UBS Group’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
119,693
+18,938
| +19% | +$191K | ﹤0.01% | 4207 |
|
|
2025
Q1 | $911K | Buy |
100,755
+15,428
| +18% | +$139K | ﹤0.01% | 4261 |
|
|
2024
Q4 | $823K | Buy |
85,327
+58,439
| +217% | +$564K | ﹤0.01% | 4353 |
|
|
2024
Q3 | $273K | Buy |
26,888
+6,083
| +29% | +$61.9K | ﹤0.01% | 4480 |
|
|
2024
Q2 | $216K | Sell |
20,805
-2,019
| -9% | -$21K | ﹤0.01% | 4498 |
|
|
2024
Q1 | $209K | Sell |
22,824
-3,192
| -12% | -$29.2K | ﹤0.01% | 4685 |
|
|
2023
Q4 | $203K | Sell |
26,016
-92,082
| -78% | -$718K | ﹤0.01% | 4594 |
|
|
2023
Q3 | $965K | Sell |
118,098
-19,888
| -14% | -$162K | ﹤0.01% | 3110 |
|
|
2023
Q2 | $1.29M | Buy |
137,986
+26,485
| +24% | +$248K | ﹤0.01% | 3082 |
|
|
2023
Q1 | $975K | Buy |
111,501
+1,128
| +1% | +$9.86K | ﹤0.01% | 3193 |
|
|
2022
Q4 | $928K | Buy |
110,373
+49,384
| +81% | +$415K | ﹤0.01% | 3201 |
|
|
2022
Q3 | $548K | Buy |
60,989
+2,835
| +5% | +$25.5K | ﹤0.01% | 3292 |
|
|
2022
Q2 | $669K | Sell |
58,154
-15,788
| -21% | -$182K | ﹤0.01% | 3156 |
|
|
2022
Q1 | $798K | Buy |
+73,942
| New | +$798K | ﹤0.01% | 3429 |
|