RIL
HGTY icon

Rothschild Investment LLC’s Hagerty HGTY Stock Holding History

Rothschild Investment LLC’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 		$24 Sell
2
-5
-71% -$53 ﹤0.01% 3599
2026
Q1 		$74 Sell
7
-3
-30% -$35 ﹤0.01% 3429
2025
Q4 		$134 Buy
+10
New +$125 ﹤0.01% 3171

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

Rothschild Investment LLC's HGTY Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Hagerty (HGTY) stake by 71% in Q2 2026, selling an estimated $53 and leaving 2 shares worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #3599.

Rothschild Investment LLC first reported a position in HGTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $134 in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Rothschild Investment LLC held 2 shares of Hagerty worth $24 as of Q2 2026.
  • Rothschild Investment LLC sold 5 Hagerty shares in Q2 2026, an estimated $53.
  • Hagerty made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3599 holding.
  • Rothschild Investment LLC first reported a position in Hagerty in Q4 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's Hagerty position peaked at $134 in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.