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SBI Securities’s Hagerty HGTY Stock Holding History

SBI Securities’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
2025
Q3 		– Sell
-1
Closed -$10 – 4242
2025
Q2 		$10 Buy
+1
New +$9 ﹤0.01% 4008

Other funds holding HGTY

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PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SBI Securities's HGTY Position: Q3 2025 in Review

SBI Securities sold out of Hagerty (HGTY) in Q3 2025, closing a stake of 1 share — an estimated $10 sold.

SBI Securities first reported a position in HGTY in Q2 2025 and held it in 1 quarter. The position peaked at $10 in Q2 2025. 98 funds tracked by Wall St. Rank hold HGTY as of Q3 2025.

  • SBI Securities reported no remaining Hagerty position as of Q3 2025 after selling out during the quarter.
  • SBI Securities sold 1 Hagerty share in Q3 2025, an estimated $10.
  • SBI Securities first reported a position in Hagerty in Q2 2025 and held it in 1 quarter.
  • SBI Securities's Hagerty position peaked at $10 in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Hagerty as of Q3 2025.

Based on SBI Securities's 13F filing for Q3 2025, filed 5 Nov 2025.