UBS Group
HGTY icon

UBS Group’s Hagerty HGTY Stock Holding History

UBS Group’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 		$2.45M Sell
205,591
-140,367
-41% -$1.5M ﹤0.01% 4927
2026
Q1 		$3.64M Buy
345,958
+153,327
+80% +$1.79M ﹤0.01% 4393
2025
Q4 		$2.59M Sell
192,631
-23,555
-11% -$294K ﹤0.01% 4713
2025
Q3 		$2.6M Buy
216,186
+96,493
+81% +$1.07M ﹤0.01% 4702
2025
Q2 		$1.21M Buy
119,693
+18,938
+19% +$176K ﹤0.01% 5277
2025
Q1 		$911K Buy
100,755
+15,428
+18% +$150K ﹤0.01% 5363
2024
Q4 		$823K Buy
85,327
+58,439
+217% +$636K ﹤0.01% 5459
2024
Q3 		$273K Buy
26,888
+6,083
+29% +$67.4K ﹤0.01% 5644
2024
Q2 		$216K Sell
20,805
-2,019
-9% -$18.7K ﹤0.01% 5612
2024
Q1 		$209K Sell
22,824
-3,192
-12% -$26.7K ﹤0.01% 5827
2023
Q4 		$203K Sell
26,016
-92,082
-78% -$752K ﹤0.01% 5773
2023
Q3 		$965K Sell
118,098
-19,888
-14% -$174K ﹤0.01% 4103
2023
Q2 		$1.29M Buy
137,986
+26,485
+24% +$244K ﹤0.01% 3992
2023
Q1 		$975K Buy
111,501
+1,128
+1% +$10.3K ﹤0.01% 4120
2022
Q4 		$928K Buy
110,373
+49,384
+81% +$429K ﹤0.01% 4144
2022
Q3 		$548K Buy
60,989
+2,835
+5% +$32.1K ﹤0.01% 4255
2022
Q2 		$669K Sell
58,154
-15,788
-21% -$160K ﹤0.01% 4046
2022
Q1 		$798K Buy
+73,942
New +$1.06M ﹤0.01% 4324

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 Group's HGTY Position: Q2 2026 in Review

UBS Group reduced its Hagerty (HGTY) stake by 41% in Q2 2026, selling an estimated $1.5M and leaving 205,591 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #4927.

UBS Group first reported a position in HGTY in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.64M in Q1 2026. 126 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • UBS Group held 205,591 shares of Hagerty worth $2.45M as of Q2 2026.
  • UBS Group sold 140,367 Hagerty shares in Q2 2026, an estimated $1.5M.
  • Hagerty made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4927 holding.
  • UBS Group first reported a position in Hagerty in Q1 2022 and has held it in 18 quarters since.
  • UBS Group's Hagerty position peaked at $3.64M in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

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