Squarepoint
HGTY icon

Squarepoint’s Hagerty HGTY Stock Holding History

Squarepoint’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
Q2 		– Sell
-15,365
Closed -$141K – 4304
2024
Q1 		$141K Sell
15,365
-22,994
-60% -$193K ﹤0.01% 3721
2023
Q4 		$299K Sell
38,359
-25,990
-40% -$212K ﹤0.01% 3361
2023
Q3 		$526K Buy
64,349
+18,142
+39% +$159K ﹤0.01% 2770
2023
Q2 		$432K Buy
+46,207
New +$426K ﹤0.01% 2715

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
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
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Squarepoint's HGTY Position: Q2 2024 in Review

Squarepoint sold out of Hagerty (HGTY) in Q2 2024, closing a stake of 15,365 shares — an estimated $141K sold.

Squarepoint first reported a position in HGTY in Q2 2023 and held it in 4 quarters. The position peaked at $526K in Q3 2023. 74 funds tracked by Wall St. Rank hold HGTY as of Q2 2024.

  • Squarepoint reported no remaining Hagerty position as of Q2 2024 after selling out during the quarter.
  • Squarepoint sold 15,365 Hagerty shares in Q2 2024, an estimated $141K.
  • Squarepoint first reported a position in Hagerty in Q2 2023 and held it in 4 quarters.
  • Squarepoint's Hagerty position peaked at $526K in Q3 2023.
  • 74 funds tracked by Wall St. Rank held Hagerty as of Q2 2024.

Based on Squarepoint's 13F filing for Q2 2024, filed 14 Aug 2024.