A detailed history of Charles Schwab Investment Management Inc transactions in Hagerty, Inc. stock. As of the latest transaction made, Charles Schwab Investment Management Inc holds 131,779 shares of HGTY stock, worth $1.52 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
131,779
Previous 132,775 0.75%
Holding current value
$1.52 Million
Previous $1.38 Million 2.83%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$10.18 - $12.1 $10,139 - $12,051
-996 Reduced 0.75%
131,779 $1.34 Million
Q2 2024

Aug 12, 2024

SELL
$8.44 - $10.61 $109,871 - $138,120
-13,018 Reduced 8.93%
132,775 $1.38 Million
Q1 2024

May 08, 2024

BUY
$7.74 - $9.18 $28,599 - $33,920
3,695 Added 2.6%
145,793 $1.33 Million
Q4 2023

Feb 06, 2024

BUY
$7.58 - $8.74 $126,260 - $145,582
16,657 Added 13.28%
142,098 $1.11 Million
Q3 2023

Nov 08, 2023

SELL
$8.16 - $9.42 $349,786 - $403,797
-42,866 Reduced 25.47%
125,441 $1.02 Million
Q2 2023

Aug 09, 2023

BUY
$8.3 - $10.17 $29,033 - $35,574
3,498 Added 2.12%
168,307 $1.58 Million
Q1 2023

May 11, 2023

BUY
$8.05 - $10.32 $24,262 - $31,104
3,014 Added 1.86%
164,809 $1.44 Million
Q4 2022

Feb 13, 2023

BUY
$7.88 - $9.63 $54,931 - $67,130
6,971 Added 4.5%
161,795 $1.36 Million
Q3 2022

Nov 14, 2022

BUY
$3.68 - $13.47 $81,375 - $297,862
22,113 Added 16.66%
154,824 $1.39 Million
Q2 2022

Aug 15, 2022

SELL
$7.57 - $11.6 $34,761 - $53,267
-4,592 Reduced 3.34%
132,711 $1.53 Million
Q1 2022

May 13, 2022

BUY
$10.79 - $17.9 $1.48 Million - $2.46 Million
137,303 New
137,303 $1.48 Million

Others Institutions Holding HGTY

About Hagerty, Inc.


  • Ticker HGTY
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 82,452,200
  • Market Cap $949M
  • Description
  • Hagerty, Inc. provides insurance agency services worldwide. It offers automobile and boat insurance products; and reinsurance products. The company also provides Hagerty Media, which publishes contents through the HDC Magazine, video content, YouTube channel; HDC that offers subscription based products and services, including HDC Magazine, autom...
More about HGTY
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