Algert Global’s Hagerty HGTY Stock Holding History

Algert Global’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 Q4	–	Sell	-17,876	Closed	-$182K	–	1238
2024 Q3	$182K	Buy	17,876 +7,475	+72%	+$82.8K	﹤0.01%	1080
2024 Q2	$108K	Buy	+10,401	New	+$96.5K	﹤0.01%	1382

Other funds holding HGTY

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 New York $131B AUM 28.36% 1-Year Est. Return

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

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

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Algert Global's HGTY Position: Q4 2024 in Review

Algert Global sold out of Hagerty (HGTY) in Q4 2024, closing a stake of 17,876 shares — an estimated $182K sold.

Algert Global first reported a position in HGTY in Q2 2024 and held it in 2 quarters. The position peaked at $182K in Q3 2024. 90 funds tracked by Wall St. Rank hold HGTY as of Q4 2024.

Algert Global reported no remaining Hagerty position as of Q4 2024 after selling out during the quarter.
Algert Global sold 17,876 Hagerty shares in Q4 2024, an estimated $182K.
Algert Global first reported a position in Hagerty in Q2 2024 and held it in 2 quarters.
Algert Global's Hagerty position peaked at $182K in Q3 2024.
90 funds tracked by Wall St. Rank held Hagerty as of Q4 2024.

Based on Algert Global's 13F filing for Q4 2024, filed 14 Feb 2025.