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LRI Investments’s Hagerty HGTY Stock Holding History

LRI Investments’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 		$36 Buy
+3
New +$32 ﹤0.01% 1927

Other funds holding HGTY

LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LRI Investments's HGTY Position: Q2 2026 in Review

LRI Investments opened a new position in Hagerty (HGTY) in Q2 2026: 3 shares worth $36. The stake represents ﹤0.01% of the portfolio and ranks #1927 among its holdings.

6 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • LRI Investments held 3 shares of Hagerty worth $36 as of Q2 2026.
  • Hagerty was a new LRI Investments position in Q2 2026.
  • Hagerty made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1927 holding.
  • 6 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.