Painted Porch Advisors’s Hagerty HGTY Stock Holding History

Painted Porch Advisors’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	$222K	Hold	18,638	–	–	0.1%	72
2026 Q1	$196K	Hold	18,638	–	–	0.09%	66
2025 Q4	$250K	Hold	18,638	–	–	0.1%	64
2025 Q3	$224K	Hold	18,638	–	–	0.09%	74
2025 Q2	$188K	Hold	18,638	–	–	0.08%	71
2025 Q1	$168K	Hold	18,638	–	–	0.07%	71
2024 Q4	$180K	Hold	18,638	–	–	0.09%	73
2024 Q3	$190K	Buy	18,638 +10,297	+123%	+$114K	0.1%	69
2024 Q2	$86.7K	Buy	+8,341	New	+$77.4K	0.05%	95

Other funds holding HGTY

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

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

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Painted Porch Advisors's HGTY Position: Q2 2026 in Review

Painted Porch Advisors held its Hagerty (HGTY) position steady in Q2 2026 at 18,638 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #72.

Painted Porch Advisors first reported a position in HGTY in Q2 2024 and has held it in 9 quarters since. The position peaked at $250K in Q4 2025. 17 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

Painted Porch Advisors held 18,638 shares of Hagerty worth $222K as of Q2 2026.
Painted Porch Advisors left its Hagerty share count unchanged in Q2 2026.
Hagerty made up 0.1% of Painted Porch Advisors's portfolio in Q2 2026, its #72 holding.
Painted Porch Advisors first reported a position in Hagerty in Q2 2024 and has held it in 9 quarters since.
Painted Porch Advisors's Hagerty position peaked at $250K in Q4 2025.
17 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Painted Porch Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.