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Next Financial Group’s Hagerty HGTY Stock Holding History

Next Financial Group’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
2021
Q4 		$12K Buy
+853
New +$13.3K ﹤0.01% 2112

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Next Financial Group's HGTY Position: Q4 2021 in Review

Next Financial Group opened a new position in Hagerty (HGTY) in Q4 2021: 853 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #2112 among its holdings.

38 funds tracked by Wall St. Rank hold HGTY as of Q4 2021.

  • Next Financial Group held 853 shares of Hagerty worth $12K as of Q4 2021.
  • Hagerty was a new Next Financial Group position in Q4 2021.
  • Hagerty made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2112 holding.
  • 38 funds tracked by Wall St. Rank held Hagerty as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.