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National Philanthropic Trust’s Hagerty HGTY Stock Holding History

National Philanthropic Trust’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 		$1.79M Hold
150,000
– – 0.03% 186
2026
Q1 		$1.58M Hold
150,000
– – 0.02% 178
2025
Q4 		$2.02M Buy
+150,000
New +$1.87M 0.02% 170

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T. Rowe Price Investment Management
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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
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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
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LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

National Philanthropic Trust's HGTY Position: Q2 2026 in Review

National Philanthropic Trust held its Hagerty (HGTY) position steady in Q2 2026 at 150,000 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #186.

National Philanthropic Trust first reported a position in HGTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.02M in Q4 2025. 119 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • National Philanthropic Trust held 150,000 shares of Hagerty worth $1.79M as of Q2 2026.
  • National Philanthropic Trust left its Hagerty share count unchanged in Q2 2026.
  • Hagerty made up 0.03% of National Philanthropic Trust's portfolio in Q2 2026, its #186 holding.
  • National Philanthropic Trust first reported a position in Hagerty in Q4 2025 and has held it in 3 quarters since.
  • National Philanthropic Trust's Hagerty position peaked at $2.02M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.