SignatureFD’s Hagerty HGTY Stock Holding History

SignatureFD’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	$1.14K	Hold	96	–	–	﹤0.01%	3239
2026 Q1	$1.01K	Buy	+96	New	+$1.12K	﹤0.01%	3209

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

SignatureFD's HGTY Position: Q2 2026 in Review

SignatureFD held its Hagerty (HGTY) position steady in Q2 2026 at 96 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3239.

SignatureFD first reported a position in HGTY in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

SignatureFD held 96 shares of Hagerty worth $1.14K as of Q2 2026.
SignatureFD left its Hagerty share count unchanged in Q2 2026.
Hagerty made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3239 holding.
SignatureFD first reported a position in Hagerty in Q1 2026 and has held it in 2 quarters since.
127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.