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Soros Fund Management’s Hagerty HGTY Stock Holding History

Soros Fund Management’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
2025
Q4 		– Sell
-102,611
Closed -$1.24M – 265
2025
Q3 		$1.24M Buy
+102,611
New +$1.14M 0.02% 173

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Soros Fund Management's HGTY Position: Q4 2025 in Review

Soros Fund Management sold out of Hagerty (HGTY) in Q4 2025, closing a stake of 102,611 shares — an estimated $1.24M sold.

Soros Fund Management first reported a position in HGTY in Q3 2025 and held it in 1 quarter. The position peaked at $1.24M in Q3 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q4 2025.

  • Soros Fund Management reported no remaining Hagerty position as of Q4 2025 after selling out during the quarter.
  • Soros Fund Management sold 102,611 Hagerty shares in Q4 2025, an estimated $1.24M.
  • Soros Fund Management first reported a position in Hagerty in Q3 2025 and held it in 1 quarter.
  • Soros Fund Management's Hagerty position peaked at $1.24M in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q4 2025.

Based on Soros Fund Management's 13F filing for Q4 2025, filed 13 Feb 2026.