SAG
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SageView Advisory Group’s Hagerty HGTY Stock Holding History

SageView Advisory Group’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 		– Sell
-64
Closed -$861 – 1364
2025
Q4 		$861 Buy
+64
New +$799 ﹤0.01% 2390

Other funds holding HGTY

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PCH
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T. Rowe Price Investment Management
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MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

SageView Advisory Group's HGTY Position: Q1 2026 in Review

SageView Advisory Group sold out of Hagerty (HGTY) in Q1 2026, closing a stake of 64 shares — an estimated $861 sold.

SageView Advisory Group first reported a position in HGTY in Q4 2025 and held it in 1 quarter. The position peaked at $861 in Q4 2025. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • SageView Advisory Group reported no remaining Hagerty position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 64 Hagerty shares in Q1 2026, an estimated $861.
  • SageView Advisory Group first reported a position in Hagerty in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Hagerty position peaked at $861 in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.