SJS Investment Consulting
HGTY icon

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
Q3 		$2.1K Buy
156
+35
+29% +$449 ﹤0.01% 2201
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

Other funds holding HGTY

Markel Group
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Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Lincoln Capital
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

SJS Investment Consulting's HGTY Position: Q3 2026 in Review

SJS Investment Consulting increased its Hagerty (HGTY) stake by 29% in Q3 2026, buying an estimated $449 and bringing the position to 156 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

SJS Investment Consulting first reported a position in HGTY in Q3 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

  • SJS Investment Consulting held 156 shares of Hagerty worth $2.1K as of Q3 2026.
  • SJS Investment Consulting bought 35 Hagerty shares in Q3 2026, an estimated $449.
  • Hagerty made up ﹤0.01% of SJS Investment Consulting's portfolio in Q3 2026, its #2201 holding.
  • SJS Investment Consulting first reported a position in Hagerty in Q3 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on SJS Investment Consulting's 13F filing for Q3 2026, filed 26 Oct 2026.