Epoch Investment Partners’s Hagerty HGTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Hold
28,720
﹤0.01% 274
2025
Q1
$260K Sell
28,720
-27,963
-49% -$253K ﹤0.01% 273
2024
Q4
$547K Buy
+56,683
New +$547K ﹤0.01% 265