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Centerpoint Advisors’s Hagerty HGTY Stock Holding History

Centerpoint Advisors’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
-175
Closed -$2K – 479
2024
Q2 		$2K Hold
175
– – ﹤0.01% 406
2024
Q1 		$2K Hold
175
– – ﹤0.01% 391
2023
Q4 		$1K Hold
175
– – ﹤0.01% 406
2023
Q3 		$1K Hold
175
– – ﹤0.01% 501
2023
Q2 		$2K Hold
175
– – ﹤0.01% 443
2023
Q1 		$2K Hold
175
– – ﹤0.01% 436
2022
Q4 		$1K Hold
175
– – ﹤0.01% 441
2022
Q3 		$2K Hold
175
– – ﹤0.01% 317
2022
Q2 		$2K Hold
175
– – ﹤0.01% 323
2022
Q1 		$2K Buy
175
+50
+40% +$715 ﹤0.01% 319
2021
Q4 		$2K Buy
+125
New +$1.95K ﹤0.01% 333

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 $13.1B AUM 15.62% 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

Centerpoint Advisors's HGTY Position: Q3 2024 in Review

Centerpoint Advisors sold out of Hagerty (HGTY) in Q3 2024, closing a stake of 175 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in HGTY in Q4 2021 and held it in 11 quarters. The position peaked at $2K in Q2 2024. 79 funds tracked by Wall St. Rank hold HGTY as of Q3 2024.

  • Centerpoint Advisors reported no remaining Hagerty position as of Q3 2024 after selling out during the quarter.
  • Centerpoint Advisors sold 175 Hagerty shares in Q3 2024, an estimated $2K.
  • Centerpoint Advisors first reported a position in Hagerty in Q4 2021 and held it in 11 quarters.
  • Centerpoint Advisors's Hagerty position peaked at $2K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held Hagerty as of Q3 2024.

Based on Centerpoint Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.