State Street
HGTY icon

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
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 $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return