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HGTY icon

HRT Financial’s Hagerty HGTY Stock Holding History

HRT Financial’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
Q2 		– Sell
-13,072
Closed -$118K – 3001
2025
Q1 		$118K Buy
+13,072
New +$127K ﹤0.01% 2124
2023
Q4 		– Sell
-21,712
Closed -$177K – 2622
2023
Q3 		$177K Buy
+21,712
New +$190K ﹤0.01% 1859
2022
Q2 		– Sell
-62,704
Closed -$676K – 3240
2022
Q1 		$676K Buy
+62,704
New +$897K ﹤0.01% 1417

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $637M AUM 40.98% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HRT Financial's HGTY Position: Q2 2025 in Review

HRT Financial sold out of Hagerty (HGTY) in Q2 2025, closing a stake of 13,072 shares — an estimated $118K sold.

HRT Financial first reported a position in HGTY in Q1 2022 and held it in 3 quarters. The position peaked at $676K in Q1 2022. 89 funds tracked by Wall St. Rank hold HGTY as of Q2 2025.

  • HRT Financial reported no remaining Hagerty position as of Q2 2025 after selling out during the quarter.
  • HRT Financial sold 13,072 Hagerty shares in Q2 2025, an estimated $118K.
  • HRT Financial first reported a position in Hagerty in Q1 2022 and held it in 3 quarters.
  • HRT Financial's Hagerty position peaked at $676K in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.