JT
HGTY icon

Jupiter Topco’s Hagerty HGTY Stock Holding History

Jupiter Topco’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 		$178K Buy
+14,933
New +$160K ﹤0.01% 2422

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

Jupiter Topco's HGTY Position: Q2 2026 in Review

Jupiter Topco opened a new position in Hagerty (HGTY) in Q2 2026: 14,933 shares worth $178K. The stake represents ﹤0.01% of the portfolio and ranks #2422 among its holdings.

119 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Jupiter Topco held 14,933 shares of Hagerty worth $178K as of Q2 2026.
  • Hagerty was a new Jupiter Topco position in Q2 2026.
  • Hagerty made up ﹤0.01% of Jupiter Topco's portfolio in Q2 2026, its #2422 holding.
  • 119 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.