TCOV
HGTY icon

Trust Company of Vermont’s Hagerty HGTY Stock Holding History

Trust Company of Vermont’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
2025
Q4 		$17.5K Hold
1,300
– – ﹤0.01% 771
2025
Q3 		$15.7K Hold
1,300
– – ﹤0.01% 772
2025
Q2 		$13.1K Hold
1,300
– – ﹤0.01% 776
2025
Q1 		$11.8K Hold
1,300
– – ﹤0.01% 752
2024
Q4 		$12.5K Buy
+1,300
New +$14.1K ﹤0.01% 744

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Trust Company of Vermont's HGTY Position: Q4 2025 in Review

Trust Company of Vermont held its Hagerty (HGTY) position steady in Q4 2025 at 1,300 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Trust Company of Vermont first reported a position in HGTY in Q4 2024 and has held it in 5 quarters since. 116 funds tracked by Wall St. Rank hold HGTY as of Q4 2025.

  • Trust Company of Vermont held 1,300 shares of Hagerty worth $17.5K as of Q4 2025.
  • Trust Company of Vermont left its Hagerty share count unchanged in Q4 2025.
  • Hagerty made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #771 holding.
  • Trust Company of Vermont first reported a position in Hagerty in Q4 2024 and has held it in 5 quarters since.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.