Meixler Investment Management’s Hagerty HGTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Buy
29,295
+190
+0.7% +$1.92K 0.2% 73
2025
Q1
$263K Buy
29,105
+630
+2% +$5.7K 0.18% 79
2024
Q4
$275K Buy
28,475
+1,020
+4% +$9.84K 0.2% 82
2024
Q3
$279K Buy
27,455
+2,430
+10% +$24.7K 0.21% 80
2024
Q2
$260K Buy
25,025
+700
+3% +$7.28K 0.2% 76
2024
Q1
$223K Buy
24,325
+4,250
+21% +$38.9K 0.17% 87
2023
Q4
$157K Buy
20,075
+350
+2% +$2.73K 0.13% 76
2023
Q3
$161K Buy
+19,725
New +$161K 0.14% 77