Swiss National Bank
HGTY icon

Swiss National Bank’s Hagerty HGTY Stock Holding History

Swiss National Bank’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 		$966K Buy
81,060
+1,800
+2% +$19.2K ﹤0.01% 2219
2026
Q1 		$835K Hold
79,260
– – ﹤0.01% 2200
2025
Q4 		$1.07M Buy
79,260
+2,600
+3% +$32.5K ﹤0.01% 2151
2025
Q3 		$923K Buy
76,660
+15,560
+25% +$172K ﹤0.01% 2193
2025
Q2 		$618K Hold
61,100
– – ﹤0.01% 2288
2025
Q1 		$552K Buy
61,100
+8,100
+15% +$78.5K ﹤0.01% 2325
2024
Q4 		$511K Buy
53,000
+3,000
+6% +$32.6K ﹤0.01% 2401
2024
Q3 		$509K Hold
50,000
– – ﹤0.01% 2432
2024
Q2 		$520K Hold
50,000
– – ﹤0.01% 2414
2024
Q1 		$458K Hold
50,000
– – ﹤0.01% 2466
2023
Q4 		$390K Sell
50,000
-5,700
-10% -$46.5K ﹤0.01% 2508
2023
Q3 		$455K Buy
55,700
+1,800
+3% +$15.8K ﹤0.01% 2525
2023
Q2 		$505K Hold
53,900
– – ﹤0.01% 2533
2023
Q1 		$471K Sell
53,900
-4,300
-7% -$39.2K ﹤0.01% 2539
2022
Q4 		$489K Hold
58,200
– – ﹤0.01% 2578
2022
Q3 		$523K Hold
58,200
– – ﹤0.01% 2550
2022
Q2 		$669K Buy
+58,200
New +$589K ﹤0.01% 2537

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

Swiss National Bank's HGTY Position: Q2 2026 in Review

Swiss National Bank increased its Hagerty (HGTY) stake by 2.3% in Q2 2026, buying an estimated $19.2K and bringing the position to 81,060 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Swiss National Bank first reported a position in HGTY in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.07M in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Swiss National Bank held 81,060 shares of Hagerty worth $966K as of Q2 2026.
  • Swiss National Bank bought 1,800 Hagerty shares in Q2 2026, an estimated $19.2K.
  • Hagerty made up ﹤0.01% of Swiss National Bank's portfolio in Q2 2026, its #2219 holding.
  • Swiss National Bank first reported a position in Hagerty in Q2 2022 and has held it in 17 quarters since.
  • Swiss National Bank's Hagerty position peaked at $1.07M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Swiss National Bank's 13F filing for Q2 2026, filed 11 Aug 2026.