R Squared’s Hagerty HGTY Stock Holding History

R Squared’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	-5,234	Closed	-$50.5K	–	807
2024 Q4	$50.5K	Buy	+5,234	New	+$56.9K	0.05%	491

Other funds holding HGTY

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

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

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

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

R Squared's HGTY Position: Q1 2025 in Review

R Squared sold out of Hagerty (HGTY) in Q1 2025, closing a stake of 5,234 shares — an estimated $50.5K sold.

R Squared first reported a position in HGTY in Q4 2024 and held it in 1 quarter. The position peaked at $50.5K in Q4 2024. 88 funds tracked by Wall St. Rank hold HGTY as of Q1 2025.

R Squared reported no remaining Hagerty position as of Q1 2025 after selling out during the quarter.
R Squared sold 5,234 Hagerty shares in Q1 2025, an estimated $50.5K.
R Squared first reported a position in Hagerty in Q4 2024 and held it in 1 quarter.
R Squared's Hagerty position peaked at $50.5K in Q4 2024.
88 funds tracked by Wall St. Rank held Hagerty as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.