Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Hagerty HGTY Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
Q2 		– Sell
-10,239
Closed -$92.6K – 2052
2025
Q1 		$92.6K Buy
+10,239
New +$99.3K ﹤0.01% 1950

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's HGTY Position: Q2 2025 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Hagerty (HGTY) in Q2 2025, closing a stake of 10,239 shares — an estimated $92.6K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HGTY in Q1 2025 and held it in 1 quarter. The position peaked at $92.6K in Q1 2025. 89 funds tracked by Wall St. Rank hold HGTY as of Q2 2025.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining Hagerty position as of Q2 2025 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 10,239 Hagerty shares in Q2 2025, an estimated $92.6K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Hagerty in Q1 2025 and held it in 1 quarter.
  • Universal-Beteiligungs- und Servicegesellschaft's Hagerty position peaked at $92.6K in Q1 2025.
  • 89 funds tracked by Wall St. Rank held Hagerty as of Q2 2025.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2025, filed 11 Aug 2025.