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SJS Investment Consulting’s Hagerty HGTY Stock Holding History

SJS Investment Consulting’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 		$1.44K Buy
121
+118
+3,933% +$1.26K ﹤0.01% 1900
2026
Q1 		$32 Hold
3
– – ﹤0.01% 2313
2025
Q4 		$41 Hold
3
– – ﹤0.01% 2035
2025
Q3 		$37 Buy
+3
New +$33 ﹤0.01% 1621

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T. Rowe Price Investment Management
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PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
MG
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Vanguard Capital Management
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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
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LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

SJS Investment Consulting's HGTY Position: Q2 2026 in Review

SJS Investment Consulting increased its Hagerty (HGTY) stake by 3,933% in Q2 2026, buying an estimated $1.26K and bringing the position to 121 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1900.

SJS Investment Consulting first reported a position in HGTY in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • SJS Investment Consulting held 121 shares of Hagerty worth $1.44K as of Q2 2026.
  • SJS Investment Consulting bought 118 Hagerty shares in Q2 2026, an estimated $1.26K.
  • Hagerty made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1900 holding.
  • SJS Investment Consulting first reported a position in Hagerty in Q3 2025 and has held it in 4 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.