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MeadowBrook Investment Advisors’s Hagerty HGTY Stock Holding History

MeadowBrook Investment Advisors’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
-14,790
Closed -$199K – 194
2025
Q4 		$199K Hold
14,790
– – 0.17% 109
2025
Q3 		$178K Buy
14,790
+10
+0.1% +$111 0.15% 120
2025
Q2 		$149K Sell
14,780
-480
-3% -$4.47K 0.13% 131
2025
Q1 		$138K Hold
15,260
– – 0.13% 133
2024
Q4 		$147K Hold
15,260
– – 0.13% 134
2024
Q3 		$155K Sell
15,260
-120
-0.8% -$1.33K 0.14% 125
2024
Q2 		$160K Sell
15,380
-140
-0.9% -$1.3K 0.15% 118
2024
Q1 		$142K Sell
15,520
-1,400
-8% -$11.7K 0.13% 129
2023
Q4 		$132K Buy
+16,920
New +$138K 0.13% 128

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 $691M AUM 27.96% 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

MeadowBrook Investment Advisors's HGTY Position: Q1 2026 in Review

MeadowBrook Investment Advisors sold out of Hagerty (HGTY) in Q1 2026, closing a stake of 14,790 shares — an estimated $199K sold.

MeadowBrook Investment Advisors first reported a position in HGTY in Q4 2023 and held it in 9 quarters. The position peaked at $199K in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • MeadowBrook Investment Advisors reported no remaining Hagerty position as of Q1 2026 after selling out during the quarter.
  • MeadowBrook Investment Advisors sold 14,790 Hagerty shares in Q1 2026, an estimated $199K.
  • MeadowBrook Investment Advisors first reported a position in Hagerty in Q4 2023 and held it in 9 quarters.
  • MeadowBrook Investment Advisors's Hagerty position peaked at $199K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.