Nuveen’s Hagerty HGTY Stock Holding History

Nuveen’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 Q3	$1.84K	Buy	+137	New	+$1.76K	﹤0.01%	4866

Other funds holding HGTY

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Scholtz & Company Stamford, Connecticut $190M AUM 18.38% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Nuveen's HGTY Position: Q3 2026 in Review

Nuveen opened a new position in Hagerty (HGTY) in Q3 2026: 137 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #4866 among its holdings.

55 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

Nuveen held 137 shares of Hagerty worth $1.84K as of Q3 2026.
Hagerty was a new Nuveen position in Q3 2026.
Hagerty made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #4866 holding.
55 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.