Latest Institutional Transactions on Hagerty, Inc. (HGTY)
This table provides information on the latest institutional transactions involving Hagerty, Inc. (HGTY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.38K- 3.13% |
$39.4K - $45.2K
|
136K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
630+ 2.21% |
$5.67K - $6.51K
|
29.1K
$294K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
520+ 0.45% |
$4.68K - $5.37K
|
116K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
10.2KNew |
$92.2K - $106K
|
10.2K
$103K
|
|
|
May 05, 2025
Q1 2025
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
BUY
|
- |
124K+ 10.06% |
$1.12M - $1.28M
|
1.36M
$13.7M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
322KNew |
$2.9M - $3.32M
|
322K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1K+ 606.06% |
$9K - $10.3K
|
1.17K
$11.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Fenimore Asset Management Inc
|
SELL
|
- |
-452K- 47.5% |
$4.06M - $4.66M
|
499K
$5.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-150- 50.0% |
$1.35K - $1.55K
|
150
$1.51K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$27 - $31
|
4
$40.4
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-150- 75.0% |
$1.44K - $1.79K
|
50
$505
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.96K+ 3.96% |
$37.9K - $47.3K
|
104K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$228K - $285K
|
23.8K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.72KNew |
$45.1K - $56.3K
|
4.72K
$47.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-27.5K- 67.64% |
$263K - $328K
|
13.1K
$133K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$104K - $129K
|
10.8K
$109K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.58K+ 7.67% |
$43.8K - $54.7K
|
64.2K
$648K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.3KNew |
$118K - $147K
|
12.3K
$124K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
103KNew |
$989K - $1.23M
|
103K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.68K- 89.38% |
$16.1K - $20.1K
|
200
$2.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-15K- 60.0% |
$144K - $179K
|
10K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
800New |
$7.66K - $9.56K
|
800
$8.07K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.55K- 40.94% |
$14.9K - $18.6K
|
2.24K
$22.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.2KNew |
$30.6K - $38.2K
|
3.2K
$32.3K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10KNew |
$95.7K - $120K
|
10K
$101K
|
|
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
108K+ 3.6% |
$1.03M - $1.29M
|
3.11M
$31.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.3K+ 176.09% |
$98.5K - $123K
|
16.1K
$163K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
122New |
$1.17K - $1.46K
|
122
$1.23K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-29.3K- 96.24% |
$280K - $350K
|
1.14K
$11.5K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.23KNew |
$50.1K - $62.5K
|
5.23K
$52.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.3KNew |
$12.4K - $15.5K
|
1.3K
$13.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
397+ 2.18% |
$3.8K - $4.74K
|
18.6K
$188K
|
|
| Q3 2024 | |||||||
|
Jul 14, 2025
Q3 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10.3K+ 123.45% |
$105K - $125K
|
18.6K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9K+ 114.14% |
$121K - $144K
|
22.3K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
16.1KNew |
$164K - $195K
|
16.1K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
40New |
$407 - $484
|
40
$404
|
|
|
Nov 13, 2024
Q3 2024
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-1.5K- 2.44% |
$15.3K - $18.2K
|
59.9K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-348- 87.0% |
$3.54K - $4.21K
|
52
$525
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
9.34KNew |
$95.1K - $113K
|
9.34K
$94.3K
|
|
|
Nov 12, 2024
Q3 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
1.8M+ 3.6% |
$18.3M - $21.8M
|
51.8M
$523M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 71.87% |
$76.1K - $90.4K
|
17.9K
$180K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$10.2K - $12.1K
|
1K
$10.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-120- 0.78% |
$1.22K - $1.45K
|
15.3K
$154K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
5K+ 10.0% |
$50.9K - $60.5K
|
55K
$555K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$10.2 - $12.1
|
1
$10.1
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-71- 0.12% |
$723 - $859
|
57.8K
$583K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-200- 0.62% |
$2.04K - $2.42K
|
32.3K
$326K
|
|
| Q2 2024 | |||||||
|
Jun 12, 2025
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4- 0.45% |
$33.8 - $42.4
|
889
$8.97K
|
|
|
Apr 08, 2025
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-332- 1.43% |
$2.8K - $3.52K
|
22.9K
$231K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.47K+ 23.84% |
$37.7K - $47.4K
|
23.2K
$234K
|
|