RWM
HGTY icon

Rialto Wealth Management’s Hagerty HGTY Stock Holding History

Rialto Wealth Management’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 		$668 Buy
56
+54
+2,700% +$577 ﹤0.01% 1529
2026
Q1 		$22 Sell
2
-8
-80% -$93 ﹤0.01% 1720
2025
Q4 		$135 Buy
10
+9
+900% +$112 ﹤0.01% 1591
2025
Q3 		$13 Hold
1
– – ﹤0.01% 1701
2025
Q2 		$11 Buy
+1
New +$9 ﹤0.01% 1698

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

Rialto Wealth Management's HGTY Position: Q2 2026 in Review

Rialto Wealth Management increased its Hagerty (HGTY) stake by 2,700% in Q2 2026, buying an estimated $577 and bringing the position to 56 shares worth $668. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

Rialto Wealth Management first reported a position in HGTY in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Rialto Wealth Management held 56 shares of Hagerty worth $668 as of Q2 2026.
  • Rialto Wealth Management bought 54 Hagerty shares in Q2 2026, an estimated $577.
  • Hagerty made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1529 holding.
  • Rialto Wealth Management first reported a position in Hagerty in Q2 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.