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Oxford Financial Group’s Hagerty HGTY Stock Holding History

Oxford Financial 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 		$2.03M Hold
170,000
– – 0.1% 63
2026
Q1 		$1.79M Hold
170,000
– – 0.1% 65
2025
Q4 		$2.28M Hold
170,000
– – 0.13% 56
2025
Q3 		$2.05M Buy
+170,000
New +$1.88M 0.12% 61

Other funds holding HGTY

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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

Oxford Financial Group's HGTY Position: Q2 2026 in Review

Oxford Financial Group held its Hagerty (HGTY) position steady in Q2 2026 at 170,000 shares worth $2.03M. The position accounts for 0.1% of the portfolio, ranked #63.

Oxford Financial Group first reported a position in HGTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.28M in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Oxford Financial Group held 170,000 shares of Hagerty worth $2.03M as of Q2 2026.
  • Oxford Financial Group left its Hagerty share count unchanged in Q2 2026.
  • Hagerty made up 0.1% of Oxford Financial Group's portfolio in Q2 2026, its #63 holding.
  • Oxford Financial Group first reported a position in Hagerty in Q3 2025 and has held it in 4 quarters since.
  • Oxford Financial Group's Hagerty position peaked at $2.28M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.