JWA
HGTY icon

JFS Wealth Advisors’s Hagerty HGTY Stock Holding History

JFS Wealth 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 		$108 Hold
9
– – ﹤0.01% 2220
2026
Q1 		$95 Sell
9
-28
-76% -$327 ﹤0.01% 1850
2025
Q4 		$498 Buy
+37
New +$462 ﹤0.01% 1802

Other funds holding HGTY

LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

JFS Wealth Advisors's HGTY Position: Q2 2026 in Review

JFS Wealth Advisors held its Hagerty (HGTY) position steady in Q2 2026 at 9 shares worth $108. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

JFS Wealth Advisors first reported a position in HGTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $498 in Q4 2025. 11 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • JFS Wealth Advisors held 9 shares of Hagerty worth $108 as of Q2 2026.
  • JFS Wealth Advisors left its Hagerty share count unchanged in Q2 2026.
  • Hagerty made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2220 holding.
  • JFS Wealth Advisors first reported a position in Hagerty in Q4 2025 and has held it in 3 quarters since.
  • JFS Wealth Advisors's Hagerty position peaked at $498 in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.