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Parkworth Wealth Management’s Hagerty HGTY Stock Holding History

Parkworth Wealth 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
2025
Q2 		$303 Buy
+30
New +$280 ﹤0.01% 793

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Parkworth Wealth Management's HGTY Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in Hagerty (HGTY) in Q2 2025: 30 shares worth $303. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings.

89 funds tracked by Wall St. Rank hold HGTY as of Q2 2025.

  • Parkworth Wealth Management held 30 shares of Hagerty worth $303 as of Q2 2025.
  • Hagerty was a new Parkworth Wealth Management position in Q2 2025.
  • Hagerty made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #793 holding.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.