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Epoch Investment Partners’s Hagerty HGTY Stock Holding History

Epoch Investment Partners’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
-28,720
Closed -$290K – 282
2025
Q2 		$290K Hold
28,720
– – ﹤0.01% 274
2025
Q1 		$260K Sell
28,720
-27,963
-49% -$271K ﹤0.01% 273
2024
Q4 		$547K Buy
+56,683
New +$617K ﹤0.01% 265

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Epoch Investment Partners's HGTY Position: Q3 2025 in Review

Epoch Investment Partners sold out of Hagerty (HGTY) in Q3 2025, closing a stake of 28,720 shares — an estimated $290K sold.

Epoch Investment Partners first reported a position in HGTY in Q4 2024 and held it in 3 quarters. The position peaked at $547K in Q4 2024. 98 funds tracked by Wall St. Rank hold HGTY as of Q3 2025.

  • Epoch Investment Partners reported no remaining Hagerty position as of Q3 2025 after selling out during the quarter.
  • Epoch Investment Partners sold 28,720 Hagerty shares in Q3 2025, an estimated $290K.
  • Epoch Investment Partners first reported a position in Hagerty in Q4 2024 and held it in 3 quarters.
  • Epoch Investment Partners's Hagerty position peaked at $547K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held Hagerty as of Q3 2025.

Based on Epoch Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.