Jeff Yass’s Hagerty HGTY Stock Holding History

Jeff Yass’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
2023 Q1	–	Sell	-15,300	Closed	-$129K	–	12949
2022 Q4	$129K	Sell	15,300 -1,000	-6%	-$8.7K	﹤0.01%	10685
2022 Q3	$147K	Buy	+16,300	New	+$184K	﹤0.01%	11265

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

GRIM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Jeff Yass's HGTY Position: Q1 2026 in Review

Jeff Yass sold out of Hagerty (HGTY) in Q1 2026, closing a stake of 11,306 shares — an estimated $152K sold.

Jeff Yass first reported a position in HGTY in Q1 2022 and held it in 9 quarters. The position peaked at $867K in Q3 2022. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

Jeff Yass reported no remaining Hagerty position as of Q1 2026 after selling out during the quarter.
Jeff Yass sold 11,306 Hagerty shares in Q1 2026, an estimated $152K.
Jeff Yass first reported a position in Hagerty in Q1 2022 and held it in 9 quarters.
Jeff Yass's Hagerty position peaked at $867K in Q3 2022.
117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.