A detailed history of Confluence Investment Management LLC transactions in Hagerty, Inc. stock. As of the latest transaction made, Confluence Investment Management LLC holds 362,936 shares of HGTY stock, worth $3.85 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
362,936
Previous 379,551 4.38%
Holding current value
$3.85 Million
Previous $3.47 Million 8.7%
% of portfolio
0.06%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 01, 2024

SELL
$8.44 - $10.61 $140,230 - $176,285
-16,615 Reduced 4.38%
362,936 $3.77 Million
Q1 2024

Apr 01, 2024

SELL
$7.74 - $9.18 $520,801 - $617,694
-67,287 Reduced 15.06%
379,551 $3.47 Million
Q3 2023

Oct 10, 2023

SELL
$8.16 - $9.42 $236,280 - $272,765
-28,956 Reduced 6.09%
446,838 $3.65 Million
Q2 2023

Jul 03, 2023

SELL
$8.3 - $10.17 $254,262 - $311,547
-30,634 Reduced 6.05%
475,794 $4.45 Million
Q1 2023

Apr 04, 2023

SELL
$8.05 - $10.32 $4,306 - $5,521
-535 Reduced 0.11%
506,428 $4.43 Million
Q4 2022

Jan 03, 2023

BUY
$7.88 - $9.63 $3.99 Million - $4.88 Million
506,963 New
506,963 $4.26 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 $875M
  • 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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