Neuberger Berman Group
HGTY icon

Neuberger Berman Group’s Hagerty HGTY Stock Holding History

Neuberger Berman Group’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 		$114M Buy
9,528,505
+807,137
+9% +$8.63M 0.08% 307
2026
Q1 		$91.8M Buy
8,721,368
+451,748
+5% +$5.27M 0.07% 347
2025
Q4 		$111M Buy
8,269,620
+221,834
+3% +$2.77M 0.08% 286
2025
Q3 		$96.9M Buy
8,047,786
+2,490,359
+45% +$27.6M 0.07% 343
2025
Q2 		$56.2M Buy
5,557,427
+88,634
+2% +$826K 0.04% 432
2025
Q1 		$49.4M Buy
5,468,793
+743,597
+16% +$7.21M 0.04% 436
2024
Q4 		$45.6M Buy
4,725,196
+483,324
+11% +$5.26M 0.04% 467
2024
Q3 		$43.1M Buy
4,241,872
+127,135
+3% +$1.41M 0.03% 475
2024
Q2 		$42.8M Buy
4,114,737
+628,689
+18% +$5.83M 0.04% 469
2024
Q1 		$31.9M Sell
3,486,048
-3,258,464
-48% -$27.3M 0.03% 542
2023
Q4 		$52.6M Buy
6,744,512
+3,345,651
+98% +$27.3M 0.02% 549
2023
Q3 		$27.8M Sell
3,398,861
-23,094
-0.7% -$202K 0.03% 524
2023
Q2 		$32M Buy
3,421,955
+1,100,713
+47% +$10.1M 0.03% 508
2023
Q1 		$20.3M Buy
2,321,242
+642,663
+38% +$5.86M 0.02% 625
2022
Q4 		$14.1M Buy
+1,678,579
New +$14.6M 0.01% 685

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group's HGTY Position: Q2 2026 in Review

Neuberger Berman Group increased its Hagerty (HGTY) stake by 9.3% in Q2 2026, buying an estimated $8.63M and bringing the position to 9,528,505 shares worth $114M. The position accounts for 0.08% of the portfolio, ranked #307.

Neuberger Berman Group first reported a position in HGTY in Q4 2022 and has held it in 15 quarters since. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Neuberger Berman Group held 9,528,505 shares of Hagerty worth $114M as of Q2 2026.
  • Neuberger Berman Group bought 807,137 Hagerty shares in Q2 2026, an estimated $8.63M.
  • Hagerty made up 0.08% of Neuberger Berman Group's portfolio in Q2 2026, its #307 holding.
  • Neuberger Berman Group first reported a position in Hagerty in Q4 2022 and has held it in 15 quarters since.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.