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Vermillion Wealth Management’s Hagerty HGTY Stock Holding History

Vermillion Wealth Management’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 		– Sell
-3
Closed -$32 – 1928
2026
Q1 		$32 Buy
+3
New +$35 ﹤0.01% 1517

Other funds holding HGTY

LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Vermillion Wealth Management's HGTY Position: Q2 2026 in Review

Vermillion Wealth Management sold out of Hagerty (HGTY) in Q2 2026, closing a stake of 3 shares — an estimated $32 sold.

Vermillion Wealth Management first reported a position in HGTY in Q1 2026 and held it in 1 quarter. The position peaked at $32 in Q1 2026. 12 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Vermillion Wealth Management reported no remaining Hagerty position as of Q2 2026 after selling out during the quarter.
  • Vermillion Wealth Management sold 3 Hagerty shares in Q2 2026, an estimated $32.
  • Vermillion Wealth Management first reported a position in Hagerty in Q1 2026 and held it in 1 quarter.
  • Vermillion Wealth Management's Hagerty position peaked at $32 in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.