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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
37New |
$397 - $508
|
37
$507
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9+ 900.0% |
$96.5 - $124
|
10
$137
|
|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
25.5K+ 3.23% |
$273K - $350K
|
813K
$11.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-55.6K- 22.02% |
$596K - $764K
|
197K
$2.7M
|
|
| Q3 2025 | |||||||
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 1.67% |
$467 - $651
|
3.05K
$41.8K
|
|
|
Nov 14, 2025
Q3 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-35.8K- 27.37% |
$335K - $467K
|
95.1K
$1.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
498K+ 9.37% |
$4.65M - $6.49M
|
5.82M
$79.6M
|
|
|
Nov 14, 2025
Q3 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
5.16M+ 9491.38% |
$48.2M - $67.2M
|
5.22M
$71.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
24.1K+ 67.21% |
$225K - $314K
|
59.9K
$821K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-547- 80.68% |
$5.11K - $7.12K
|
131
$1.79K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.8K- 19.53% |
$156K - $218K
|
69K
$945K
|
|
|
Nov 14, 2025
Q3 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
40.7K+ 56.73% |
$380K - $530K
|
112K
$1.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-43.3K- 48.9% |
$404K - $563K
|
45.2K
$619K
|
|
|
Nov 14, 2025
Q3 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
62.1KNew |
$580K - $808K
|
62.1K
$850K
|
|
|
Nov 14, 2025
Q3 2025
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-2.85K- 10.55% |
$26.6K - $37.1K
|
24.2K
$331K
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
62.1K+ 44.9% |
$580K - $808K
|
200K
$2.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.67K+ 33.78% |
$43.6K - $60.8K
|
18.5K
$253K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.43K- 86.7% |
$69.4K - $96.8K
|
1.14K
$15.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 208.47% |
$1.46M - $2.03M
|
231K
$3.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
700+ 14.14% |
$6.54K - $9.11K
|
5.65K
$77.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37K+ 47.59% |
$345K - $481K
|
115K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.9KNew |
$121K - $168K
|
12.9K
$177K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
23.3KNew |
$218K - $303K
|
23.3K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-232- 4.92% |
$2.17K - $3.02K
|
4.48K
$61.4K
|
|
|
Nov 14, 2025
Q3 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
21.1K+ 35.61% |
$197K - $274K
|
80.3K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
277KNew |
$2.59M - $3.61M
|
277K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22.6K+ 27.35% |
$211K - $294K
|
105K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
103KNew |
$958K - $1.34M
|
103K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
10.2K+ 44.04% |
$95.4K - $133K
|
33.4K
$457K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-4.7K- 19.92% |
$43.9K - $61.2K
|
18.9K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
175KNew |
$1.63M - $2.28M
|
175K
$2.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
15.6K+ 25.47% |
$145K - $203K
|
76.7K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.98K+ 25.05% |
$55.8K - $77.8K
|
29.8K
$408K
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.21K- 12.93% |
$30K - $41.8K
|
21.6K
$296K
|
|
|
Nov 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$173K - $242K
|
18.6K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.55K+ 0.97% |
$14.4K - $20.1K
|
161K
$2.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
96.5K+ 80.62% |
$901K - $1.26M
|
216K
$2.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.2K- 4.22% |
$48.6K - $67.7K
|
118K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
170KNew |
$1.59M - $2.21M
|
170K
$2.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2.2K- 71.38% |
$20.5K - $28.6K
|
882
$12.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$9.34 - $13
|
1
$13.7
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
101+ 136.49% |
$943 - $1.32K
|
175
$2.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.9K+ 23.46% |
$17.7K - $24.7K
|
10K
$137K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.4K+ 12.07% |
$13.1K - $18.3K
|
13K
$178K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.49M+ 44.81% |
$23.3M - $32.4M
|
8.05M
$110M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
BUY
|
- |
853K+ 47.1% |
$7.97M - $11.1M
|
2.66M
$36.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.2KNew |
$124K - $172K
|
13.2K
$181K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.77K- 3.26% |
$35.2K - $49K
|
112K
$1.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
25K+ 26.07% |
$233K - $325K
|
121K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
84.8K+ 35.28% |
$792K - $1.1M
|
325K
$4.45M
|
|