Marshall Wace
HGTY icon

Marshall Wace’s Hagerty HGTY Stock Holding History

Marshall Wace’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
2025
Q3 		– Sell
-22,405
Closed -$227K – 3081
2025
Q2 		$227K Buy
22,405
+6,072
+37% +$56.6K ﹤0.01% 2421
2025
Q1 		$148K Buy
+16,333
New +$158K ﹤0.01% 2451
2024
Q2 		– Sell
-40,035
Closed -$366K – 2707
2024
Q1 		$366K Sell
40,035
-14,040
-26% -$118K ﹤0.01% 2043
2023
Q4 		$422K Buy
54,075
+845
+2% +$6.9K ﹤0.01% 1776
2023
Q3 		$435K Buy
+53,230
New +$467K ﹤0.01% 1765
2023
Q1 		– Sell
-50,407
Closed -$424K – 2845
2022
Q4 		$424K Buy
+50,407
New +$438K ﹤0.01% 2432

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace's HGTY Position: Q3 2025 in Review

Marshall Wace sold out of Hagerty (HGTY) in Q3 2025, closing a stake of 22,405 shares — an estimated $227K sold.

Marshall Wace first reported a position in HGTY in Q4 2022 and held it in 6 quarters. The position peaked at $435K in Q3 2023. 98 funds tracked by Wall St. Rank hold HGTY as of Q3 2025.

  • Marshall Wace reported no remaining Hagerty position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 22,405 Hagerty shares in Q3 2025, an estimated $227K.
  • Marshall Wace first reported a position in Hagerty in Q4 2022 and held it in 6 quarters.
  • Marshall Wace's Hagerty position peaked at $435K in Q3 2023.
  • 98 funds tracked by Wall St. Rank held Hagerty as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.