Polar Capital Holdings’s Hagerty HGTY Stock Holding History

Polar Capital Holdings’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	$71.5M	Hold	6,000,000	–	–	0.17%	102
2026 Q1	$63.2M	Buy	6,000,000 +232,584	+4%	+$2.72M	0.22%	82
2025 Q4	$77.5M	Sell	5,767,416 -50,000	-0.9%	-$624K	0.3%	77
2025 Q3	$70M	Buy	5,817,416 +498,389	+9%	+$5.52M	0.34%	78
2025 Q2	$53.8M	Buy	5,319,027 +319,027	+6%	+$2.97M	0.28%	87
2025 Q1	$45.2M	Hold	5,000,000	–	–	0.28%	102
2024 Q4	$48.3M	Hold	5,000,000	–	–	0.27%	94
2024 Q3	$50.9M	Hold	5,000,000	–	–	0.24%	87
2024 Q2	$52M	Hold	5,000,000	–	–	0.31%	81
2024 Q1	$45.8M	Buy	5,000,000 +75,000	+2%	+$628K	0.24%	93
2023 Q4	$38.4M	Buy	4,925,000 +343,295	+7%	+$2.8M	0.24%	95
2023 Q3	$37.4M	Hold	4,581,705	–	–	0.28%	93
2023 Q2	$42.9M	Hold	4,581,705	–	–	0.22%	95
2023 Q1	$40M	Buy	4,581,705 +55,328	+1%	+$505K	0.26%	97
2022 Q4	$38.1M	Buy	4,526,377 +1,526,377	+51%	+$13.3M	0.3%	101
2022 Q3	$27M	Buy	3,000,000 +1,964,748	+190%	+$22.2M	0.17%	115
2022 Q2	$11.9M	Buy	+1,035,252	New	+$10.5M	0.07%	184

Other funds holding HGTY

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polar Capital Holdings's HGTY Position: Q2 2026 in Review

Polar Capital Holdings held its Hagerty (HGTY) position steady in Q2 2026 at 6,000,000 shares worth $71.5M. The position accounts for 0.17% of the portfolio, ranked #102.

Polar Capital Holdings first reported a position in HGTY in Q2 2022 and has held it in 17 quarters since. The position peaked at $77.5M in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

Polar Capital Holdings held 6,000,000 shares of Hagerty worth $71.5M as of Q2 2026.
Polar Capital Holdings left its Hagerty share count unchanged in Q2 2026.
Hagerty made up 0.17% of Polar Capital Holdings's portfolio in Q2 2026, its #102 holding.
Polar Capital Holdings first reported a position in Hagerty in Q2 2022 and has held it in 17 quarters since.
Polar Capital Holdings's Hagerty position peaked at $77.5M in Q4 2025.
127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

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