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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
Q2 		– Sell
-38,112
Closed -$401K – 331
2026
Q1 		$401K Buy
+38,112
New +$445K 0.05% 240

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JT Stratford LLC's HGTY Position: Q2 2026 in Review

JT Stratford LLC sold out of Hagerty (HGTY) in Q2 2026, closing a stake of 38,112 shares — an estimated $401K sold.

JT Stratford LLC first reported a position in HGTY in Q1 2026 and held it in 1 quarter. The position peaked at $401K in Q1 2026. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • JT Stratford LLC reported no remaining Hagerty position as of Q2 2026 after selling out during the quarter.
  • JT Stratford LLC sold 38,112 Hagerty shares in Q2 2026, an estimated $401K.
  • JT Stratford LLC first reported a position in Hagerty in Q1 2026 and held it in 1 quarter.
  • JT Stratford LLC's Hagerty position peaked at $401K in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.