LC
HGTY icon

Lincoln Capital’s Hagerty HGTY Stock Holding History

Lincoln Capital’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 		$11.6M Buy
973,651
+22,999
+2% +$246K 2.07% 12
2026
Q1 		$10M Buy
950,652
+137,794
+17% +$1.61M 1.9% 12
2025
Q4 		$10.9M Buy
812,858
+25,471
+3% +$318K 1.98% 12
2025
Q3 		$9.44M Buy
787,387
+180,078
+30% +$1.99M 1.77% 14
2025
Q2 		$6.14M Buy
607,309
+52,023
+9% +$485K 1.18% 20
2025
Q1 		$4.75M Buy
555,286
+60,791
+12% +$589K 0.99% 26
2024
Q4 		$4.77M Buy
494,495
+31,068
+7% +$338K 1% 25
2024
Q3 		$4.71M Buy
463,427
+32,483
+8% +$360K 1% 24
2024
Q2 		$4.48M Buy
430,944
+10,399
+2% +$96.5K 1% 25
2024
Q1 		$3.85M Buy
420,545
+91,782
+28% +$768K 0.86% 27
2023
Q4 		$2.59M Buy
328,763
+50,140
+18% +$409K 0.63% 31
2023
Q3 		$2.28M Buy
278,623
+725
+0.3% +$6.36K 0.6% 31
2023
Q2 		$2.6M Sell
277,898
-128
-0% -$1.18K 0.67% 31
2023
Q1 		$2.41M Buy
278,026
+43,470
+19% +$397K 0.66% 31
2022
Q4 		$1.97M Buy
234,556
+100,108
+74% +$871K 0.57% 34
2022
Q3 		$1.21M Buy
134,448
+87,415
+186% +$989K 0.38% 41
2022
Q2 		$540K Buy
+47,033
New +$476K 0.15% 69

Other funds holding HGTY

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Lincoln Capital's HGTY Position: Q2 2026 in Review

Lincoln Capital increased its Hagerty (HGTY) stake by 2.4% in Q2 2026, buying an estimated $246K and bringing the position to 973,651 shares worth $11.6M. The position accounts for 2.07% of the portfolio, ranked #12.

Lincoln Capital first reported a position in HGTY in Q2 2022 and has held it in 17 quarters since. 21 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Lincoln Capital held 973,651 shares of Hagerty worth $11.6M as of Q2 2026.
  • Lincoln Capital bought 22,999 Hagerty shares in Q2 2026, an estimated $246K.
  • Hagerty made up 2.07% of Lincoln Capital's portfolio in Q2 2026, its #12 holding.
  • Lincoln Capital first reported a position in Hagerty in Q2 2022 and has held it in 17 quarters since.
  • 21 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.