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VisionPoint Advisory Group’s Hagerty HGTY Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-896
Closed -$9.32K – 467
2024
Q2 		$9.32K Buy
896
+178
+25% +$1.65K ﹤0.01% 502
2024
Q1 		$6.57K Buy
718
+284
+65% +$2.38K ﹤0.01% 506
2023
Q4 		$3.38K Buy
+434
New +$3.54K ﹤0.01% 551

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 $11.9B AUM 10.84% 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
LC
Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VisionPoint Advisory Group's HGTY Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Hagerty (HGTY) in Q3 2024, closing a stake of 896 shares — an estimated $9.32K sold.

VisionPoint Advisory Group first reported a position in HGTY in Q4 2023 and held it in 3 quarters. The position peaked at $9.32K in Q2 2024. 79 funds tracked by Wall St. Rank hold HGTY as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Hagerty position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 896 Hagerty shares in Q3 2024, an estimated $9.32K.
  • VisionPoint Advisory Group first reported a position in Hagerty in Q4 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Hagerty position peaked at $9.32K in Q2 2024.
  • 79 funds tracked by Wall St. Rank held Hagerty as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.