CFM
HGTY icon

Catalyst Funds Management’s Hagerty HGTY Stock Holding History

Catalyst Funds Management’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
Q3 		– Sell
-600
Closed -$6.24K – 1424
2024
Q2 		$6.24K Sell
600
-200
-25% -$1.86K ﹤0.01% 1022
2024
Q1 		$7.32K Buy
+800
New +$6.7K ﹤0.01% 933

Other funds holding HGTY

State Farm Mutual Automobile Insurance
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
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

Catalyst Funds Management's HGTY Position: Q3 2024 in Review

Catalyst Funds Management sold out of Hagerty (HGTY) in Q3 2024, closing a stake of 600 shares — an estimated $6.24K sold.

Catalyst Funds Management first reported a position in HGTY in Q1 2024 and held it in 2 quarters. The position peaked at $7.32K in Q1 2024. 79 funds tracked by Wall St. Rank hold HGTY as of Q3 2024.

  • Catalyst Funds Management reported no remaining Hagerty position as of Q3 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 600 Hagerty shares in Q3 2024, an estimated $6.24K.
  • Catalyst Funds Management first reported a position in Hagerty in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's Hagerty position peaked at $7.32K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held Hagerty as of Q3 2024.

Based on Catalyst Funds Management's 13F filing for Q3 2024, filed 14 Nov 2024.