Morgan Stanley
HGTY icon

Morgan Stanley’s Hagerty HGTY Stock Holding History

Morgan Stanley’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 		$3.66M Buy
307,146
+9,994
+3% +$107K ﹤0.01% 4447
2026
Q1 		$3.13M Sell
297,152
-35,667
-11% -$416K ﹤0.01% 4451
2025
Q4 		$4.47M Buy
332,819
+101,552
+44% +$1.27M ﹤0.01% 4261
2025
Q3 		$2.78M Buy
231,267
+156,294
+208% +$1.73M ﹤0.01% 4573
2025
Q2 		$758K Buy
74,973
+9,194
+14% +$85.7K ﹤0.01% 5249
2025
Q1 		$595K Sell
65,779
-6,426
-9% -$62.3K ﹤0.01% 5258
2024
Q4 		$697K Buy
72,205
+5,473
+8% +$59.5K ﹤0.01% 5278
2024
Q3 		$679K Buy
66,732
+15,604
+31% +$173K ﹤0.01% 5252
2024
Q2 		$532K Sell
51,128
-90,232
-64% -$837K ﹤0.01% 5265
2024
Q1 		$1.29M Buy
141,360
+11,787
+9% +$98.7K ﹤0.01% 4835
2023
Q4 		$1.01M Buy
129,573
+82,436
+175% +$673K ﹤0.01% 4923
2023
Q3 		$385K Buy
47,137
+8,083
+21% +$70.9K ﹤0.01% 5291
2023
Q2 		$366K Sell
39,054
-2,172
-5% -$20K ﹤0.01% 5371
2023
Q1 		$360K Sell
41,226
-25,172
-38% -$230K ﹤0.01% 5440
2022
Q4 		$558K Sell
66,398
-56,107
-46% -$488K ﹤0.01% 5187
2022
Q3 		$1.1M Buy
122,505
+9,853
+9% +$111K ﹤0.01% 4826
2022
Q2 		$1.29M Sell
112,652
-10,870
-9% -$110K ﹤0.01% 4849
2022
Q1 		$1.33M Buy
123,522
+76,968
+165% +$1.1M ﹤0.01% 4795
2021
Q4 		$660K Buy
+46,554
New +$727K ﹤0.01% 5383

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

Morgan Stanley's HGTY Position: Q2 2026 in Review

Morgan Stanley increased its Hagerty (HGTY) stake by 3.4% in Q2 2026, buying an estimated $107K and bringing the position to 307,146 shares worth $3.66M. The position accounts for ﹤0.01% of the portfolio, ranked #4447.

Morgan Stanley first reported a position in HGTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.47M in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Morgan Stanley held 307,146 shares of Hagerty worth $3.66M as of Q2 2026.
  • Morgan Stanley bought 9,994 Hagerty shares in Q2 2026, an estimated $107K.
  • Hagerty made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4447 holding.
  • Morgan Stanley first reported a position in Hagerty in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Hagerty position peaked at $4.47M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.