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Steve Schonfeld’s Hagerty HGTY Stock Holding History

Steve Schonfeld’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 		$448K Buy
37,562
+12,204
+48% +$130K ﹤0.01% 1864
2026
Q1 		$267K Sell
25,358
-1,360
-5% -$15.9K ﹤0.01% 1626
2025
Q4 		$359K Buy
26,718
+13,808
+107% +$172K ﹤0.01% 1513
2025
Q3 		$155K Buy
+12,910
New +$143K ﹤0.01% 1981
2022
Q4 		– Sell
-30,200
Closed -$271K – 2771
2022
Q3 		$271K Buy
30,200
+11,800
+64% +$134K ﹤0.01% 2144
2022
Q2 		$212K Sell
18,400
-2,800
-13% -$28.4K ﹤0.01% 1854
2022
Q1 		$229K Buy
+21,200
New +$303K ﹤0.01% 1857

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

Steve Schonfeld's HGTY Position: Q2 2026 in Review

Steve Schonfeld increased its Hagerty (HGTY) stake by 48% in Q2 2026, buying an estimated $130K and bringing the position to 37,562 shares worth $448K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Steve Schonfeld first reported a position in HGTY in Q1 2022 and has held it in 7 quarters since. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Steve Schonfeld held 37,562 shares of Hagerty worth $448K as of Q2 2026.
  • Steve Schonfeld bought 12,204 Hagerty shares in Q2 2026, an estimated $130K.
  • Hagerty made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1864 holding.
  • Steve Schonfeld first reported a position in Hagerty in Q1 2022 and has held it in 7 quarters since.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.