WCM Investment Management
HGTY icon

WCM Investment Management’s Hagerty HGTY Stock Holding History

WCM Investment 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 		$118K Hold
10,023
– – ﹤0.01% 264
2026
Q1 		$105K Hold
10,023
– – ﹤0.01% 261
2025
Q4 		$134K Buy
+10,023
New +$125K ﹤0.01% 240

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WCM Investment Management's HGTY Position: Q2 2026 in Review

WCM Investment Management held its Hagerty (HGTY) position steady in Q2 2026 at 10,023 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

WCM Investment Management first reported a position in HGTY in Q4 2025 and has held it in 3 quarters since. The position peaked at $134K in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • WCM Investment Management held 10,023 shares of Hagerty worth $118K as of Q2 2026.
  • WCM Investment Management left its Hagerty share count unchanged in Q2 2026.
  • Hagerty made up ﹤0.01% of WCM Investment Management's portfolio in Q2 2026, its #264 holding.
  • WCM Investment Management first reported a position in Hagerty in Q4 2025 and has held it in 3 quarters since.
  • WCM Investment Management's Hagerty position peaked at $134K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.