GWM
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Grand Wealth Management’s Hagerty HGTY Stock Holding History

Grand Wealth 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
2024
Q1 		– Sell
-24,234
Closed -$189K – 77
2023
Q4 		$189K Hold
24,234
– – 0.1% 47
2023
Q3 		$198K Hold
24,234
– – 0.12% 39
2023
Q2 		$227K Buy
+24,234
New +$223K 0.13% 38

Other funds holding HGTY

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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
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 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
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Grand Wealth Management's HGTY Position: Q1 2024 in Review

Grand Wealth Management sold out of Hagerty (HGTY) in Q1 2024, closing a stake of 24,234 shares — an estimated $189K sold.

Grand Wealth Management first reported a position in HGTY in Q2 2023 and held it in 3 quarters. The position peaked at $227K in Q2 2023. 76 funds tracked by Wall St. Rank hold HGTY as of Q1 2024.

  • Grand Wealth Management reported no remaining Hagerty position as of Q1 2024 after selling out during the quarter.
  • Grand Wealth Management sold 24,234 Hagerty shares in Q1 2024, an estimated $189K.
  • Grand Wealth Management first reported a position in Hagerty in Q2 2023 and held it in 3 quarters.
  • Grand Wealth Management's Hagerty position peaked at $227K in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Hagerty as of Q1 2024.

Based on Grand Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.