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 		– Sell
-1,000
Closed -$10.5K – 9689
2026
Q1 		$10.5K Sell
1,000
-600
-38% -$7K ﹤0.01% 7317
2025
Q4 		$21.5K Buy
1,600
+900
+129% +$11.2K ﹤0.01% 6406
2025
Q3 		$8K Buy
700
+600
+600% +$6.65K ﹤0.01% 8024
2025
Q2 		$1K Buy
+100
New +$932 ﹤0.01% 8326
2025
Q1 		– Sell
-11,100
Closed -$107K – 8943
2024
Q4 		$107K Buy
11,100
+8,300
+296% +$90.3K ﹤0.01% 5108
2024
Q3 		$28K Buy
2,800
+1,700
+155% +$18.8K ﹤0.01% 6408
2024
Q2 		$11K Buy
+1,100
New +$10.2K ﹤0.01% 7359
2023
Q4 		– Sell
-200
Closed -$1K – 9216
2023
Q3 		$1K Buy
+200
New +$1.75K ﹤0.01% 8319

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. 127 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.
  • 127 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.