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Register Financial Advisors’s Hagerty HGTY Stock Holding History

Register Financial 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
2023
Q4 		– Sell
-333
Closed -$2.72K – 452
2023
Q3 		$2.72K Hold
333
– – ﹤0.01% 497
2023
Q2 		$3.12K Hold
333
– – ﹤0.01% 479
2023
Q1 		$2.91K Hold
333
– – ﹤0.01% 474
2022
Q4 		$2.8K Buy
+333
New +$2.9K ﹤0.01% 718

Other funds holding HGTY

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PCH
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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Register Financial Advisors's HGTY Position: Q4 2023 in Review

Register Financial Advisors sold out of Hagerty (HGTY) in Q4 2023, closing a stake of 333 shares — an estimated $2.72K sold.

Register Financial Advisors first reported a position in HGTY in Q4 2022 and held it in 4 quarters. The position peaked at $3.12K in Q2 2023. 73 funds tracked by Wall St. Rank hold HGTY as of Q4 2023.

  • Register Financial Advisors reported no remaining Hagerty position as of Q4 2023 after selling out during the quarter.
  • Register Financial Advisors sold 333 Hagerty shares in Q4 2023, an estimated $2.72K.
  • Register Financial Advisors first reported a position in Hagerty in Q4 2022 and held it in 4 quarters.
  • Register Financial Advisors's Hagerty position peaked at $3.12K in Q2 2023.
  • 73 funds tracked by Wall St. Rank held Hagerty as of Q4 2023.

Based on Register Financial Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.