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IFP Advisors’s Hagerty HGTY Stock Holding History

IFP 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 		$36.4K Sell
3,055
-7
-0.2% -$75 ﹤0.01% 2593
2026
Q1 		$32.2K Sell
3,062
-31
-1% -$362 ﹤0.01% 2505
2025
Q4 		$41.6K Buy
3,093
+43
+1% +$537 ﹤0.01% 2294
2025
Q3 		$36.7K Buy
3,050
+50
+2% +$554 ﹤0.01% 2241
2025
Q2 		$30.3K Buy
+3,000
New +$28K ﹤0.01% 2312

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

IFP Advisors's HGTY Position: Q2 2026 in Review

IFP Advisors reduced its Hagerty (HGTY) stake by 0.23% in Q2 2026, selling an estimated $75 and leaving 3,055 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2593.

IFP Advisors first reported a position in HGTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $41.6K in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • IFP Advisors held 3,055 shares of Hagerty worth $36.4K as of Q2 2026.
  • IFP Advisors sold 7 Hagerty shares in Q2 2026, an estimated $75.
  • Hagerty made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2593 holding.
  • IFP Advisors first reported a position in Hagerty in Q2 2025 and has held it in 5 quarters since.
  • IFP Advisors's Hagerty position peaked at $41.6K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.