JP Morgan Chase
HGTY icon

JP Morgan Chase’s Hagerty HGTY Stock Holding History

JP Morgan Chase’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 		$8.7K Sell
740
-1,782
-71% -$19.1K ﹤0.01% 6957
2026
Q1 		$26.4K Sell
2,522
-18,154
-88% -$212K ﹤0.01% 6448
2025
Q4 		$278K Buy
20,676
+19,962
+2,796% +$249K ﹤0.01% 5355
2025
Q3 		$8.6K Sell
714
-13,162
-95% -$146K ﹤0.01% 6683
2025
Q2 		$140K Sell
13,876
-8,901
-39% -$82.9K ﹤0.01% 5439
2025
Q1 		$206K Sell
22,777
-6,362
-22% -$61.7K ﹤0.01% 5227
2024
Q4 		$281K Buy
29,139
+27,864
+2,185% +$303K ﹤0.01% 5328
2024
Q3 		$13K Buy
+1,275
New +$14.1K ﹤0.01% 6321
2024
Q2 		– Sell
-25,735
Closed -$235K – 7535
2024
Q1 		$235K Sell
25,735
-2,084
-7% -$17.4K ﹤0.01% 5265
2023
Q4 		$217K Buy
27,819
+8,603
+45% +$70.2K ﹤0.01% 5348
2023
Q3 		$157K Sell
19,216
-9,299
-33% -$81.5K ﹤0.01% 5212
2023
Q2 		$267K Buy
28,515
+4,177
+17% +$38.5K ﹤0.01% 4901
2023
Q1 		$213K Buy
24,338
+9,673
+66% +$88.2K ﹤0.01% 5025
2022
Q4 		$123K Buy
14,665
+2,825
+24% +$24.6K ﹤0.01% 5266
2022
Q3 		$106K Buy
11,840
+1,445
+14% +$16.3K ﹤0.01% 5259
2022
Q2 		$119K Buy
+10,395
New +$105K ﹤0.01% 5332

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

JP Morgan Chase's HGTY Position: Q2 2026 in Review

JP Morgan Chase reduced its Hagerty (HGTY) stake by 71% in Q2 2026, selling an estimated $19.1K and leaving 740 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #6957.

JP Morgan Chase first reported a position in HGTY in Q2 2022 and has held it in 16 quarters since. The position peaked at $281K in Q4 2024. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • JP Morgan Chase held 740 shares of Hagerty worth $8.7K as of Q2 2026.
  • JP Morgan Chase sold 1,782 Hagerty shares in Q2 2026, an estimated $19.1K.
  • Hagerty made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6957 holding.
  • JP Morgan Chase first reported a position in Hagerty in Q2 2022 and has held it in 16 quarters since.
  • JP Morgan Chase's Hagerty position peaked at $281K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.