UBS AM
HGTY icon

UBS AM’s Hagerty HGTY Stock Holding History

UBS AM’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
2026
Q1 		$476K Hold
45,216
– – ﹤0.01% 2569
2025
Q4 		$608K Hold
45,216
– – ﹤0.01% 2284
2025
Q3 		$544K Sell
45,216
-43,273
-49% -$479K ﹤0.01% 2144
2025
Q2 		$895K Buy
88,489
+24,284
+38% +$226K ﹤0.01% 2413
2025
Q1 		$580K Hold
64,205
– – ﹤0.01% 2468
2024
Q4 		$620K Buy
64,205
+4,575
+8% +$49.8K ﹤0.01% 2512
2024
Q3 		$606K Sell
59,630
-6,923
-10% -$76.7K ﹤0.01% 2590
2024
Q2 		$692K Buy
66,553
+45,698
+219% +$424K ﹤0.01% 2535
2024
Q1 		$191K Hold
20,855
– – ﹤0.01% 2467
2023
Q4 		$163K Hold
20,855
– – ﹤0.01% 2505
2023
Q3 		$170K Hold
20,855
– – ﹤0.01% 2532
2023
Q2 		$182K Hold
20,855
– – ﹤0.01% 2580
2023
Q1 		$182K Hold
20,855
– – ﹤0.01% 2580
2022
Q4 		$175K Hold
20,855
– – ﹤0.01% 2459
2022
Q3 		$187K Hold
20,855
– – ﹤0.01% 2618
2022
Q2 		$240K Buy
+20,855
New +$211K ﹤0.01% 2536

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