Osaic Holdings
HGTY icon

Osaic Holdings’s Hagerty HGTY Stock Holding History

Osaic Holdings’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
2026
Q1 		$14.4K Sell
1,366
-1,868
-58% -$21.8K ﹤0.01% 6075
2025
Q4 		$43.5K Sell
3,234
-2,415
-43% -$30.1K ﹤0.01% 5329
2025
Q3 		$64.8K Buy
5,649
+700
+14% +$7.75K ﹤0.01% 5130
2025
Q2 		$50K Buy
4,949
+4,749
+2,375% +$44.3K ﹤0.01% 5054
2025
Q1 		$1.81K Buy
200
+150
+300% +$1.45K ﹤0.01% 6641
2024
Q4 		$483 Buy
+50
New +$544 ﹤0.01% 7028
2024
Q2 		– Sell
-425
Closed -$3.89K – 7499
2024
Q1 		$3.89K Sell
425
-30,946
-99% -$259K ﹤0.01% 6203
2023
Q4 		$245K Buy
31,371
+30,746
+4,919% +$251K ﹤0.01% 3755
2023
Q3 		$5.11K Buy
625
+150
+32% +$1.31K ﹤0.01% 6265
2023
Q2 		$4.45K Sell
475
-150
-24% -$1.38K ﹤0.01% 6365
2023
Q1 		$5.46K Sell
625
-191
-23% -$1.74K ﹤0.01% 6286
2022
Q4 		$7K Sell
816
-1,000
-55% -$8.7K ﹤0.01% 6122
2022
Q3 		$17K Sell
1,816
-100
-5% -$1.13K ﹤0.01% 5696
2022
Q2 		$22K Buy
1,916
+1,286
+204% +$13K ﹤0.01% 5541
2022
Q1 		$7K Sell
630
-2,366
-79% -$33.8K ﹤0.01% 6324
2021
Q4 		$43K Buy
+2,996
New +$46.8K ﹤0.01% 5251

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MG
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GRIM
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VCM
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PM
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VPM
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LC
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