Markel Group’s Hagerty HGTY Stock Holding History

Markel 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 Q2	$35.9M	Hold	3,108,000	–	–	0.27%	69
2026 Q1	$32.7M	Hold	3,108,000	–	–	0.27%	67
2025 Q4	$41.8M	Hold	3,108,000	–	–	0.33%	59
2025 Q3	$37.5M	Hold	3,108,000	–	–	0.3%	62
2025 Q2	$31.4M	Hold	3,108,000	–	–	0.27%	68
2025 Q1	$28.1M	Hold	3,108,000	–	–	0.25%	72
2024 Q4	$30M	Buy	3,108,000 +108,000	+4%	+$1.18M	0.26%	69
2024 Q3	$30.5M	Hold	3,000,000	–	–	0.27%	70
2024 Q2	$31.2M	Hold	3,000,000	–	–	0.31%	64
2024 Q1	$27.4M	Hold	3,000,000	–	–	0.27%	69
2023 Q4	$23.4M	Hold	3,000,000	–	–	0.25%	75
2023 Q3	$24.5M	Hold	3,000,000	–	–	0.3%	69
2023 Q2	$28.1M	Hold	3,000,000	–	–	0.33%	65
2023 Q1	$26.2M	Hold	3,000,000	–	–	0.33%	67
2022 Q4	$25.2M	Hold	3,000,000	–	–	0.34%	66
2022 Q3	$27M	Hold	3,000,000	–	–	0.4%	61
2022 Q2	$34.5M	Hold	3,000,000	–	–	0.49%	55
2022 Q1	$32.4M	Hold	3,000,000	–	–	0.38%	61
2021 Q4	$42.5M	Buy	+3,000,000	New	+$46.8M	0.49%	54

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Markel Group's HGTY Position: Q2 2026 in Review

Markel Group held its Hagerty (HGTY) position steady in Q2 2026 at 3,108,000 shares worth $35.9M. The position accounts for 0.27% of the portfolio, ranked #69.

Markel Group first reported a position in HGTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $42.5M in Q4 2021. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

Markel Group held 3,108,000 shares of Hagerty worth $35.9M as of Q2 2026.
Markel Group left its Hagerty share count unchanged in Q2 2026.
Hagerty made up 0.27% of Markel Group's portfolio in Q2 2026, its #69 holding.
Markel Group first reported a position in Hagerty in Q4 2021 and has held it in 19 quarters since.
Markel Group's Hagerty position peaked at $42.5M in Q4 2021.
127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.