State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance’s Hagerty HGTY Stock Holding History

State Farm Mutual Automobile Insurance’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	$545M	Hold	51,800,000	–	–	0.43%	52
2025 Q4	$696M	Hold	51,800,000	–	–	0.55%	45
2025 Q3	$624M	Hold	51,800,000	–	–	0.52%	47
2025 Q2	$524M	Hold	51,800,000	–	–	0.46%	52
2025 Q1	$468M	Hold	51,800,000	–	–	0.43%	50
2024 Q4	$500M	Hold	51,800,000	–	–	0.46%	52
2024 Q3	$527M	Buy	51,800,000 +1,800,000	+4%	+$19.9M	0.46%	52
2024 Q2	$520M	Hold	50,000,000	–	–	0.47%	49
2024 Q1	$458M	Hold	50,000,000	–	–	0.41%	50
2023 Q4	$390M	Hold	50,000,000	–	–	0.38%	51
2023 Q3	$409M	Hold	50,000,000	–	–	0.41%	50
2023 Q2	$468M	Hold	50,000,000	–	–	0.46%	48
2023 Q1	$437M	Hold	50,000,000	–	–	0.45%	50
2022 Q4	$421M	Hold	50,000,000	–	–	0.44%	50
2022 Q3	$450M	Hold	50,000,000	–	–	0.54%	42
2022 Q2	$575M	Hold	50,000,000	–	–	0.66%	37
2022 Q1	$540M	Hold	50,000,000	–	–	0.54%	41
2021 Q4	$709M	Buy	+50,000,000	New	+$781M	0.7%	34

Other funds holding HGTY

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Polar Capital Holdings London, United Kingdom $22.9B 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

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return