KWM
HGTY icon

Kingsview Wealth Management’s Hagerty HGTY Stock Holding History

Kingsview Wealth Management’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 		– Sell
-13,459
Closed -$181K – 1373
2025
Q4 		$181K Buy
13,459
+232
+2% +$2.9K ﹤0.01% 1186
2025
Q3 		$159K Buy
+13,227
New +$147K ﹤0.01% 1158

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
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Kingsview Wealth Management's HGTY Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Hagerty (HGTY) in Q1 2026, closing a stake of 13,459 shares — an estimated $181K sold.

Kingsview Wealth Management first reported a position in HGTY in Q3 2025 and held it in 2 quarters. The position peaked at $181K in Q4 2025. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Hagerty position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 13,459 Hagerty shares in Q1 2026, an estimated $181K.
  • Kingsview Wealth Management first reported a position in Hagerty in Q3 2025 and held it in 2 quarters.
  • Kingsview Wealth Management's Hagerty position peaked at $181K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.