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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
BUY
|
- |
451K+ 33.15% |
$3.76M - $4.59M
|
1.81M
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
319K+ 6.38% |
$2.66M - $3.25M
|
5.32M
$72.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
240KNew |
$2M - $2.45M
|
240K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
88.6K+ 1.62% |
$739K - $902K
|
5.56M
$76.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Pembroke Management, LTD
|
BUY
|
- |
55.7K+ 5.95% |
$465K - $568K
|
993K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
54.4KNew |
$454K - $554K
|
54.4K
$744K
|
|
|
Jul 11, 2025
Q2 2025
|
Lincoln Capital LLC
|
BUY
|
- |
52K+ 9.37% |
$434K - $530K
|
607K
$8.31M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
36.6K+ 162.51% |
$306K - $373K
|
59.2K
$810K
|
|
|
Aug 05, 2025
Q2 2025
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
27KNew |
$225K - $275K
|
27K
$370K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
26.9K+ 725.46% |
$225K - $274K
|
30.6K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
24.3K+ 37.82% |
$203K - $247K
|
88.5K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
18.9K+ 18.8% |
$158K - $193K
|
120K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
16.3K+ 11.42% |
$136K - $166K
|
159K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.2K+ 68.56% |
$127K - $155K
|
37.4K
$512K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.19K+ 13.98% |
$76.7K - $93.6K
|
75K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
9.19K+ 10.62% |
$76.7K - $93.6K
|
95.8K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
8.1KNew |
$67.6K - $82.5K
|
8.1K
$111K
|
|
|
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 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
5.08K+ 2.03% |
$42.3K - $51.7K
|
255K
$3.49M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.73K+ 2159.82% |
$39.4K - $48.2K
|
4.95K
$67.8K
|
|
|
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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3KNew |
$25K - $30.5K
|
3K
$41.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.73K+ 46.64% |
$22.7K - $27.8K
|
8.57K
$117K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
678New |
$5.65K - $6.9K
|
678
$9.28K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
469+ 4.2% |
$3.91K - $4.77K
|
11.6K
$159K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
445+ 0.33% |
$3.71K - $4.53K
|
136K
$1.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$1.67K - $2.04K
|
200
$2.74K
|
|
|
Aug 04, 2025
Q2 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
190+ 0.65% |
$1.58K - $1.93K
|
29.3K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
179+ 0.22% |
$1.49K - $1.82K
|
82.6K
$1.13M
|
|
|
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 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
74New |
$617 - $753
|
74
$1.01K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
53New |
$442 - $540
|
53
$726
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
30New |
$250 - $305
|
30
$411
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19+ 9.5% |
$158 - $193
|
219
$3K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
7New |
$58.4 - $71.3
|
7
$95.8
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
2+ 25.0% |
$16.7 - $20.4
|
10
$137
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1+ 100.0% |
$8.34 - $10.2
|
2
$27.4
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1New |
$8.34 - $10.2
|
1
$13.7
|
|
|
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
|
Bay Harbor Wealth Management, LLC
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-10- 0.01% |
$83.4 - $102
|
138K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-88- 0.28% |
$734 - $896
|
31.8K
$435K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-135- 0.12% |
$1.13K - $1.37K
|
115K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-233- 19.51% |
$1.94K - $2.37K
|
961
$13.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-480- 3.15% |
$4K - $4.89K
|
14.8K
$202K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.04K- 90.81% |
$8.66K - $10.6K
|
105
$1.44K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.28K- 99.77% |
$10.6K - $13K
|
3
$41.1
|
|