 2
2025
Q3 		$32.1M Buy
2,664,784
+853,245
+47% +$9.45M 4.73% 4
2025
Q2 		$18.3M Buy
1,811,539
+451,033
+33% +$4.2M 6.27% 6
2025
Q1 		$12.3M Buy
1,360,506
+124,336
+10% +$1.21M 5.01% 8
2024
Q4 		$11.9M Sell
1,236,170
-272,278
-18% -$2.96M 1.91% 10
2024
Q3 		$15.3M Buy
1,508,448
+329,146
+28% +$3.65M 6.53% 5
2024
Q2 		$12.3M Hold
1,179,302
– – 5.68% 6
2024
Q1 		$10.8M Buy
1,179,302
+136,062
+13% +$1.14M 4.57% 7
2023
Q4 		$8.14M Buy
1,043,240
+21,539
+2% +$176K 3.42% 9
2023
Q3 		$83.5K Hold
1,021,701
– – 4.19% 7
2023
Q2 		$95.6M Sell
1,021,701
-1,800
-0.2% -$16.6K 4.84% 7
2023
Q1 		$89.5M Buy
1,023,501
+26,616
+3% +$243K 5.13% 6
2022
Q4 		$8.38M Buy
996,885
+116,807
+13% +$1.02M 5.41% 7
2022
Q3 		$7.91M Buy
880,078
+233,388
+36% +$2.64M 4.76% 8
2022
Q2 		$7.43M Buy
+646,690
New +$6.55M 3.82% 7

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Greenhaven Road Investment Management's HGTY Position: Q1 2026 in Review

Greenhaven Road Investment Management reduced its Hagerty (HGTY) stake by 9.4% in Q1 2026, selling an estimated $2.88M and leaving 2,369,978 shares worth $25M. The position accounts for 17.17% of the portfolio, ranked #1.

Greenhaven Road Investment Management first reported a position in HGTY in Q2 2022 and has held it in 16 quarters since. The position peaked at $95.6M in Q2 2023. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Greenhaven Road Investment Management held 2,369,978 shares of Hagerty worth $25M as of Q1 2026.
  • Greenhaven Road Investment Management sold 246,676 Hagerty shares in Q1 2026, an estimated $2.88M.
  • Hagerty made up 17.17% of Greenhaven Road Investment Management's portfolio in Q1 2026, its #1 holding.
  • Greenhaven Road Investment Management first reported a position in Hagerty in Q2 2022 and has held it in 16 quarters since.
  • Greenhaven Road Investment Management's Hagerty position peaked at $95.6M in Q2 2023.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Greenhaven Road Investment Management's 13F filing for Q1 2026, filed 15 May 2026.