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Ameritas Advisory Services’s Hagerty HGTY Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-200
Closed -$2.02K – 2469
2025
Q2 		$2.02K Buy
+200
New +$1.86K ﹤0.01% 2480
2023
Q2 		– Sell
-200
Closed -$1.83K – 1416
2023
Q1 		$1.83K Buy
+200
New +$1.82K ﹤0.01% 2414

Other funds holding HGTY

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 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 $5.72T AUM 30.48% 1-Year Est. Return

Ameritas Advisory Services's HGTY Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Hagerty (HGTY) in Q3 2025, closing a stake of 200 shares — an estimated $2.02K sold.

Ameritas Advisory Services first reported a position in HGTY in Q1 2023 and held it in 2 quarters. The position peaked at $2.02K in Q2 2025. 98 funds tracked by Wall St. Rank hold HGTY as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Hagerty position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 200 Hagerty shares in Q3 2025, an estimated $2.02K.
  • Ameritas Advisory Services first reported a position in Hagerty in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Hagerty position peaked at $2.02K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held Hagerty as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.