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Steward Partners Investment Advisory’s Hagerty HGTY Stock Holding History

Steward Partners Investment Advisory’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 		$160K Hold
13,434
– – ﹤0.01% 2341
2026
Q1 		$141K Buy
13,434
+407
+3% +$4.75K ﹤0.01% 2186
2025
Q4 		$175K Hold
13,027
– – ﹤0.01% 1985
2025
Q3 		$157K Buy
13,027
+1,403
+12% +$15.5K ﹤0.01% 1986
2025
Q2 		$118K Buy
11,624
+469
+4% +$4.37K ﹤0.01% 2020
2025
Q1 		$101K Buy
11,155
+830
+8% +$8.05K ﹤0.01% 2011
2024
Q4 		$99.6K Buy
10,325
+2,726
+36% +$29.7K ﹤0.01% 1986
2024
Q3 		$77.3K Buy
7,599
+1,657
+28% +$18.4K ﹤0.01% 2017
2024
Q2 		$61.8K Buy
5,942
+998
+20% +$9.26K ﹤0.01% 1999
2024
Q1 		$45.2K Buy
4,944
+122
+3% +$1.02K ﹤0.01% 2168
2023
Q4 		$37.6K Buy
4,822
+1,052
+28% +$8.59K ﹤0.01% 2114
2023
Q3 		$30.8K Buy
3,770
+2,148
+132% +$18.8K ﹤0.01% 2121
2023
Q2 		$15.2K Buy
1,622
+277
+21% +$2.55K ﹤0.01% 2417
2023
Q1 		$11.8K Sell
1,345
-342
-20% -$3.12K ﹤0.01% 2482
2022
Q4 		$14.2K Buy
1,687
+1,512
+864% +$13.1K ﹤0.01% 2405
2022
Q3 		$2K Sell
175
-325
-65% -$3.68K ﹤0.01% 3018
2022
Q2 		$6K Hold
500
– – ﹤0.01% 2690
2022
Q1 		$5K Hold
500
– – ﹤0.01% 2883
2021
Q4 		$7K Buy
+500
New +$7.81K ﹤0.01% 2724

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steward Partners Investment Advisory's HGTY Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Hagerty (HGTY) position steady in Q2 2026 at 13,434 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Steward Partners Investment Advisory first reported a position in HGTY in Q4 2021 and has held it in 19 quarters since. The position peaked at $175K in Q4 2025. 89 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Steward Partners Investment Advisory held 13,434 shares of Hagerty worth $160K as of Q2 2026.
  • Steward Partners Investment Advisory left its Hagerty share count unchanged in Q2 2026.
  • Hagerty made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2341 holding.
  • Steward Partners Investment Advisory first reported a position in Hagerty in Q4 2021 and has held it in 19 quarters since.
  • Steward Partners Investment Advisory's Hagerty position peaked at $175K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.