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
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 $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Simplex Trading's HGTY Position: Q1 2026 in Review

Simplex Trading opened a new position in Hagerty (HGTY) in Q1 2026: 330 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #8104 among its holdings. This is a return to the name: Simplex Trading previously reported a position in HGTY as recently as Q4 2024.

Simplex Trading first reported a position in HGTY in Q1 2022 and has held it in 12 quarters since. The position peaked at $93K in Q2 2023. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Simplex Trading held 330 shares of Hagerty worth $3.47K as of Q1 2026.
  • Hagerty was a new Simplex Trading position in Q1 2026.
  • Hagerty made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8104 holding.
  • Simplex Trading first reported a position in Hagerty in Q1 2022 and has held it in 12 quarters since.
  • Simplex Trading's Hagerty position peaked at $93K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.