Concourse Financial Group Securities, Inc. Hagerty, Inc. Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$8.34 - $10.18 $0 - $0	0 New	0 $0
Q1 2025 May 14, 2025	BUY	$9.0 - $10.33 $0 - $0	0 New	0 $0
Q4 2024 Feb 13, 2025	BUY	$9.57 - $11.95 $0 - $0	0 New	0 $0
Q3 2024 Oct 10, 2024	BUY	$10.18 - $12.1 $0 - $0	0 New	0 $0
Q2 2024 Jul 23, 2024	BUY	$8.44 - $10.61 $0 - $0	0 New	0 $0
Q1 2024 Apr 30, 2024	BUY	$7.74 - $9.18 $0 - $0	0 New	0 $0
Q4 2023 Feb 07, 2024	BUY	$7.58 - $8.74 $0 - $0	0 New	0 $0
Q3 2023 Oct 30, 2023	BUY	$8.16 - $9.42 $0 - $0	0 New	0 $0
Q3 2023 Oct 25, 2023	BUY	$8.16 - $9.42 $0 - $0	0 New	0 $0
Q2 2023 Aug 10, 2023	BUY	$8.3 - $10.17 $0 - $0	0 New	0 $0
Q1 2023 May 15, 2023	BUY	$8.05 - $10.32 $0 - $0	0 New	0 $0
Q4 2022 Jan 30, 2023	BUY	$7.88 - $9.63 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$3.68 - $13.47 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$7.57 - $11.6 $0 - $0	0 New	0 $0
Q1 2022 May 09, 2022	SELL	$10.79 - $17.9 $323 - $537	-30 Closed	0 $0
Q4 2021 Feb 07, 2022	BUY	$9.98 - $18.8 $299 - $564	30 New	30 $0

Others Institutions Holding HGTY

# of Institutions

Shares Held

78.4M

Call Options Held

91.6K

Put Options Held

State Farm Mutual Automobile Insurance CO Bloomington, IL

51.8M
Shares

$644 Million
0.47% of portfolio
Neuberger Berman Group LLC New York, NY

5.56M
Shares

$69.1 Million
0.05% of portfolio
Polar Capital Holdings PLC London, X0

5.32M
Shares

$66.1 Million
0.31% of portfolio
Vanguard Group Inc Valley Forge, PA

3.46M
Shares

$43 Million
0.0% of portfolio
Tom Gayner Markel Corp

3.11M
Shares

$38.6 Million
0.34% of portfolio

View Full List

About Hagerty, Inc.

Ticker HGTY
Exchange NYSE
Sector Financial Services
Industry Insurance—Property & Casualty
Shares Outstandng 82,452,200
Market Cap $1.02B
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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