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RAFFA WEALTH MANAGEMENT, LLC’s Hagerty HGTY Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-1
Closed -$11 – 1635
2026
Q1 		$11 Buy
+1
New +$12 ﹤0.01% 1504

Other funds holding HGTY

PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
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
PPA
Painted Porch Advisors Santa Barbara, California $229M AUM 17.97% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HGTY Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Hagerty (HGTY) in Q2 2026, closing a stake of 1 share — an estimated $11 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HGTY in Q1 2026 and held it in 1 quarter. The position peaked at $11 in Q1 2026. 19 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Hagerty position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 Hagerty share in Q2 2026, an estimated $11.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Hagerty in Q1 2026 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's Hagerty position peaked at $11 in Q1 2026.
  • 19 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.