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JNBA Financial Advisors’s Hagerty HGTY Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-769
Closed -$6.28K – 726
2023
Q3 		$6.28K Hold
769
– – ﹤0.01% 514
2023
Q2 		$7.2K Hold
769
– – ﹤0.01% 500
2023
Q1 		$6.72K Hold
769
– – ﹤0.01% 517
2022
Q4 		$6.47K Hold
769
– – ﹤0.01% 491
2022
Q3 		$7K Hold
769
– – ﹤0.01% 496
2022
Q2 		$9K Hold
769
– – ﹤0.01% 499
2022
Q1 		$8K Hold
769
– – ﹤0.01% 513
2021
Q4 		$11K Buy
+769
New +$12K ﹤0.01% 514

Other funds holding HGTY

State Farm Mutual Automobile Insurance
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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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

JNBA Financial Advisors's HGTY Position: Q4 2023 in Review

JNBA Financial Advisors sold out of Hagerty (HGTY) in Q4 2023, closing a stake of 769 shares — an estimated $6.28K sold.

JNBA Financial Advisors first reported a position in HGTY in Q4 2021 and held it in 8 quarters. The position peaked at $11K in Q4 2021. 73 funds tracked by Wall St. Rank hold HGTY as of Q4 2023.

  • JNBA Financial Advisors reported no remaining Hagerty position as of Q4 2023 after selling out during the quarter.
  • JNBA Financial Advisors sold 769 Hagerty shares in Q4 2023, an estimated $6.28K.
  • JNBA Financial Advisors first reported a position in Hagerty in Q4 2021 and held it in 8 quarters.
  • JNBA Financial Advisors's Hagerty position peaked at $11K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held Hagerty as of Q4 2023.

Based on JNBA Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.