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Global Financial Private Client’s Hagerty HGTY Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-4
Closed -$36 – 802
2025
Q1 		$36 Buy
4
+3
+300% +$29 ﹤0.01% 1656
2024
Q4 		$10 Buy
+1
New +$11 ﹤0.01% 1654

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PCH
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GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
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Global Financial Private Client's HGTY Position: Q2 2025 in Review

Global Financial Private Client sold out of Hagerty (HGTY) in Q2 2025, closing a stake of 4 shares — an estimated $36 sold.

Global Financial Private Client first reported a position in HGTY in Q4 2024 and held it in 2 quarters. The position peaked at $36 in Q1 2025. 89 funds tracked by Wall St. Rank hold HGTY as of Q2 2025.

  • Global Financial Private Client reported no remaining Hagerty position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Hagerty shares in Q2 2025, an estimated $36.
  • Global Financial Private Client first reported a position in Hagerty in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Hagerty position peaked at $36 in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.