LPL Financial
HGTY icon

LPL Financial’s Hagerty HGTY Stock Holding History

LPL Financial’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 		$1.49M Buy
141,249
+26,210
+23% +$306K ﹤0.01% 3792
2025
Q4 		$1.55M Buy
115,039
+3,321
+3% +$41.5K ﹤0.01% 3634
2025
Q3 		$1.35M Sell
111,718
-3,765
-3% -$41.7K ﹤0.01% 3715
2025
Q2 		$1.17M Sell
115,483
-135
-0.1% -$1.26K ﹤0.01% 3608
2025
Q1 		$1.05M Buy
115,618
+520
+0.5% +$5.04K ﹤0.01% 3515
2024
Q4 		$1.11M Sell
115,098
-200
-0.2% -$2.18K ﹤0.01% 3405
2024
Q3 		$1.17M Sell
115,298
-233
-0.2% -$2.58K ﹤0.01% 3244
2024
Q2 		$1.2M Sell
115,531
-1,600
-1% -$14.8K ﹤0.01% 3084
2024
Q1 		$1.07M Buy
117,131
+9,000
+8% +$75.4K ﹤0.01% 3113
2023
Q4 		$843K Buy
108,131
+13,025
+14% +$106K ﹤0.01% 3193
2023
Q3 		$777K Buy
95,106
+12,192
+15% +$107K ﹤0.01% 3122
2023
Q2 		$776K Buy
82,914
+24,799
+43% +$229K ﹤0.01% 3067
2023
Q1 		$508K Buy
58,115
+27,553
+90% +$251K ﹤0.01% 3312
2022
Q4 		$257K Buy
+30,562
New +$266K ﹤0.01% 3786

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 $11.9B AUM 10.84% 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 $691M AUM 27.96% 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

LPL Financial's HGTY Position: Q1 2026 in Review

LPL Financial increased its Hagerty (HGTY) stake by 23% in Q1 2026, buying an estimated $306K and bringing the position to 141,249 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #3792.

LPL Financial first reported a position in HGTY in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.55M in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • LPL Financial held 141,249 shares of Hagerty worth $1.49M as of Q1 2026.
  • LPL Financial bought 26,210 Hagerty shares in Q1 2026, an estimated $306K.
  • Hagerty made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3792 holding.
  • LPL Financial first reported a position in Hagerty in Q4 2022 and has held it in 14 quarters since.
  • LPL Financial's Hagerty position peaked at $1.55M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.