Millennium Management’s Hagerty HGTY Stock Holding History

Millennium 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	$554K	Buy	52,608 +26,339	+100%	+$307K	﹤0.01%	4710
2025 Q4	$353K	Buy	+26,269	New	+$328K	﹤0.01%	5161
2025 Q3	–	Sell	-37,424	Closed	-$378K	–	6199
2025 Q2	$378K	Buy	37,424 +15,222	+69%	+$142K	﹤0.01%	5070
2025 Q1	$201K	Sell	22,202 -20,647	-48%	-$200K	﹤0.01%	5302
2024 Q4	$413K	Sell	42,849 -69,777	-62%	-$759K	﹤0.01%	4884
2024 Q3	$1.15M	Buy	112,626 +90,764	+415%	+$1.01M	﹤0.01%	4156
2024 Q2	$227K	Sell	21,862 -91,868	-81%	-$852K	﹤0.01%	5064
2024 Q1	$1.04M	Sell	113,730 -34,806	-23%	-$291K	﹤0.01%	4261
2023 Q4	$1.16M	Buy	148,536 +84,171	+131%	+$687K	﹤0.01%	4040
2023 Q3	$526K	Buy	+64,365	New	+$564K	﹤0.01%	4625
2023 Q2	–	Sell	-13,514	Closed	-$118K	–	6344
2023 Q1	$118K	Sell	13,514 -80,397	-86%	-$733K	﹤0.01%	5364
2022 Q4	$790K	Buy	+93,911	New	+$817K	﹤0.01%	4388
2022 Q3	–	Sell	-10,795	Closed	-$124K	–	7228
2022 Q2	$124K	Buy	+10,795	New	+$109K	﹤0.01%	5848

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Millennium Management's HGTY Position: Q1 2026 in Review

Millennium Management increased its Hagerty (HGTY) stake by 100% in Q1 2026, buying an estimated $307K and bringing the position to 52,608 shares worth $554K. The position accounts for ﹤0.01% of the portfolio, ranked #4710.

Millennium Management first reported a position in HGTY in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.16M in Q4 2023. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

Millennium Management held 52,608 shares of Hagerty worth $554K as of Q1 2026.
Millennium Management bought 26,339 Hagerty shares in Q1 2026, an estimated $307K.
Hagerty made up ﹤0.01% of Millennium Management's portfolio in Q1 2026, its #4710 holding.
Millennium Management first reported a position in Hagerty in Q2 2022 and has held it in 13 quarters since.
Millennium Management's Hagerty position peaked at $1.16M in Q4 2023.
117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.