Latest Institutional Purchases of Hagerty, Inc. (HGTY)
This list provides information on the latest institutional transactions involving Hagerty, Inc. (HGTY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
52K+ 9.37% |
$434K - $530K
|
607K
$6.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.3K+ 228.13% |
$60.9K - $74.3K
|
10.5K
$106K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$1.67K - $2.04K
|
200
$2.03K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7New |
$58.4 - $71.3
|
7
$71
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 100.0% |
$8.34 - $10.2
|
2
$20.3
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 100.0% |
$8.34 - $10.2
|
2
$20.3
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
744K+ 15.74% |
$6.69M - $7.68M
|
5.47M
$55.5M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
322KNew |
$2.9M - $3.32M
|
322K
$3.26M
|
|
|
May 05, 2025
Q1 2025
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
BUY
|
- |
124K+ 10.06% |
$1.12M - $1.28M
|
1.36M
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.8K+ 111.46% |
$565K - $649K
|
119K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
24.6K+ 39.58% |
$221K - $254K
|
86.6K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.3KNew |
$147K - $169K
|
16.3K
$166K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 18.08% |
$139K - $159K
|
101K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1KNew |
$118K - $135K
|
13.1K
$133K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12KNew |
$108K - $123K
|
12K
$121K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
10.2KNew |
$92.2K - $106K
|
10.2K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
8.63K+ 3.58% |
$77.7K - $89.1K
|
250K
$2.53M
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
8.1K+ 15.28% |
$72.9K - $83.7K
|
61.1K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.46K+ 24.93% |
$67.1K - $77.1K
|
37.4K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
5.67K+ 4.13% |
$51K - $58.5K
|
143K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.35K+ 171.74% |
$21.1K - $24.2K
|
3.71K
$37.6K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.25K+ 6.96% |
$20.3K - $23.2K
|
34.6K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.1K+ 55.87% |
$18.9K - $21.6K
|
5.85K
$59.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1K+ 606.06% |
$9K - $10.3K
|
1.17K
$11.8K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
881+ 2.84% |
$7.93K - $9.1K
|
31.9K
$323K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
830+ 8.04% |
$7.47K - $8.57K
|
11.2K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
750New |
$6.75K - $7.75K
|
750
$7.61K
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
630+ 2.21% |
$5.67K - $6.51K
|
29.1K
$295K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
520+ 0.45% |
$4.68K - $5.37K
|
116K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
420+ 0.3% |
$3.78K - $4.34K
|
138K
$1.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
299+ 296.04% |
$2.69K - $3.09K
|
400
$4.06K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
179+ 17.64% |
$1.61K - $1.85K
|
1.19K
$12.1K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
56New |
$504 - $578
|
56
$568
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 100.0% |
$36 - $41.3
|
8
$81.1
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$27 - $31
|
4
$40.6
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
108K+ 3.6% |
$1.03M - $1.29M
|
3.11M
$31.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
103KNew |
$989K - $1.23M
|
103K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$228K - $285K
|
23.8K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.3KNew |
$118K - $147K
|
12.3K
$125K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$104K - $129K
|
10.8K
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.3K+ 176.09% |
$98.5K - $123K
|
16.1K
$164K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10KNew |
$95.7K - $120K
|
10K
$101K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.23KNew |
$50.1K - $62.5K
|
5.23K
$53.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.72KNew |
$45.1K - $56.3K
|
4.72K
$47.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
4.58K+ 7.67% |
$43.8K - $54.7K
|
64.2K
$651K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.96K+ 3.96% |
$37.9K - $47.3K
|
104K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.3KNew |
$12.4K - $15.5K
|
1.3K
$13.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
800New |
$7.66K - $9.56K
|
800
$8.11K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
397+ 2.18% |
$3.8K - $4.74K
|
18.6K
$189K
|
|