SEI Investments
HGTY icon

SEI Investments’s Hagerty HGTY Stock Holding History

SEI Investments’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
2022
Q4 		– Sell
-187,263
Closed -$1.68M – 2600
2022
Q3 		$1.68M Hold
187,263
– – ﹤0.01% 1614
2022
Q2 		$2.15M Hold
187,263
– – ﹤0.01% 1522
2022
Q1 		$2.02M Buy
187,263
+47,619
+34% +$681K ﹤0.01% 1535
2021
Q4 		$1.98M Buy
+139,644
New +$2.18M ﹤0.01% 1590

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
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SEI Investments's HGTY Position: Q4 2022 in Review

SEI Investments sold out of Hagerty (HGTY) in Q4 2022, closing a stake of 187,263 shares — an estimated $1.68M sold.

SEI Investments first reported a position in HGTY in Q4 2021 and held it in 4 quarters. The position peaked at $2.15M in Q2 2022. 69 funds tracked by Wall St. Rank hold HGTY as of Q4 2022.

  • SEI Investments reported no remaining Hagerty position as of Q4 2022 after selling out during the quarter.
  • SEI Investments sold 187,263 Hagerty shares in Q4 2022, an estimated $1.68M.
  • SEI Investments first reported a position in Hagerty in Q4 2021 and held it in 4 quarters.
  • SEI Investments's Hagerty position peaked at $2.15M in Q2 2022.
  • 69 funds tracked by Wall St. Rank held Hagerty as of Q4 2022.

Based on SEI Investments's 13F filing for Q4 2022, filed 10 Feb 2023.