Raymond James Financial
HGTY icon

Raymond James Financial’s Hagerty HGTY Stock Holding History

Raymond James Financial’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 		$1.33M Buy
125,965
+6,080
+5% +$71K ﹤0.01% 3656
2025
Q4 		$1.61M Buy
119,885
+5,300
+5% +$66.2K ﹤0.01% 3442
2025
Q3 		$1.38M Buy
114,585
+36,950
+48% +$409K ﹤0.01% 3460
2025
Q2 		$785K Sell
77,635
-11,443
-13% -$107K ﹤0.01% 3727
2025
Q1 		$805K Sell
89,078
-1,989
-2% -$19.3K ﹤0.01% 3637
2024
Q4 		$879K Buy
+91,067
New +$991K ﹤0.01% 3542

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $145M AUM 13.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Raymond James Financial's HGTY Position: Q1 2026 in Review

Raymond James Financial increased its Hagerty (HGTY) stake by 5.1% in Q1 2026, buying an estimated $71K and bringing the position to 125,965 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #3656.

Raymond James Financial first reported a position in HGTY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q4 2025. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Raymond James Financial held 125,965 shares of Hagerty worth $1.33M as of Q1 2026.
  • Raymond James Financial bought 6,080 Hagerty shares in Q1 2026, an estimated $71K.
  • Hagerty made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3656 holding.
  • Raymond James Financial first reported a position in Hagerty in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Hagerty position peaked at $1.61M in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.