HSBC Holdings
HGTY icon

HSBC Holdings’s Hagerty HGTY Stock Holding History

HSBC Holdings’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 		$226K Hold
21,642
– – ﹤0.01% 2568
2025
Q4 		$292K Hold
21,642
– – ﹤0.01% 2539
2025
Q3 		$256K Sell
21,642
-3,213
-13% -$35.6K ﹤0.01% 2394
2025
Q2 		$253K Hold
24,855
– – ﹤0.01% 2552
2025
Q1 		$226K Sell
24,855
-379
-2% -$3.67K ﹤0.01% 2555
2024
Q4 		$242K Sell
25,234
-1,521
-6% -$16.5K ﹤0.01% 2611
2024
Q3 		$273K Sell
26,755
-443
-2% -$4.91K ﹤0.01% 2418
2024
Q2 		$281K Buy
27,198
+2
+0% +$19 ﹤0.01% 2329
2024
Q1 		$249K Hold
27,196
– – ﹤0.01% 2560
2023
Q4 		$210K Buy
27,196
+2,158
+9% +$17.6K ﹤0.01% 2452
2023
Q3 		$206K Buy
+25,038
New +$220K ﹤0.01% 2409

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

HSBC Holdings's HGTY Position: Q1 2026 in Review

HSBC Holdings held its Hagerty (HGTY) position steady in Q1 2026 at 21,642 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2568.

HSBC Holdings first reported a position in HGTY in Q3 2023 and has held it in 11 quarters since. The position peaked at $292K in Q4 2025. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • HSBC Holdings held 21,642 shares of Hagerty worth $226K as of Q1 2026.
  • HSBC Holdings left its Hagerty share count unchanged in Q1 2026.
  • Hagerty made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #2568 holding.
  • HSBC Holdings first reported a position in Hagerty in Q3 2023 and has held it in 11 quarters since.
  • HSBC Holdings's Hagerty position peaked at $292K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.