SSB
HGTY icon

Sandy Spring Bank’s Hagerty HGTY Stock Holding History

Sandy Spring Bank’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 		$1.36K Hold
150
– – ﹤0.01% 1069
2024
Q4 		$1.45K Hold
150
– – ﹤0.01% 1088
2024
Q3 		$1.53K Hold
150
– – ﹤0.01% 1057
2024
Q2 		$1.56K Hold
150
– – ﹤0.01% 1117
2024
Q1 		$1.37K Buy
+150
New +$1.26K ﹤0.01% 1084

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Neuberger Berman Group
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
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
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
RA
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

Sandy Spring Bank's HGTY Position: Q1 2025 in Review

Sandy Spring Bank held its Hagerty (HGTY) position steady in Q1 2025 at 150 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Sandy Spring Bank first reported a position in HGTY in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.56K in Q2 2024. 88 funds tracked by Wall St. Rank hold HGTY as of Q1 2025.

  • Sandy Spring Bank held 150 shares of Hagerty worth $1.36K as of Q1 2025.
  • Sandy Spring Bank left its Hagerty share count unchanged in Q1 2025.
  • Hagerty made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1069 holding.
  • Sandy Spring Bank first reported a position in Hagerty in Q1 2024 and has held it in 5 quarters since.
  • Sandy Spring Bank's Hagerty position peaked at $1.56K in Q2 2024.
  • 88 funds tracked by Wall St. Rank held Hagerty as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.