Wells Fargo
HGTY icon

Wells Fargo’s Hagerty HGTY Stock Holding History

Wells Fargo’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 		$19.2K Buy
1,612
+1,511
+1,496% +$16.2K ﹤0.01% 5932
2026
Q1 		$1.06K Sell
101
-732
-88% -$8.55K ﹤0.01% 6328
2025
Q4 		$11.2K Buy
833
+733
+733% +$9.15K ﹤0.01% 5925
2025
Q3 		$1.2K Hold
100
– – ﹤0.01% 6242
2025
Q2 		$1.01K Buy
+100
New +$932 ﹤0.01% 6307
2025
Q1 		– Sell
-52
Closed -$502 – 7132
2024
Q4 		$502 Hold
52
– – ﹤0.01% 6310
2024
Q3 		$529 Sell
52
-348
-87% -$3.85K ﹤0.01% 6167
2024
Q2 		$4.16K Sell
400
-185
-32% -$1.72K ﹤0.01% 5908
2024
Q1 		$5.35K Sell
585
-1,031
-64% -$8.63K ﹤0.01% 5882
2023
Q4 		$12.6K Sell
1,616
-1,307
-45% -$10.7K ﹤0.01% 5772
2023
Q3 		$23.9K Sell
2,923
-1,543
-35% -$13.5K ﹤0.01% 5523
2023
Q2 		$41.8K Buy
4,466
+2,397
+116% +$22.1K ﹤0.01% 5496
2023
Q1 		$18.1K Buy
2,069
+204
+11% +$1.86K ﹤0.01% 5672
2022
Q4 		$15.7K Sell
1,865
-1,609
-46% -$14K ﹤0.01% 5364
2022
Q3 		$31K Sell
3,474
-808
-19% -$9.14K ﹤0.01% 5169
2022
Q2 		$49K Buy
4,282
+245
+6% +$2.48K ﹤0.01% 5026
2022
Q1 		$43K Sell
4,037
-313
-7% -$4.48K ﹤0.01% 5726
2021
Q4 		$62K Buy
+4,350
New +$67.9K ﹤0.01% 5865

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $154M AUM 15.9% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Wells Fargo's HGTY Position: Q2 2026 in Review

Wells Fargo increased its Hagerty (HGTY) stake by 1,496% in Q2 2026, buying an estimated $16.2K and bringing the position to 1,612 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5932.

Wells Fargo first reported a position in HGTY in Q4 2021 and has held it in 18 quarters since. The position peaked at $62K in Q4 2021. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Wells Fargo held 1,612 shares of Hagerty worth $19.2K as of Q2 2026.
  • Wells Fargo bought 1,511 Hagerty shares in Q2 2026, an estimated $16.2K.
  • Hagerty made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5932 holding.
  • Wells Fargo first reported a position in Hagerty in Q4 2021 and has held it in 18 quarters since.
  • Wells Fargo's Hagerty position peaked at $62K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.