MAM
HGTY icon

Marquette Asset Management’s Hagerty HGTY Stock Holding History

Marquette Asset 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
Q1 		– Sell
-154
Closed -$2.07K – 850
2025
Q4 		$2.07K Buy
+154
New +$1.92K ﹤0.01% 477

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 $637M AUM 40.98% 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

Marquette Asset Management's HGTY Position: Q1 2026 in Review

Marquette Asset Management sold out of Hagerty (HGTY) in Q1 2026, closing a stake of 154 shares — an estimated $2.07K sold.

Marquette Asset Management first reported a position in HGTY in Q4 2025 and held it in 1 quarter. The position peaked at $2.07K in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Marquette Asset Management reported no remaining Hagerty position as of Q1 2026 after selling out during the quarter.
  • Marquette Asset Management sold 154 Hagerty shares in Q1 2026, an estimated $2.07K.
  • Marquette Asset Management first reported a position in Hagerty in Q4 2025 and held it in 1 quarter.
  • Marquette Asset Management's Hagerty position peaked at $2.07K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Marquette Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.