Purchases and Sales Made in Q2 2025 in Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY) during Q2 2025. The information is specifically focused on institutions that hold shares of Hagerty, Inc..
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
$6.1M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$1.67K - $2.04K
|
200
$2.01K
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7New |
$58.4 - $71.3
|
7
$70.3
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-36.5K- 11.52% |
$304K - $371K
|
280K
$2.81M
|