T. Rowe Price Investment Management
HGTY icon

T. Rowe Price Investment Management’s Hagerty HGTY Stock Holding History

T. Rowe Price Investment Management’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 		$72.6M Buy
6,088,981
+448,501
+8% +$4.79M 0.05% 331
2026
Q1 		$59.4M Buy
5,640,480
+483,581
+9% +$5.65M 0.04% 324
2025
Q4 		$69.3M Sell
5,156,899
-58,896
-1% -$735K 0.04% 305
2025
Q3 		$62.8M Buy
5,215,795
+5,161,415
+9,491% +$57.2M 0.04% 345
2025
Q2 		$550K Buy
+54,380
New +$507K ﹤0.01% 646

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management's HGTY Position: Q2 2026 in Review

T. Rowe Price Investment Management increased its Hagerty (HGTY) stake by 8% in Q2 2026, buying an estimated $4.79M and bringing the position to 6,088,981 shares worth $72.6M. The position accounts for 0.05% of the portfolio, ranked #331.

T. Rowe Price Investment Management first reported a position in HGTY in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • T. Rowe Price Investment Management held 6,088,981 shares of Hagerty worth $72.6M as of Q2 2026.
  • T. Rowe Price Investment Management bought 448,501 Hagerty shares in Q2 2026, an estimated $4.79M.
  • Hagerty made up 0.05% of T. Rowe Price Investment Management's portfolio in Q2 2026, its #331 holding.
  • T. Rowe Price Investment Management first reported a position in Hagerty in Q2 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on T. Rowe Price Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.