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Granahan Investment Management’s Hagerty HGTY Stock Holding History

Granahan Investment Management’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
2023
Q3 		– Sell
-187,080
Closed -$1.75M – 190
2023
Q2 		$1.75M Sell
187,080
-1,088,933
-85% -$10M 0.05% 160
2023
Q1 		$11.2M Sell
1,276,013
-317,395
-20% -$2.9M 0.34% 82
2022
Q4 		$13.4M Buy
1,593,408
+206,690
+15% +$1.8M 0.41% 70
2022
Q3 		$12.5M Sell
1,386,718
-32,698
-2% -$370K 0.41% 72
2022
Q2 		$16.3M Buy
1,419,416
+133,917
+10% +$1.36M 0.56% 47
2022
Q1 		$13.9M Buy
1,285,499
+14,033
+1% +$201K 0.34% 75
2021
Q4 		$18M Buy
+1,271,466
New +$19.9M 0.37% 72

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 $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Granahan Investment Management's HGTY Position: Q3 2023 in Review

Granahan Investment Management sold out of Hagerty (HGTY) in Q3 2023, closing a stake of 187,080 shares — an estimated $1.75M sold.

Granahan Investment Management first reported a position in HGTY in Q4 2021 and held it in 7 quarters. The position peaked at $18M in Q4 2021. 74 funds tracked by Wall St. Rank hold HGTY as of Q3 2023.

  • Granahan Investment Management reported no remaining Hagerty position as of Q3 2023 after selling out during the quarter.
  • Granahan Investment Management sold 187,080 Hagerty shares in Q3 2023, an estimated $1.75M.
  • Granahan Investment Management first reported a position in Hagerty in Q4 2021 and held it in 7 quarters.
  • Granahan Investment Management's Hagerty position peaked at $18M in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Hagerty as of Q3 2023.

Based on Granahan Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.