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John Overdeck’s Hagerty HGTY Stock Holding History

John Overdeck’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 		$854K Sell
71,610
-19,972
-22% -$214K ﹤0.01% 3726
2026
Q1 		$964K Sell
91,582
-1,107
-1% -$12.9K ﹤0.01% 3286
2025
Q4 		$1.25M Buy
92,689
+23,647
+34% +$295K ﹤0.01% 2773
2025
Q3 		$831K Sell
69,042
-16,755
-20% -$186K ﹤0.01% 2706
2025
Q2 		$867K Sell
85,797
-11,306
-12% -$105K ﹤0.01% 2327
2025
Q1 		$878K Sell
97,103
-20,329
-17% -$197K ﹤0.01% 2247
2024
Q4 		$1.13M Sell
117,432
-4,363
-4% -$47.5K ﹤0.01% 2096
2024
Q3 		$1.24M Buy
121,795
+5,593
+5% +$62K ﹤0.01% 1993
2024
Q2 		$1.21M Buy
116,202
+40,083
+53% +$372K ﹤0.01% 1888
2024
Q1 		$696K Buy
76,119
+44,809
+143% +$375K ﹤0.01% 2175
2023
Q4 		$244K Buy
+31,310
New +$256K ﹤0.01% 2762

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

John Overdeck's HGTY Position: Q2 2026 in Review

John Overdeck reduced its Hagerty (HGTY) stake by 22% in Q2 2026, selling an estimated $214K and leaving 71,610 shares worth $854K. The position accounts for ﹤0.01% of the portfolio, ranked #3726.

John Overdeck first reported a position in HGTY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.25M in Q4 2025. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • John Overdeck held 71,610 shares of Hagerty worth $854K as of Q2 2026.
  • John Overdeck sold 19,972 Hagerty shares in Q2 2026, an estimated $214K.
  • Hagerty made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3726 holding.
  • John Overdeck first reported a position in Hagerty in Q4 2023 and has held it in 11 quarters since.
  • John Overdeck's Hagerty position peaked at $1.25M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.