RS
HGTY icon

R Squared’s Hagerty HGTY Stock Holding History

R Squared’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 		$151K Buy
+12,635
New +$135K 0.08% 367
2025
Q1 		– Sell
-5,234
Closed -$50.5K – 807
2024
Q4 		$50.5K Buy
+5,234
New +$56.9K 0.05% 491

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

R Squared's HGTY Position: Q2 2026 in Review

R Squared opened a new position in Hagerty (HGTY) in Q2 2026: 12,635 shares worth $151K. The stake represents 0.08% of the portfolio and ranks #367 among its holdings. This is a return to the name: R Squared previously reported a position in HGTY as recently as Q4 2024.

R Squared first reported a position in HGTY in Q4 2024 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • R Squared held 12,635 shares of Hagerty worth $151K as of Q2 2026.
  • Hagerty was a new R Squared position in Q2 2026.
  • Hagerty made up 0.08% of R Squared's portfolio in Q2 2026, its #367 holding.
  • R Squared first reported a position in Hagerty in Q4 2024 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.