Vise Technologies
HGTY icon

Vise Technologies’s Hagerty HGTY Stock Holding History

Vise Technologies’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
Q3 		$139K Buy
+10,290
New +$132K ﹤0.01% 2024

Other funds holding HGTY

Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Lincoln Capital
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
CIA
Citadel Investment Advisory Chesterland, Ohio $218M AUM 5.34% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM

Vise Technologies's HGTY Position: Q3 2026 in Review

Vise Technologies opened a new position in Hagerty (HGTY) in Q3 2026: 10,290 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #2024 among its holdings.

27 funds tracked by Wall St. Rank hold HGTY as of Q3 2026.

  • Vise Technologies held 10,290 shares of Hagerty worth $139K as of Q3 2026.
  • Hagerty was a new Vise Technologies position in Q3 2026.
  • Hagerty made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #2024 holding.
  • 27 funds tracked by Wall St. Rank held Hagerty as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.