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Sequoia Financial Advisors’s Hagerty HGTY Stock Holding History

Sequoia Financial Advisors’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 		$170K Buy
+14,247
New +$152K ﹤0.01% 2016

Other funds holding HGTY

LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Sequoia Financial Advisors's HGTY Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Hagerty (HGTY) in Q2 2026: 14,247 shares worth $170K. The stake represents ﹤0.01% of the portfolio and ranks #2016 among its holdings.

11 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Sequoia Financial Advisors held 14,247 shares of Hagerty worth $170K as of Q2 2026.
  • Hagerty was a new Sequoia Financial Advisors position in Q2 2026.
  • Hagerty made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #2016 holding.
  • 11 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.