HWM
HGTY icon

Hemington Wealth Management’s Hagerty HGTY Stock Holding History

Hemington Wealth 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
2025
Q3 		$0 Buy
28
+18
+180% +$199 ﹤0.01% 1612
2025
Q2 		$0 Buy
10
+2
+25% +$19 ﹤0.01% 1590
2025
Q1 		$0 Buy
8
+4
+100% +$39 ﹤0.01% 1601
2024
Q4 		$0 Buy
+4
New +$44 ﹤0.01% 1640

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

Hemington Wealth Management's HGTY Position: Q3 2025 in Review

Hemington Wealth Management increased its Hagerty (HGTY) stake by 180% in Q3 2025, buying an estimated $199 and bringing the position to 28 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1612.

Hemington Wealth Management first reported a position in HGTY in Q4 2024 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold HGTY as of Q3 2025.

  • Hemington Wealth Management held 28 shares of Hagerty worth $0 as of Q3 2025.
  • Hemington Wealth Management bought 18 Hagerty shares in Q3 2025, an estimated $199.
  • Hagerty made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1612 holding.
  • Hemington Wealth Management first reported a position in Hagerty in Q4 2024 and has held it in 4 quarters since.
  • 98 funds tracked by Wall St. Rank held Hagerty as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.