Ford Financial Group’s Hagerty HGTY Stock Holding History

Ford Financial Group’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
2022 Q1	–	Sell	-238	Closed	-$3	–	268
2021 Q4	$3	Buy	+238	New	+$3.72K	﹤0.01%	407

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ford Financial Group's HGTY Position: Q1 2022 in Review

Ford Financial Group sold out of Hagerty (HGTY) in Q1 2022, closing a stake of 238 shares — an estimated $3 sold.

Ford Financial Group first reported a position in HGTY in Q4 2021 and held it in 1 quarter. The position peaked at $3 in Q4 2021. 51 funds tracked by Wall St. Rank hold HGTY as of Q1 2022.

Ford Financial Group reported no remaining Hagerty position as of Q1 2022 after selling out during the quarter.
Ford Financial Group sold 238 Hagerty shares in Q1 2022, an estimated $3.
Ford Financial Group first reported a position in Hagerty in Q4 2021 and held it in 1 quarter.
Ford Financial Group's Hagerty position peaked at $3 in Q4 2021.
51 funds tracked by Wall St. Rank held Hagerty as of Q1 2022.

Based on Ford Financial Group's 13F filing for Q1 2022, filed 13 Apr 2022.