Jim Simons
HGTY icon

Jim Simons’s Hagerty HGTY Stock Holding History

Jim Simons’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 		$1.66M Buy
157,668
+69,700
+79% +$814K ﹤0.01% 1994
2025
Q4 		$1.18M Sell
87,968
-30,000
-25% -$374K ﹤0.01% 2183
2025
Q3 		$1.42M Sell
117,968
-5,200
-4% -$57.6K ﹤0.01% 2292
2025
Q2 		$1.25M Sell
123,168
-25,600
-17% -$239K ﹤0.01% 2388
2025
Q1 		$1.34M Sell
148,768
-45,128
-23% -$438K ﹤0.01% 2225
2024
Q4 		$1.87M Buy
193,896
+34,500
+22% +$375K ﹤0.01% 2100
2024
Q3 		$1.62M Buy
159,396
+75,200
+89% +$833K ﹤0.01% 2155
2024
Q2 		$876K Sell
84,196
-4,804
-5% -$44.6K ﹤0.01% 2395
2024
Q1 		$814K Buy
89,000
+25,700
+41% +$215K ﹤0.01% 2614
2023
Q4 		$494K Buy
63,300
+11,200
+21% +$91.4K ﹤0.01% 2781
2023
Q3 		$426K Buy
52,100
+6,700
+15% +$58.7K ﹤0.01% 2789
2023
Q2 		$425K Buy
45,400
+4,458
+11% +$41.1K ﹤0.01% 2963
2023
Q1 		$358K Buy
40,942
+15,642
+62% +$143K ﹤0.01% 3042
2022
Q4 		$213K Buy
+25,300
New +$220K ﹤0.01% 3388

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
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 $774M AUM 40.73% 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

Jim Simons's HGTY Position: Q1 2026 in Review

Jim Simons increased its Hagerty (HGTY) stake by 79% in Q1 2026, buying an estimated $814K and bringing the position to 157,668 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Jim Simons first reported a position in HGTY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.87M in Q4 2024. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Jim Simons held 157,668 shares of Hagerty worth $1.66M as of Q1 2026.
  • Jim Simons bought 69,700 Hagerty shares in Q1 2026, an estimated $814K.
  • Hagerty made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #1994 holding.
  • Jim Simons first reported a position in Hagerty in Q4 2022 and has held it in 14 quarters since.
  • Jim Simons's Hagerty position peaked at $1.87M in Q4 2024.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.