TD Asset Management
HGTY icon

TD Asset Management’s Hagerty HGTY Stock Holding History

TD Asset 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
Q1 		$1.05M Buy
100,184
+12,328
+14% +$144K ﹤0.01% 1087
2025
Q4 		$1.18M Hold
87,856
– – ﹤0.01% 1081
2025
Q3 		$1.06M Buy
+87,856
New +$973K ﹤0.01% 1078

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

TD Asset Management's HGTY Position: Q1 2026 in Review

TD Asset Management increased its Hagerty (HGTY) stake by 14% in Q1 2026, buying an estimated $144K and bringing the position to 100,184 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

TD Asset Management first reported a position in HGTY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q4 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • TD Asset Management held 100,184 shares of Hagerty worth $1.05M as of Q1 2026.
  • TD Asset Management bought 12,328 Hagerty shares in Q1 2026, an estimated $144K.
  • Hagerty made up ﹤0.01% of TD Asset Management's portfolio in Q1 2026, its #1087 holding.
  • TD Asset Management first reported a position in Hagerty in Q3 2025 and has held it in 3 quarters since.
  • TD Asset Management's Hagerty position peaked at $1.18M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on TD Asset Management's 13F filing for Q1 2026, filed 11 May 2026.