Jones Financial Companies
HGTY icon

Jones Financial Companies’s Hagerty HGTY Stock Holding History

Jones Financial Companies’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 		$5.2K Sell
500
-200
-29% -$2.33K ﹤0.01% 3823
2025
Q4 		$9.41K Hold
700
– – ﹤0.01% 3247
2025
Q3 		$8.41K Buy
700
+300
+75% +$3.32K ﹤0.01% 3152
2025
Q2 		$4.07K Hold
400
– – ﹤0.01% 3205
2025
Q1 		$3.6K Hold
400
– – ﹤0.01% 3068
2024
Q4 		$3.86K Buy
+400
New +$4.35K ﹤0.01% 2829

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PCH
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MG
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GRIM
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VCM
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PM
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VPM
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LC
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Jones Financial Companies's HGTY Position: Q1 2026 in Review

Jones Financial Companies reduced its Hagerty (HGTY) stake by 29% in Q1 2026, selling an estimated $2.33K and leaving 500 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3823.

Jones Financial Companies first reported a position in HGTY in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.41K in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Jones Financial Companies held 500 shares of Hagerty worth $5.2K as of Q1 2026.
  • Jones Financial Companies sold 200 Hagerty shares in Q1 2026, an estimated $2.33K.
  • Hagerty made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #3823 holding.
  • Jones Financial Companies first reported a position in Hagerty in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's Hagerty position peaked at $9.41K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.