RJFSA
HGTY icon

Raymond James Financial Services Advisors’s Hagerty HGTY Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$587K Sell
57,752
-71
-0.1% -$787 ﹤0.01% 2506
2024
Q2 		$601K Buy
57,823
+20,773
+56% +$193K ﹤0.01% 2400
2024
Q1 		$339K Hold
37,050
– – ﹤0.01% 2767
2023
Q4 		$289K Buy
37,050
+480
+1% +$3.92K ﹤0.01% 2759
2023
Q3 		$299K Buy
36,570
+5,000
+16% +$43.8K ﹤0.01% 2659
2023
Q2 		$295K Buy
31,570
+3,269
+12% +$30.1K ﹤0.01% 2673
2023
Q1 		$247K Sell
28,301
-393
-1% -$3.58K ﹤0.01% 2762
2022
Q4 		$241K Buy
+28,694
New +$250K ﹤0.01% 2734

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial Services Advisors's HGTY Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Hagerty (HGTY) stake by 0.12% in Q3 2024, selling an estimated $787 and leaving 57,752 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

Raymond James Financial Services Advisors first reported a position in HGTY in Q4 2022 and has held it in 8 quarters since. The position peaked at $601K in Q2 2024. 79 funds tracked by Wall St. Rank hold HGTY as of Q3 2024.

  • Raymond James Financial Services Advisors held 57,752 shares of Hagerty worth $587K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 71 Hagerty shares in Q3 2024, an estimated $787.
  • Hagerty made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2506 holding.
  • Raymond James Financial Services Advisors first reported a position in Hagerty in Q4 2022 and has held it in 8 quarters since.
  • Raymond James Financial Services Advisors's Hagerty position peaked at $601K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held Hagerty as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.