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Redmond Asset Management’s Hagerty HGTY Stock Holding History

Redmond 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
2024
Q4 		– Sell
-59,946
Closed -$610K – 208
2024
Q3 		$610K Sell
59,946
-1,500
-2% -$16.6K 0.19% 108
2024
Q2 		$639K Sell
61,446
-5,695
-8% -$52.8K 0.21% 111
2024
Q1 		$614K Sell
67,141
-2,144
-3% -$18K 0.2% 114
2023
Q4 		$540K Sell
69,285
-14,618
-17% -$119K 0.17% 121
2023
Q3 		$685K Sell
83,903
-4,000
-5% -$35.1K 0.24% 113
2023
Q2 		$823K Hold
87,903
– – 0.27% 109
2023
Q1 		$768K Sell
87,903
-1,133
-1% -$10.3K 0.27% 111
2022
Q4 		$749K Hold
89,036
– – 0.27% 116
2022
Q3 		$800K Sell
89,036
-386
-0.4% -$4.37K 0.3% 110
2022
Q2 		$1.03M Buy
89,422
+390
+0.4% +$3.95K 0.37% 98
2022
Q1 		$961K Buy
89,032
+3,171
+4% +$45.3K 0.29% 118
2021
Q4 		$1.22M Buy
+85,861
New +$1.34M 0.34% 103

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
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 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

Redmond Asset Management's HGTY Position: Q4 2024 in Review

Redmond Asset Management sold out of Hagerty (HGTY) in Q4 2024, closing a stake of 59,946 shares — an estimated $610K sold.

Redmond Asset Management first reported a position in HGTY in Q4 2021 and held it in 12 quarters. The position peaked at $1.22M in Q4 2021. 90 funds tracked by Wall St. Rank hold HGTY as of Q4 2024.

  • Redmond Asset Management reported no remaining Hagerty position as of Q4 2024 after selling out during the quarter.
  • Redmond Asset Management sold 59,946 Hagerty shares in Q4 2024, an estimated $610K.
  • Redmond Asset Management first reported a position in Hagerty in Q4 2021 and held it in 12 quarters.
  • Redmond Asset Management's Hagerty position peaked at $1.22M in Q4 2021.
  • 90 funds tracked by Wall St. Rank held Hagerty as of Q4 2024.

Based on Redmond Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.