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

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

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return