Zurich Cantonal Bank
HGTY icon

Zurich Cantonal Bank’s Hagerty HGTY Stock Holding History

Zurich Cantonal Bank’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 		$183K Buy
15,362
+9,515
+163% +$102K ﹤0.01% 2326
2026
Q1 		$61.6K Hold
5,847
– – ﹤0.01% 2426
2025
Q4 		$78.6K Hold
5,847
– – ﹤0.01% 2414
2025
Q3 		$70.4K Hold
5,847
– – ﹤0.01% 2420
2025
Q2 		$59.1K Sell
5,847
-10,296
-64% -$95.9K ﹤0.01% 2453
2025
Q1 		$146K Hold
16,143
– – ﹤0.01% 2255
2024
Q4 		$156K Buy
16,143
+10,296
+176% +$112K ﹤0.01% 2260
2024
Q3 		$59.5K Hold
5,847
– – ﹤0.01% 2537
2024
Q2 		$60.8K Hold
5,847
– – ﹤0.01% 2509
2024
Q1 		$53.5K Hold
5,847
– – ﹤0.01% 2552
2023
Q4 		$45.6K Hold
5,847
– – ﹤0.01% 2611
2023
Q3 		$47.8K Hold
5,847
– – ﹤0.01% 2610
2023
Q2 		$54.7K Buy
+5,847
New +$53.9K ﹤0.01% 2594

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

Zurich Cantonal Bank's HGTY Position: Q2 2026 in Review

Zurich Cantonal Bank increased its Hagerty (HGTY) stake by 163% in Q2 2026, buying an estimated $102K and bringing the position to 15,362 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Zurich Cantonal Bank first reported a position in HGTY in Q2 2023 and has held it in 13 quarters since. 127 funds tracked by Wall St. Rank hold HGTY as of Q2 2026.

  • Zurich Cantonal Bank held 15,362 shares of Hagerty worth $183K as of Q2 2026.
  • Zurich Cantonal Bank bought 9,515 Hagerty shares in Q2 2026, an estimated $102K.
  • Hagerty made up ﹤0.01% of Zurich Cantonal Bank's portfolio in Q2 2026, its #2326 holding.
  • Zurich Cantonal Bank first reported a position in Hagerty in Q2 2023 and has held it in 13 quarters since.
  • 127 funds tracked by Wall St. Rank held Hagerty as of Q2 2026.

Based on Zurich Cantonal Bank's 13F filing for Q2 2026, filed 12 Aug 2026.