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River Road Asset Management’s Hagerty HGTY Stock Holding History

River Road 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
2023
Q2 		– Sell
-167,605
Closed -$1.46M – 178
2023
Q1 		$1.46M Sell
167,605
-2,113
-1% -$19.3K 0.02% 167
2022
Q4 		$1.43M Buy
+169,718
New +$1.48M 0.02% 168

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 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
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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

River Road Asset Management's HGTY Position: Q2 2023 in Review

River Road Asset Management sold out of Hagerty (HGTY) in Q2 2023, closing a stake of 167,605 shares — an estimated $1.46M sold.

River Road Asset Management first reported a position in HGTY in Q4 2022 and held it in 2 quarters. The position peaked at $1.46M in Q1 2023. 67 funds tracked by Wall St. Rank hold HGTY as of Q2 2023.

  • River Road Asset Management reported no remaining Hagerty position as of Q2 2023 after selling out during the quarter.
  • River Road Asset Management sold 167,605 Hagerty shares in Q2 2023, an estimated $1.46M.
  • River Road Asset Management first reported a position in Hagerty in Q4 2022 and held it in 2 quarters.
  • River Road Asset Management's Hagerty position peaked at $1.46M in Q1 2023.
  • 67 funds tracked by Wall St. Rank held Hagerty as of Q2 2023.

Based on River Road Asset Management's 13F filing for Q2 2023, filed 20 Jul 2023.