Simplex Trading
HGTY icon

Simplex Trading’s Hagerty HGTY Stock Holding History

Simplex Trading’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 		$24.5K Buy
2,059
+1,729
+524% +$18.5K ﹤0.01% 6921
2026
Q1 		$3.47K Buy
+330
New +$3.85K ﹤0.01% 8104
2025
Q1 		– Sell
-2,240
Closed -$21.7K – 8942
2024
Q4 		$21K Sell
2,240
-1,553
-41% -$16.9K ﹤0.01% 6643
2024
Q3 		$38K Buy
+3,793
New +$42K ﹤0.01% 6127
2024
Q2 		– Sell
-1,397
Closed -$13K – 9198
2024
Q1 		$12K Buy
1,397
+1,181
+547% +$9.89K ﹤0.01% 7473
2023
Q4 		$1K Buy
216
+112
+108% +$914 ﹤0.01% 8495
2023
Q3 		$0 Sell
104
-9,928
-99% -$87K ﹤0.01% 9105
2023
Q2 		$93K Buy
10,032
+437
+5% +$4.03K ﹤0.01% 5164
2023
Q1 		$83K Buy
9,595
+9,557
+25,150% +$87.2K ﹤0.01% 5360
2022
Q4 		$0 Sell
38
-673
-95% -$5.85K ﹤0.01% 9666
2022
Q3 		$6K Sell
711
-1,272
-64% -$14.4K ﹤0.01% 8643
2022
Q2 		$22K Buy
1,983
+495
+33% +$5.01K ﹤0.01% 7487
2022
Q1 		$16K Buy
+1,488
New +$21.3K ﹤0.01% 8460

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

Simplex Trading's HGTY Position: Q2 2026 in Review

Simplex Trading increased its Hagerty (HGTY) stake by 524% in Q2 2026, buying an estimated $18.5K and bringing the position to 2,059 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6921.

Simplex Trading first reported a position in HGTY in Q1 2022 and has held it in 13 quarters since. The position peaked at $93K in Q2 2023. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Simplex Trading held 2,059 shares of Hagerty worth $24.5K as of Q2 2026.
  • Simplex Trading bought 1,729 Hagerty shares in Q2 2026, an estimated $18.5K.
  • Hagerty made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6921 holding.
  • Simplex Trading first reported a position in Hagerty in Q1 2022 and has held it in 13 quarters since.
  • Simplex Trading's Hagerty position peaked at $93K in Q2 2023.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.