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HGTY icon

NewEdge Advisors’s Hagerty HGTY Stock Holding History

NewEdge 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
2024
Q4 		– Sell
-16,182
Closed -$165K – 3957
2024
Q3 		$165K Hold
16,182
– – ﹤0.01% 2048
2024
Q2 		$168K Hold
16,182
– – ﹤0.01% 1972
2024
Q1 		$148K Hold
16,182
– – ﹤0.01% 1929
2023
Q4 		$126K Hold
16,182
– – ﹤0.01% 1867
2023
Q3 		$132K Hold
16,182
– – ﹤0.01% 1747
2023
Q2 		$151K Hold
16,182
– – ﹤0.01% 1721
2023
Q1 		$141K Hold
16,182
– – ﹤0.01% 1649
2022
Q4 		$136 Hold
16,182
– – ﹤0.01% 3339
2022
Q3 		$145K Hold
16,182
– – ﹤0.01% 1400
2022
Q2 		$186K Buy
+16,182
New +$164K ﹤0.01% 1403
2022
Q1 		– Sell
-16,182
Closed -$229K – 1359
2021
Q4 		$229K Buy
+16,182
New +$253K ﹤0.01% 1463

Other funds holding HGTY

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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
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 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
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

NewEdge Advisors's HGTY Position: Q4 2024 in Review

NewEdge Advisors sold out of Hagerty (HGTY) in Q4 2024, closing a stake of 16,182 shares — an estimated $165K sold.

NewEdge Advisors first reported a position in HGTY in Q4 2021 and held it in 11 quarters. The position peaked at $229K in Q4 2021. 90 funds tracked by Wall St. Rank hold HGTY as of Q4 2024.

  • NewEdge Advisors reported no remaining Hagerty position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 16,182 Hagerty shares in Q4 2024, an estimated $165K.
  • NewEdge Advisors first reported a position in Hagerty in Q4 2021 and held it in 11 quarters.
  • NewEdge Advisors's Hagerty position peaked at $229K in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Hagerty as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.