RFP
HGTY icon

Root Financial Partners’s Hagerty HGTY Stock Holding History

Root Financial Partners’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 		– Sell
-74
Closed -$779 – 1609
2026
Q1 		$779 Sell
74
-10
-12% -$117 ﹤0.01% 2697
2025
Q4 		$1.13K Sell
84
-16
-16% -$200 ﹤0.01% 2082
2025
Q3 		$1.2K Buy
+100
New +$1.11K ﹤0.01% 2030

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

Root Financial Partners's HGTY Position: Q2 2026 in Review

Root Financial Partners sold out of Hagerty (HGTY) in Q2 2026, closing a stake of 74 shares — an estimated $779 sold.

Root Financial Partners first reported a position in HGTY in Q3 2025 and held it in 3 quarters. The position peaked at $1.2K in Q3 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Root Financial Partners reported no remaining Hagerty position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 74 Hagerty shares in Q2 2026, an estimated $779.
  • Root Financial Partners first reported a position in Hagerty in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Hagerty position peaked at $1.2K in Q3 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.