State Street
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State Street’s Hagerty HGTY Stock Holding History

State Street’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 		$3.15M Buy
264,359
+30,571
+13% +$327K ﹤0.01% 3189
2026
Q1 		$2.46M Buy
233,788
+3,002
+1% +$35K ﹤0.01% 3237
2025
Q4 		$3.1M Buy
230,786
+30,457
+15% +$380K ﹤0.01% 3190
2025
Q3 		$2.41M Buy
200,329
+62,075
+45% +$688K ﹤0.01% 3273
2025
Q2 		$1.4M Sell
138,254
-10
-0% -$93 ﹤0.01% 3418
2025
Q1 		$1.25M Buy
138,264
+420
+0.3% +$4.07K ﹤0.01% 3383
2024
Q4 		$1.33M Buy
137,844
+10,728
+8% +$117K ﹤0.01% 3424
2024
Q3 		$1.29M Sell
127,116
-9
-0% -$100 ﹤0.01% 3437
2024
Q2 		$1.32M Sell
127,125
-23
-0% -$213 ﹤0.01% 3430
2024
Q1 		$1.16M Sell
127,148
-4,209
-3% -$35.2K ﹤0.01% 3432
2023
Q4 		$1.02M Sell
131,357
-3,655
-3% -$29.8K ﹤0.01% 3477
2023
Q3 		$1.1M Buy
135,012
+11,147
+9% +$97.7K ﹤0.01% 3507
2023
Q2 		$1.16M Buy
123,865
+4,909
+4% +$45.3K ﹤0.01% 3558
2023
Q1 		$1.04M Buy
118,956
+18
+0% +$164 ﹤0.01% 3526
2022
Q4 		$1M Buy
118,938
+5,969
+5% +$51.9K ﹤0.01% 3555
2022
Q3 		$1.02M Buy
112,969
+9,545
+9% +$108K ﹤0.01% 3599
2022
Q2 		$1.19M Buy
103,424
+18,915
+22% +$192K ﹤0.01% 3598
2022
Q1 		$912K Buy
+84,509
New +$1.21M ﹤0.01% 3840

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

State Street's HGTY Position: Q2 2026 in Review

State Street increased its Hagerty (HGTY) stake by 13% in Q2 2026, buying an estimated $327K and bringing the position to 264,359 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #3189.

State Street first reported a position in HGTY in Q1 2022 and has held it in 18 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • State Street held 264,359 shares of Hagerty worth $3.15M as of Q2 2026.
  • State Street bought 30,571 Hagerty shares in Q2 2026, an estimated $327K.
  • Hagerty made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3189 holding.
  • State Street first reported a position in Hagerty in Q1 2022 and has held it in 18 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.