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HFM Investment Advisors’s Hagerty HGTY Stock Holding History

HFM Investment Advisors’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 		$72 Buy
6
+4
+200% +$43 ﹤0.01% 1255
2026
Q1 		$21 Hold
2
– – ﹤0.01% 1194
2025
Q4 		$27 Hold
2
– – ﹤0.01% 1258
2025
Q3 		$24 Hold
2
– – ﹤0.01% 1250
2025
Q2 		$20 Buy
2
+1
+100% +$9 ﹤0.01% 1266
2025
Q1 		$10 Buy
+1
New +$10 ﹤0.01% 1177

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

HFM Investment Advisors's HGTY Position: Q2 2026 in Review

HFM Investment Advisors increased its Hagerty (HGTY) stake by 200% in Q2 2026, buying an estimated $43 and bringing the position to 6 shares worth $72. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

HFM Investment Advisors first reported a position in HGTY in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • HFM Investment Advisors held 6 shares of Hagerty worth $72 as of Q2 2026.
  • HFM Investment Advisors bought 4 Hagerty shares in Q2 2026, an estimated $43.
  • Hagerty made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1255 holding.
  • HFM Investment Advisors first reported a position in Hagerty in Q1 2025 and has held it in 6 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.