VA
HGTY icon

Vident Advisory’s Hagerty HGTY Stock Holding History

Vident Advisory’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 		$571K Sell
54,272
-659
-1% -$7.69K ﹤0.01% 1180
2025
Q4 		$738K Sell
54,931
-5,007
-8% -$62.5K 0.01% 951
2025
Q3 		$722K Buy
59,938
+24,093
+67% +$267K 0.01% 994
2025
Q2 		$362K Sell
35,845
-8,375
-19% -$78K ﹤0.01% 1217
2025
Q1 		$400K Sell
44,220
-24,748
-36% -$240K 0.01% 1148
2024
Q4 		$666K Sell
68,968
-2,197
-3% -$23.9K 0.01% 818
2024
Q3 		$724K Buy
71,165
+38,638
+119% +$428K 0.02% 761
2024
Q2 		$338K Buy
32,527
+13,503
+71% +$125K 0.01% 1077
2024
Q1 		$174K Buy
19,024
+2,528
+15% +$21.2K ﹤0.01% 1240
2023
Q4 		$129K Buy
16,496
+1,920
+13% +$15.7K ﹤0.01% 1264
2023
Q3 		$119K Buy
+14,576
New +$128K ﹤0.01% 1187

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Vident Advisory's HGTY Position: Q1 2026 in Review

Vident Advisory reduced its Hagerty (HGTY) stake by 1.2% in Q1 2026, selling an estimated $7.69K and leaving 54,272 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Vident Advisory first reported a position in HGTY in Q3 2023 and has held it in 11 quarters since. The position peaked at $738K in Q4 2025. 117 funds tracked by Wall St. Rank hold HGTY as of Q1 2026.

  • Vident Advisory held 54,272 shares of Hagerty worth $571K as of Q1 2026.
  • Vident Advisory sold 659 Hagerty shares in Q1 2026, an estimated $7.69K.
  • Hagerty made up ﹤0.01% of Vident Advisory's portfolio in Q1 2026, its #1180 holding.
  • Vident Advisory first reported a position in Hagerty in Q3 2023 and has held it in 11 quarters since.
  • Vident Advisory's Hagerty position peaked at $738K in Q4 2025.
  • 117 funds tracked by Wall St. Rank held Hagerty as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.