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Princeton Global Asset Management’s Hagerty HGTY Stock Holding History

Princeton Global Asset 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
Q2 		– Sell
-150
Closed -$1.36K – 763
2025
Q1 		$1.36K Sell
150
-150
-50% -$1.45K ﹤0.01% 552
2024
Q4 		$2.9K Hold
300
– – ﹤0.01% 580
2024
Q3 		$3.05K Buy
+300
New +$3.32K ﹤0.01% 585

Other funds holding HGTY

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State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Princeton Global Asset Management's HGTY Position: Q2 2025 in Review

Princeton Global Asset Management sold out of Hagerty (HGTY) in Q2 2025, closing a stake of 150 shares — an estimated $1.36K sold.

Princeton Global Asset Management first reported a position in HGTY in Q3 2024 and held it in 3 quarters. The position peaked at $3.05K in Q3 2024. 89 funds tracked by Wall St. Rank hold HGTY as of Q2 2025.

  • Princeton Global Asset Management reported no remaining Hagerty position as of Q2 2025 after selling out during the quarter.
  • Princeton Global Asset Management sold 150 Hagerty shares in Q2 2025, an estimated $1.36K.
  • Princeton Global Asset Management first reported a position in Hagerty in Q3 2024 and held it in 3 quarters.
  • Princeton Global Asset Management's Hagerty position peaked at $3.05K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2025.

Based on Princeton Global Asset Management's 13F filing for Q2 2025, filed 30 Jul 2025.