GW&K Investment Management’s Hagerty HGTY Stock Holding History

GW&K 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	$12K	Hold	1,025	–	–	﹤0.01%	877
2026 Q1	$11K	Hold	1,025	–	–	﹤0.01%	860
2025 Q4	$14K	Hold	1,025	–	–	﹤0.01%	810
2025 Q3	$12K	Hold	1,025	–	–	﹤0.01%	836
2025 Q2	$10K	Hold	1,025	–	–	﹤0.01%	846
2025 Q1	$9K	Hold	1,025	–	–	﹤0.01%	830
2024 Q4	$10K	Hold	1,025	–	–	﹤0.01%	775
2024 Q3	$10K	Hold	1,025	–	–	﹤0.01%	779
2024 Q2	$11K	Hold	1,025	–	–	﹤0.01%	712
2024 Q1	$9K	Hold	1,025	–	–	﹤0.01%	730
2023 Q4	$8K	Buy	1,025 +200	+24%	+$1.63K	﹤0.01%	740
2023 Q3	$7K	Buy	+825	New	+$7.23K	﹤0.01%	714

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

GW&K Investment Management's HGTY Position: Q2 2026 in Review

GW&K Investment Management held its Hagerty (HGTY) position steady in Q2 2026 at 1,025 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

GW&K Investment Management first reported a position in HGTY in Q3 2023 and has held it in 12 quarters since. The position peaked at $14K in Q4 2025. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

GW&K Investment Management held 1,025 shares of Hagerty worth $12K as of Q2 2026.
GW&K Investment Management left its Hagerty share count unchanged in Q2 2026.
Hagerty made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #877 holding.
GW&K Investment Management first reported a position in Hagerty in Q3 2023 and has held it in 12 quarters since.
GW&K Investment Management's Hagerty position peaked at $14K in Q4 2025.
126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.