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
Q2 		$22.2M Sell
1,865,430
-504,548
-21% -$5.39M 14.44% 1
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 		$8.35M Hold
1,021,701
– – 4.19% 7
2023
Q2 		$9.56M Sell
1,021,701
-1,800
-0.2% -$16.6K 4.84% 7
2023
Q1 		$8.95M 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 $146B AUM 55.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Greenhaven Road Investment Management's HGTY Position: Q2 2026 in Review

Greenhaven Road Investment Management reduced its Hagerty (HGTY) stake by 21% in Q2 2026, selling an estimated $5.39M and leaving 1,865,430 shares worth $22.2M. The position accounts for 14.44% of the portfolio, ranked #1.

Greenhaven Road Investment Management first reported a position in HGTY in Q2 2022 and has held it in 17 quarters since. The position peaked at $35.2M in Q4 2025. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Greenhaven Road Investment Management held 1,865,430 shares of Hagerty worth $22.2M as of Q2 2026.
  • Greenhaven Road Investment Management sold 504,548 Hagerty shares in Q2 2026, an estimated $5.39M.
  • Hagerty made up 14.44% of Greenhaven Road Investment Management's portfolio in Q2 2026, its #1 holding.
  • Greenhaven Road Investment Management first reported a position in Hagerty in Q2 2022 and has held it in 17 quarters since.
  • Greenhaven Road Investment Management's Hagerty position peaked at $35.2M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Greenhaven Road Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.