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North Star Investment Management’s Hagerty HGTY Stock Holding History

North Star Investment 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
-10,000
Closed -$96.5K – 1217
2024
Q4 		$96.5K Buy
+10,000
New +$109K 0.01% 512

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PCH
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MG
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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

North Star Investment Management's HGTY Position: Q1 2025 in Review

North Star Investment Management sold out of Hagerty (HGTY) in Q1 2025, closing a stake of 10,000 shares — an estimated $96.5K sold.

North Star Investment Management first reported a position in HGTY in Q4 2024 and held it in 1 quarter. The position peaked at $96.5K in Q4 2024. 88 funds tracked by Wall St. Rank hold HGTY as of Q1 2025.

  • North Star Investment Management reported no remaining Hagerty position as of Q1 2025 after selling out during the quarter.
  • North Star Investment Management sold 10,000 Hagerty shares in Q1 2025, an estimated $96.5K.
  • North Star Investment Management first reported a position in Hagerty in Q4 2024 and held it in 1 quarter.
  • North Star Investment Management's Hagerty position peaked at $96.5K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Hagerty as of Q1 2025.

Based on North Star Investment Management's 13F filing for Q1 2025, filed 17 Apr 2025.