IFP Advisors
HGTY icon

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
Q3 		$888 Sell
66
-2,989
-98% -$38.4K ﹤0.01% 4515
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

LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

IFP Advisors's HGTY Position: Q3 2026 in Review

IFP Advisors reduced its Hagerty (HGTY) stake by 98% in Q3 2026, selling an estimated $38.4K and leaving 66 shares worth $888. The position accounts for ﹤0.01% of the portfolio, ranked #4515.

IFP Advisors first reported a position in HGTY in Q2 2025 and has held it in 6 quarters since. The position peaked at $41.6K in Q4 2025. 11 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

  • IFP Advisors held 66 shares of Hagerty worth $888 as of Q3 2026.
  • IFP Advisors sold 2,989 Hagerty shares in Q3 2026, an estimated $38.4K.
  • Hagerty made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4515 holding.
  • IFP Advisors first reported a position in Hagerty in Q2 2025 and has held it in 6 quarters since.
  • IFP Advisors's Hagerty position peaked at $41.6K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.