Rockefeller Capital Management’s Hagerty HGTY Stock Holding History

Rockefeller Capital 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	$8.58K	Buy	+720	New	+$7.7K	﹤0.01%	4072

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Rockefeller Capital Management's HGTY Position: Q2 2026 in Review

Rockefeller Capital Management opened a new position in Hagerty (HGTY) in Q2 2026: 720 shares worth $8.58K. The stake represents ﹤0.01% of the portfolio and ranks #4072 among its holdings.

127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

Rockefeller Capital Management held 720 shares of Hagerty worth $8.58K as of Q2 2026.
Hagerty was a new Rockefeller Capital Management position in Q2 2026.
Hagerty made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4072 holding.
127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.