TRCT
HGTY icon

Tower Research Capital (TRC)’s Hagerty HGTY Stock Holding History

Tower Research Capital (TRC)’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 		$5.51K Buy
+523
New +$6.11K ﹤0.01% 4111
2025
Q4 		– Sell
-131
Closed -$1.58K – 5329
2025
Q3 		$1.58K Sell
131
-547
-81% -$6.06K ﹤0.01% 4756
2025
Q2 		$6.86K Buy
+678
New +$6.32K ﹤0.01% 4087
2025
Q1 		– Sell
-200
Closed -$1.93K – 5446
2024
Q4 		$1.93K Sell
200
-1,683
-89% -$18.3K ﹤0.01% 4935
2024
Q3 		$19.1K Sell
1,883
-1,004
-35% -$11.1K ﹤0.01% 3260
2024
Q2 		$30K Sell
2,887
-369
-11% -$3.42K ﹤0.01% 3490
2024
Q1 		$29.8K Buy
+3,256
New +$27.3K ﹤0.01% 2658
2023
Q4 		– Sell
-5,077
Closed -$41.5K – 6024
2023
Q3 		$41.5K Buy
+5,077
New +$44.5K ﹤0.01% 2702
2023
Q1 		– Sell
-3,256
Closed -$27K – 6010
2022
Q4 		$27K Sell
3,256
-6,519
-67% -$56.7K ﹤0.01% 2834
2022
Q3 		$88K Buy
+9,775
New +$111K ﹤0.01% 2673
2022
Q2 		– Sell
-881
Closed -$10K – 6247
2022
Q1 		$10K Sell
881
-1,247
-59% -$17.8K ﹤0.01% 4307
2021
Q4 		$30K Buy
+2,128
New +$33.2K ﹤0.01% 3222

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

Tower Research Capital (TRC)'s HGTY Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in Hagerty (HGTY) in Q1 2026: 523 shares worth $5.51K. The stake represents ﹤0.01% of the portfolio and ranks #4111 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in HGTY as recently as Q3 2025.

Tower Research Capital (TRC) first reported a position in HGTY in Q4 2021 and has held it in 12 quarters since. The position peaked at $88K in Q3 2022. 116 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Tower Research Capital (TRC) held 523 shares of Hagerty worth $5.51K as of Q1 2026.
  • Hagerty was a new Tower Research Capital (TRC) position in Q1 2026.
  • Hagerty made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #4111 holding.
  • Tower Research Capital (TRC) first reported a position in Hagerty in Q4 2021 and has held it in 12 quarters since.
  • Tower Research Capital (TRC)'s Hagerty position peaked at $88K in Q3 2022.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.