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
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 $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $11.9B AUM 10.84% 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 $691M AUM 27.96% 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