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JT Stratford LLC’s Hagerty HGTY Stock Holding History

JT Stratford LLC’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 		$401K Buy
+38,112
New +$445K 0.05% 240

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Neuberger Berman Group
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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

JT Stratford LLC's HGTY Position: Q1 2026 in Review

JT Stratford LLC opened a new position in Hagerty (HGTY) in Q1 2026: 38,112 shares worth $401K. The stake represents 0.05% of the portfolio and ranks #240 among its holdings.

116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • JT Stratford LLC held 38,112 shares of Hagerty worth $401K as of Q1 2026.
  • Hagerty was a new JT Stratford LLC position in Q1 2026.
  • Hagerty made up 0.05% of JT Stratford LLC's portfolio in Q1 2026, its #240 holding.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.