MAI Capital Management’s Hagerty HGTY Stock Holding History

MAI Capital 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 Q2	–	Sell	-57	Closed	-$601	–	3217
2026 Q1	$601	Buy	+57	New	+$665	﹤0.01%	4353

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

PCH

Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

MAI Capital Management's HGTY Position: Q2 2026 in Review

MAI Capital Management sold out of Hagerty (HGTY) in Q2 2026, closing a stake of 57 shares — an estimated $601 sold.

MAI Capital Management first reported a position in HGTY in Q1 2026 and held it in 1 quarter. The position peaked at $601 in Q1 2026. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

MAI Capital Management reported no remaining Hagerty position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 57 Hagerty shares in Q2 2026, an estimated $601.
MAI Capital Management first reported a position in Hagerty in Q1 2026 and held it in 1 quarter.
MAI Capital Management's Hagerty position peaked at $601 in Q1 2026.
127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.