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Keating Financial Advisory Services’s Hagerty HGTY Stock Holding History

Keating Financial Advisory Services’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 		$310 Buy
26
+25
+2,500% +$267 ﹤0.01% 2394
2026
Q1 		$11 Sell
1
-11
-92% -$128 ﹤0.01% 2540
2025
Q4 		$161 Buy
+12
New +$150 ﹤0.01% 2093

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Keating Financial Advisory Services's HGTY Position: Q2 2026 in Review

Keating Financial Advisory Services increased its Hagerty (HGTY) stake by 2,500% in Q2 2026, buying an estimated $267 and bringing the position to 26 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Keating Financial Advisory Services first reported a position in HGTY in Q4 2025 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Keating Financial Advisory Services held 26 shares of Hagerty worth $310 as of Q2 2026.
  • Keating Financial Advisory Services bought 25 Hagerty shares in Q2 2026, an estimated $267.
  • Hagerty made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2394 holding.
  • Keating Financial Advisory Services first reported a position in Hagerty in Q4 2025 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.