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 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	$27K	Buy	3,000,000 +1,964,748	+190%	+$22.2M	0.17%	115
2022 Q2	$11.9K	Buy	+1,035,252	New	+$10.5M	0.07%	184

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return