GKIM
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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
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
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 $13.1B AUM 15.62% 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 $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

GW&K Investment Management's HGTY Position: Q1 2026 in Review

GW&K Investment Management held its Hagerty (HGTY) position steady in Q1 2026 at 1,025 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

GW&K Investment Management first reported a position in HGTY in Q3 2023 and has held it in 11 quarters since. The position peaked at $14K in Q4 2025. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • GW&K Investment Management held 1,025 shares of Hagerty worth $11K as of Q1 2026.
  • GW&K Investment Management left its Hagerty share count unchanged in Q1 2026.
  • Hagerty made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #860 holding.
  • GW&K Investment Management first reported a position in Hagerty in Q3 2023 and has held it in 11 quarters since.
  • GW&K Investment Management's Hagerty position peaked at $14K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.