LAM
HGTY icon

Lakewood Asset Management’s Hagerty HGTY Stock Holding History

Lakewood Asset 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
2025
Q1 		– Sell
-18,640
Closed -$180K – 110
2024
Q4 		$180K Buy
18,640
+397
+2% +$4.32K 0.12% 113
2024
Q3 		$186K Buy
+18,243
New +$202K 0.13% 113
2023
Q1 		– Sell
-7,571
Closed -$64K – 189
2022
Q4 		$64K Buy
+7,571
New +$65.8K 0.05% 161

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 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
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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Lakewood Asset Management's HGTY Position: Q1 2025 in Review

Lakewood Asset Management sold out of Hagerty (HGTY) in Q1 2025, closing a stake of 18,640 shares — an estimated $180K sold.

Lakewood Asset Management first reported a position in HGTY in Q4 2022 and held it in 3 quarters. The position peaked at $186K in Q3 2024. 88 funds tracked by Wall St. Rank hold HGTY as of Q1 2025.

  • Lakewood Asset Management reported no remaining Hagerty position as of Q1 2025 after selling out during the quarter.
  • Lakewood Asset Management sold 18,640 Hagerty shares in Q1 2025, an estimated $180K.
  • Lakewood Asset Management first reported a position in Hagerty in Q4 2022 and held it in 3 quarters.
  • Lakewood Asset Management's Hagerty position peaked at $186K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Hagerty as of Q1 2025.

Based on Lakewood Asset Management's 13F filing for Q1 2025, filed 24 Apr 2025.