UBS AM
HGTY icon

UBS AM’s Hagerty HGTY Stock Holding History

UBS AM’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 		$523K Sell
43,868
-1,348
-3% -$14.4K ﹤0.01% 2535
2026
Q1 		$476K Hold
45,216
– – ﹤0.01% 2569
2025
Q4 		$608K Hold
45,216
– – ﹤0.01% 2284
2025
Q3 		$544K Sell
45,216
-43,273
-49% -$479K ﹤0.01% 2144
2025
Q2 		$895K Buy
88,489
+24,284
+38% +$226K ﹤0.01% 2413
2025
Q1 		$580K Hold
64,205
– – ﹤0.01% 2468
2024
Q4 		$620K Buy
64,205
+4,575
+8% +$49.8K ﹤0.01% 2512
2024
Q3 		$606K Sell
59,630
-6,923
-10% -$76.7K ﹤0.01% 2590
2024
Q2 		$692K Buy
66,553
+45,698
+219% +$424K ﹤0.01% 2535
2024
Q1 		$191K Hold
20,855
– – ﹤0.01% 2467
2023
Q4 		$163K Hold
20,855
– – ﹤0.01% 2505
2023
Q3 		$170K Hold
20,855
– – ﹤0.01% 2532
2023
Q2 		$182K Hold
20,855
– – ﹤0.01% 2580
2023
Q1 		$182K Hold
20,855
– – ﹤0.01% 2580
2022
Q4 		$175K Hold
20,855
– – ﹤0.01% 2459
2022
Q3 		$187K Hold
20,855
– – ﹤0.01% 2618
2022
Q2 		$240K Buy
+20,855
New +$211K ﹤0.01% 2536

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

UBS AM's HGTY Position: Q2 2026 in Review

UBS AM reduced its Hagerty (HGTY) stake by 3% in Q2 2026, selling an estimated $14.4K and leaving 43,868 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #2535.

UBS AM first reported a position in HGTY in Q2 2022 and has held it in 17 quarters since. The position peaked at $895K in Q2 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • UBS AM held 43,868 shares of Hagerty worth $523K as of Q2 2026.
  • UBS AM sold 1,348 Hagerty shares in Q2 2026, an estimated $14.4K.
  • Hagerty made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2535 holding.
  • UBS AM first reported a position in Hagerty in Q2 2022 and has held it in 17 quarters since.
  • UBS AM's Hagerty position peaked at $895K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.