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Scholtz & Company’s Hagerty HGTY Stock Holding History

Scholtz & Company’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 		$3.68M Sell
308,405
-17,100
-5% -$183K 1.84% 22
2026
Q1 		$3.43M Buy
325,505
+2,190
+0.7% +$25.6K 1.75% 26
2025
Q4 		$4.35M Sell
323,315
-1,750
-0.5% -$21.8K 1.89% 20
2025
Q3 		$3.91M Buy
325,065
+84,775
+35% +$939K 1.72% 23
2025
Q2 		$2.43M Buy
+240,290
New +$2.24M 1.07% 33

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

Scholtz & Company's HGTY Position: Q2 2026 in Review

Scholtz & Company reduced its Hagerty (HGTY) stake by 5.3% in Q2 2026, selling an estimated $183K and leaving 308,405 shares worth $3.68M. The position accounts for 1.84% of the portfolio, ranked #22.

Scholtz & Company first reported a position in HGTY in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.35M in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Scholtz & Company held 308,405 shares of Hagerty worth $3.68M as of Q2 2026.
  • Scholtz & Company sold 17,100 Hagerty shares in Q2 2026, an estimated $183K.
  • Hagerty made up 1.84% of Scholtz & Company's portfolio in Q2 2026, its #22 holding.
  • Scholtz & Company first reported a position in Hagerty in Q2 2025 and has held it in 5 quarters since.
  • Scholtz & Company's Hagerty position peaked at $4.35M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Scholtz & Company's 13F filing for Q2 2026, filed 11 Aug 2026.