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Wealthspire Advisors (New York)’s Hagerty HGTY Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1
Closed -$12 – 1831
2025
Q3 		$12 Buy
+1
New +$11 ﹤0.01% 3039

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Wealthspire Advisors (New York)'s HGTY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Hagerty (HGTY) in Q4 2025, closing a stake of 1 share — an estimated $12 sold.

Wealthspire Advisors (New York) first reported a position in HGTY in Q3 2025 and held it in 1 quarter. The position peaked at $12 in Q3 2025. 116 funds tracked by Wall St. Rank hold HGTY as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Hagerty position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1 Hagerty share in Q4 2025, an estimated $12.
  • Wealthspire Advisors (New York) first reported a position in Hagerty in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Hagerty position peaked at $12 in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Hagerty as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.