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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 1.67% |
$467 - $651
|
3.05K
$41.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50New |
$467 - $651
|
50
$685
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
34New |
$318 - $443
|
34
$465
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
18+ 180.0% |
$168 - $234
|
28
$383
|
|
|
Oct 28, 2025
Q3 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
10+ 0.07% |
$93.4 - $130
|
14.8K
$202K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3New |
$28 - $39.1
|
3
$41.1
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2New |
$18.7 - $26
|
2
$27.4
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$9.34 - $13
|
1
$13.7
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 50.0% |
$9.34 - $13
|
3
$41.1
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.2K+ 68.56% |
$127K - $155K
|
37.4K
$512K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.3K+ 228.13% |
$60.9K - $74.3K
|
10.5K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.07K+ 37.18% |
$50.6K - $61.8K
|
22.4K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.49K+ 390.26% |
$29.1K - $35.5K
|
4.38K
$59.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$1.67K - $2.04K
|
200
$2.74K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
150New |
$1.25K - $1.53K
|
150
$2.05K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
100New |
$834 - $1.02K
|
100
$1.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
30New |
$250 - $305
|
30
$411
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$8.34 - $10.2
|
1
$13.7
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 100.0% |
$8.34 - $10.2
|
2
$27.4
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
13.1KNew |
$118K - $135K
|
13.1K
$179K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12KNew |
$108K - $123K
|
12K
$164K
|
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
10.2KNew |
$92.2K - $106K
|
10.2K
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1K+ 606.06% |
$9K - $10.3K
|
1.17K
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
750New |
$6.75K - $7.75K
|
750
$10.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
56New |
$504 - $578
|
56
$767
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$27 - $31
|
4
$54.8
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Tom Gayner
Markel Corp
|
BUY
|
- |
108K+ 3.6% |
$1.03M - $1.29M
|
3.11M
$42.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
103KNew |
$989K - $1.23M
|
103K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$228K - $285K
|
23.8K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
12.3KNew |
$118K - $147K
|
12.3K
$168K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.8KNew |
$104K - $129K
|
10.8K
$148K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10KNew |
$95.7K - $120K
|
10K
$137K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
5.23KNew |
$50.1K - $62.5K
|
5.23K
$71.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.96K+ 3.96% |
$37.9K - $47.3K
|
104K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.3KNew |
$12.4K - $15.5K
|
1.3K
$17.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
800New |
$7.66K - $9.56K
|
800
$11K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
397+ 2.18% |
$3.8K - $4.74K
|
18.6K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
122New |
$1.17K - $1.46K
|
122
$1.67K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
BUY
|
- |
1.8M+ 3.6% |
$18.3M - $21.8M
|
51.8M
$709M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.9K+ 114.14% |
$121K - $144K
|
22.3K
$305K
|
|
|
Jul 14, 2025
Q3 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10.3K+ 123.45% |
$105K - $125K
|
18.6K
$255K
|
|
|
Nov 13, 2024
Q3 2024
|
Globeflex Capital L P
San Diego, CA |
BUY
|
- |
9.34KNew |
$95.1K - $113K
|
9.34K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 71.87% |
$76.1K - $90.4K
|
17.9K
$245K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
5K+ 10.0% |
$50.9K - $60.5K
|
55K
$753K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1KNew |
$10.2K - $12.1K
|
1K
$13.7K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
10.6KNew |
$89.1K - $112K
|
10.6K
$144K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.47K+ 23.84% |
$37.7K - $47.4K
|
23.2K
$318K
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
600New |
$5.06K - $6.37K
|
600
$8.21K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
178+ 24.79% |
$1.5K - $1.89K
|
896
$12.3K
|
|