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Palisade Capital Management’s Hagerty HGTY Stock Holding History

Palisade Capital Management’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 		$1.41M Buy
118,657
+8,021
+7% +$85.8K 0.06% 230
2026
Q1 		$1.16M Buy
110,636
+54,365
+97% +$635K 0.04% 231
2025
Q4 		$756K Sell
56,271
-5,792
-9% -$72.3K 0.02% 307
2025
Q3 		$747K Buy
+62,063
New +$688K 0.02% 322

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
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

Palisade Capital Management's HGTY Position: Q2 2026 in Review

Palisade Capital Management increased its Hagerty (HGTY) stake by 7.2% in Q2 2026, buying an estimated $85.8K and bringing the position to 118,657 shares worth $1.41M. The position accounts for 0.06% of the portfolio, ranked #230.

Palisade Capital Management first reported a position in HGTY in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Palisade Capital Management held 118,657 shares of Hagerty worth $1.41M as of Q2 2026.
  • Palisade Capital Management bought 8,021 Hagerty shares in Q2 2026, an estimated $85.8K.
  • Hagerty made up 0.06% of Palisade Capital Management's portfolio in Q2 2026, its #230 holding.
  • Palisade Capital Management first reported a position in Hagerty in Q3 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Palisade Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.