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
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

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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 $11.9B AUM 10.84% 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 $691M AUM 27.96% 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

Rialto Wealth Management's HGTY Position: Q1 2026 in Review

Rialto Wealth Management reduced its Hagerty (HGTY) stake by 80% in Q1 2026, selling an estimated $93 and leaving 2 shares worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Rialto Wealth Management first reported a position in HGTY in Q2 2025 and has held it in 4 quarters since. The position peaked at $135 in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Rialto Wealth Management held 2 shares of Hagerty worth $22 as of Q1 2026.
  • Rialto Wealth Management sold 8 Hagerty shares in Q1 2026, an estimated $93.
  • Hagerty made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1720 holding.
  • Rialto Wealth Management first reported a position in Hagerty in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Hagerty position peaked at $135 in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.