PA
HGTY icon

PharVision Advisers’s Hagerty HGTY Stock Holding History

PharVision Advisers’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
Q1 		– Sell
-14,937
Closed -$201K – 342
2025
Q4 		$201K Buy
+14,937
New +$186K 0.1% 556

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
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

PharVision Advisers's HGTY Position: Q1 2026 in Review

PharVision Advisers sold out of Hagerty (HGTY) in Q1 2026, closing a stake of 14,937 shares — an estimated $201K sold.

PharVision Advisers first reported a position in HGTY in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • PharVision Advisers reported no remaining Hagerty position as of Q1 2026 after selling out during the quarter.
  • PharVision Advisers sold 14,937 Hagerty shares in Q1 2026, an estimated $201K.
  • PharVision Advisers first reported a position in Hagerty in Q4 2025 and held it in 1 quarter.
  • PharVision Advisers's Hagerty position peaked at $201K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on PharVision Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.