MIM
HGTY icon

Meixler Investment Management’s Hagerty HGTY Stock Holding History

Meixler Investment 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 		$304K Sell
25,525
-725
-3% -$7.75K 0.17% 77
2026
Q1 		$288K Sell
26,250
-2,850
-10% -$33.3K 0.15% 79
2025
Q4 		$391K Sell
29,100
-15
-0.1% -$187 0.24% 69
2025
Q3 		$351K Sell
29,115
-180
-0.6% -$1.99K 0.21% 74
2025
Q2 		$296K Buy
29,295
+190
+0.7% +$1.77K 0.2% 73
2025
Q1 		$263K Buy
29,105
+630
+2% +$6.11K 0.18% 79
2024
Q4 		$275K Buy
28,475
+1,020
+4% +$11.1K 0.2% 82
2024
Q3 		$279K Buy
27,455
+2,430
+10% +$26.9K 0.21% 80
2024
Q2 		$260K Buy
25,025
+700
+3% +$6.49K 0.2% 76
2024
Q1 		$223K Buy
24,325
+4,250
+21% +$35.6K 0.17% 88
2023
Q4 		$157K Buy
20,075
+350
+2% +$2.86K 0.13% 77
2023
Q3 		$161K Buy
+19,725
New +$173K 0.14% 78

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Meixler Investment Management's HGTY Position: Q2 2026 in Review

Meixler Investment Management reduced its Hagerty (HGTY) stake by 2.8% in Q2 2026, selling an estimated $7.75K and leaving 25,525 shares worth $304K. The position accounts for 0.17% of the portfolio, ranked #77.

Meixler Investment Management first reported a position in HGTY in Q3 2023 and has held it in 12 quarters since. The position peaked at $391K in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Meixler Investment Management held 25,525 shares of Hagerty worth $304K as of Q2 2026.
  • Meixler Investment Management sold 725 Hagerty shares in Q2 2026, an estimated $7.75K.
  • Hagerty made up 0.17% of Meixler Investment Management's portfolio in Q2 2026, its #77 holding.
  • Meixler Investment Management first reported a position in Hagerty in Q3 2023 and has held it in 12 quarters since.
  • Meixler Investment Management's Hagerty position peaked at $391K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Meixler Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.