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Woodline Partners’s Hagerty HGTY Stock Holding History

Woodline Partners’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 		$2.54M Sell
212,918
-47,626
-18% -$509K 0.01% 816
2026
Q1 		$2.74M Buy
260,544
+8,014
+3% +$93.6K 0.01% 765
2025
Q4 		$3.39M Sell
252,530
-24,785
-9% -$309K 0.01% 698
2025
Q3 		$3.34M Buy
+277,315
New +$3.07M 0.02% 650

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

Woodline Partners's HGTY Position: Q2 2026 in Review

Woodline Partners reduced its Hagerty (HGTY) stake by 18% in Q2 2026, selling an estimated $509K and leaving 212,918 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #816.

Woodline Partners first reported a position in HGTY in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.39M in Q4 2025. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Woodline Partners held 212,918 shares of Hagerty worth $2.54M as of Q2 2026.
  • Woodline Partners sold 47,626 Hagerty shares in Q2 2026, an estimated $509K.
  • Hagerty made up 0.01% of Woodline Partners's portfolio in Q2 2026, its #816 holding.
  • Woodline Partners first reported a position in Hagerty in Q3 2025 and has held it in 4 quarters since.
  • Woodline Partners's Hagerty position peaked at $3.39M in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Woodline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.