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Yorktown Management & Research Company’s Hagerty HGTY Stock Holding History

Yorktown Management & Research Company’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
-20,100
Closed -$212K – 264
2026
Q1 		$212K Hold
20,100
– – 0.18% 208
2025
Q4 		$270K Buy
+20,100
New +$251K 0.22% 188

Other funds holding HGTY

MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

Yorktown Management & Research Company's HGTY Position: Q2 2026 in Review

Yorktown Management & Research Company sold out of Hagerty (HGTY) in Q2 2026, closing a stake of 20,100 shares — an estimated $212K sold.

Yorktown Management & Research Company first reported a position in HGTY in Q4 2025 and held it in 2 quarters. The position peaked at $270K in Q4 2025. 47 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Yorktown Management & Research Company reported no remaining Hagerty position as of Q2 2026 after selling out during the quarter.
  • Yorktown Management & Research Company sold 20,100 Hagerty shares in Q2 2026, an estimated $212K.
  • Yorktown Management & Research Company first reported a position in Hagerty in Q4 2025 and held it in 2 quarters.
  • Yorktown Management & Research Company's Hagerty position peaked at $270K in Q4 2025.
  • 47 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.