Legal & General Group
HGTY icon

Legal & General Group’s Hagerty HGTY Stock Holding History

Legal & General Group’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 		$189K Sell
17,964
-6,839
-28% -$79.8K ﹤0.01% 2544
2025
Q4 		$333K Sell
24,803
-5,024
-17% -$62.7K ﹤0.01% 2513
2025
Q3 		$359K Buy
29,827
+5,975
+25% +$66.2K ﹤0.01% 2530
2025
Q2 		$241K Sell
23,852
-1,296
-5% -$12.1K ﹤0.01% 2578
2025
Q1 		$227K Hold
25,148
– – ﹤0.01% 2593
2024
Q4 		$243K Buy
25,148
+9,522
+61% +$104K ﹤0.01% 2643
2024
Q3 		$159K Hold
15,626
– – ﹤0.01% 2699
2024
Q2 		$163K Hold
15,626
– – ﹤0.01% 2691
2024
Q1 		$143K Hold
15,626
– – ﹤0.01% 2717
2023
Q4 		$122K Hold
15,626
– – ﹤0.01% 2750
2023
Q3 		$128K Hold
15,626
– – ﹤0.01% 2800
2023
Q2 		$146K Buy
15,626
+8,442
+118% +$77.8K ﹤0.01% 2799
2023
Q1 		$62.8K Buy
7,184
+971
+16% +$8.86K ﹤0.01% 2839
2022
Q4 		$52.3K Hold
6,213
– – ﹤0.01% 2944
2022
Q3 		$56K Hold
6,213
– – ﹤0.01% 2951
2022
Q2 		$71K Buy
+6,213
New +$62.9K ﹤0.01% 2932

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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 $13.1B AUM 15.62% 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 $637M AUM 40.98% 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

Legal & General Group's HGTY Position: Q1 2026 in Review

Legal & General Group reduced its Hagerty (HGTY) stake by 28% in Q1 2026, selling an estimated $79.8K and leaving 17,964 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #2544.

Legal & General Group first reported a position in HGTY in Q2 2022 and has held it in 16 quarters since. The position peaked at $359K in Q3 2025. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Legal & General Group held 17,964 shares of Hagerty worth $189K as of Q1 2026.
  • Legal & General Group sold 6,839 Hagerty shares in Q1 2026, an estimated $79.8K.
  • Hagerty made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #2544 holding.
  • Legal & General Group first reported a position in Hagerty in Q2 2022 and has held it in 16 quarters since.
  • Legal & General Group's Hagerty position peaked at $359K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.