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Credit Suisse’s Hagerty HGTY Stock Holding History

Credit Suisse’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 		$229K Hold
25,080
– – ﹤0.01% 2883
2023
Q4 		$196K Hold
25,080
– – ﹤0.01% 2991
2023
Q3 		$205K Sell
25,080
-1,334
-5% -$11.7K ﹤0.01% 3027
2023
Q2 		$247K Buy
26,414
+10,158
+62% +$93.7K ﹤0.01% 3058
2023
Q1 		$142K Buy
16,256
+7
+0% +$64 ﹤0.01% 3172
2022
Q4 		$137K Sell
16,249
-219
-1% -$1.9K ﹤0.01% 3273
2022
Q3 		$148K Buy
16,468
+5
+0% +$57 ﹤0.01% 3336
2022
Q2 		$190K Buy
+16,463
New +$167K ﹤0.01% 3348

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
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

Credit Suisse's HGTY Position: Q1 2024 in Review

Credit Suisse held its Hagerty (HGTY) position steady in Q1 2024 at 25,080 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

Credit Suisse first reported a position in HGTY in Q2 2022 and has held it in 8 quarters since. The position peaked at $247K in Q2 2023. 76 funds tracked by Wall St. Rank hold HGTY as of Q1 2024.

  • Credit Suisse held 25,080 shares of Hagerty worth $229K as of Q1 2024.
  • Credit Suisse left its Hagerty share count unchanged in Q1 2024.
  • Hagerty made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2883 holding.
  • Credit Suisse first reported a position in Hagerty in Q2 2022 and has held it in 8 quarters since.
  • Credit Suisse's Hagerty position peaked at $247K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Hagerty as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.