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Advisory Services Network’s Hagerty HGTY Stock Holding History

Advisory Services Network’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
2024
Q1 		– Sell
-2,674
Closed -$20.9K – 2398
2023
Q4 		$20.9K Buy
+2,674
New +$21.8K ﹤0.01% 2504
2023
Q2 		– Sell
-2,674
Closed -$23.4K – 2389
2023
Q1 		$23.4K Hold
2,674
– – ﹤0.01% 2449
2022
Q4 		$22.5K Buy
+2,674
New +$23.3K ﹤0.01% 2403

Other funds holding HGTY

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State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Advisory Services Network's HGTY Position: Q1 2024 in Review

Advisory Services Network sold out of Hagerty (HGTY) in Q1 2024, closing a stake of 2,674 shares — an estimated $20.9K sold.

Advisory Services Network first reported a position in HGTY in Q4 2022 and held it in 3 quarters. The position peaked at $23.4K in Q1 2023. 76 funds tracked by Wall St. Rank hold HGTY as of Q1 2024.

  • Advisory Services Network reported no remaining Hagerty position as of Q1 2024 after selling out during the quarter.
  • Advisory Services Network sold 2,674 Hagerty shares in Q1 2024, an estimated $20.9K.
  • Advisory Services Network first reported a position in Hagerty in Q4 2022 and held it in 3 quarters.
  • Advisory Services Network's Hagerty position peaked at $23.4K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held Hagerty as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.