Parallel Advisors’s Hagerty HGTY Stock Holding History

Parallel 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 Q3	$471	Sell	35 -97	-73%	-$1.24K	﹤0.01%	3914
2026 Q2	$1.57K	Buy	132 +123	+1,367%	+$1.32K	﹤0.01%	3580
2026 Q1	$95	Sell	9 -108	-92%	-$1.26K	﹤0.01%	3784
2025 Q4	$1.57K	Buy	117 +83	+244%	+$1.04K	﹤0.01%	3197
2025 Q3	$409	Buy	+34	New	+$377	﹤0.01%	3355

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

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

GAMC

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

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

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

MIM

Meixler Investment Management Show Low, Arizona $185M AUM 12.43% 1-Year Est. Return

CIA

Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return

Parallel Advisors's HGTY Position: Q3 2026 in Review

Parallel Advisors reduced its Hagerty (HGTY) stake by 73% in Q3 2026, selling an estimated $1.24K and leaving 35 shares worth $471. The position accounts for ﹤0.01% of the portfolio, ranked #3914.

Parallel Advisors first reported a position in HGTY in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.57K in Q2 2026. 37 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

Parallel Advisors held 35 shares of Hagerty worth $471 as of Q3 2026.
Parallel Advisors sold 97 Hagerty shares in Q3 2026, an estimated $1.24K.
Hagerty made up ﹤0.01% of Parallel Advisors's portfolio in Q3 2026, its #3914 holding.
Parallel Advisors first reported a position in Hagerty in Q3 2025 and has held it in 5 quarters since.
Parallel Advisors's Hagerty position peaked at $1.57K in Q2 2026.
37 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on Parallel Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.