OC
HGTY icon

Oppenheimer & Co’s Hagerty HGTY Stock Holding History

Oppenheimer & Co’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 		$1.07M Buy
+89,417
New +$956K 0.01% 903

Other funds holding HGTY

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
DL
Dockside LLC New York $427M AUM
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Oppenheimer & Co's HGTY Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in Hagerty (HGTY) in Q2 2026: 89,417 shares worth $1.07M. The stake represents 0.01% of the portfolio and ranks #903 among its holdings.

30 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Oppenheimer & Co held 89,417 shares of Hagerty worth $1.07M as of Q2 2026.
  • Hagerty was a new Oppenheimer & Co position in Q2 2026.
  • Hagerty made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #903 holding.
  • 30 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.