Royal Bank of Canada
HGTY icon

Royal Bank of Canada’s Hagerty HGTY Stock Holding History

Royal Bank of Canada’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 		$329K Sell
27,562
-6
-0% -$64 ﹤0.01% 4658
2026
Q1 		$290K Sell
27,568
-273
-1% -$3.19K ﹤0.01% 4487
2025
Q4 		$374K Sell
27,841
-5,509
-17% -$68.8K ﹤0.01% 4370
2025
Q3 		$402K Buy
33,350
+5,990
+22% +$66.4K ﹤0.01% 4644
2025
Q2 		$275K Sell
27,360
-2,756
-9% -$25.7K ﹤0.01% 4919
2025
Q1 		$272K Sell
30,116
-471
-2% -$4.57K ﹤0.01% 4476
2024
Q4 		$295K Sell
30,587
-390
-1% -$4.24K ﹤0.01% 4490
2024
Q3 		$315K Buy
30,977
+1,504
+5% +$16.7K ﹤0.01% 4467
2024
Q2 		$306K Buy
29,473
+242
+0.8% +$2.25K ﹤0.01% 4409
2024
Q1 		$267K Buy
29,231
+27,918
+2,126% +$234K ﹤0.01% 4448
2023
Q4 		$10K Sell
1,313
-1,100
-46% -$8.98K ﹤0.01% 6492
2023
Q3 		$19K Sell
2,413
-5
-0.2% -$44 ﹤0.01% 6199
2023
Q2 		$23K Sell
2,418
-100,025
-98% -$922K ﹤0.01% 6140
2023
Q1 		$895K Buy
102,443
+97,601
+2,016% +$890K ﹤0.01% 3426
2022
Q4 		$40K Sell
4,842
-102,656
-95% -$893K ﹤0.01% 6011
2022
Q3 		$966K Buy
107,498
+100,313
+1,396% +$1.13M ﹤0.01% 3483
2022
Q2 		$82K Buy
7,185
+69
+1% +$699 ﹤0.01% 5471
2022
Q1 		$77K Buy
7,116
+202
+3% +$2.89K ﹤0.01% 5818
2021
Q4 		$98K Buy
+6,914
New +$108K ﹤0.01% 5962

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

Royal Bank of Canada's HGTY Position: Q2 2026 in Review

Royal Bank of Canada reduced its Hagerty (HGTY) stake by 0.02% in Q2 2026, selling an estimated $64 and leaving 27,562 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #4658.

Royal Bank of Canada first reported a position in HGTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $966K in Q3 2022. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Royal Bank of Canada held 27,562 shares of Hagerty worth $329K as of Q2 2026.
  • Royal Bank of Canada sold 6 Hagerty shares in Q2 2026, an estimated $64.
  • Hagerty made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #4658 holding.
  • Royal Bank of Canada first reported a position in Hagerty in Q4 2021 and has held it in 19 quarters since.
  • Royal Bank of Canada's Hagerty position peaked at $966K in Q3 2022.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.