Purchases and Sales Made in Q3 2025 in Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
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 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.49M+ 44.81% |
$23.3M - $32.4M
|
8.05M
$110M
|
|
|
Oct 28, 2025
Q3 2025
|
Pembroke Management, LTD
|
BUY
|
- |
1.27M+ 127.61% |
$11.8M - $16.5M
|
2.26M
$31M
|
|
|
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 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
843K+ 32.28% |
$7.88M - $11M
|
3.46M
$47.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
498K+ 9.37% |
$4.65M - $6.49M
|
5.82M
$79.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Garner Asset Management Corp
|
BUY
|
- |
282KNew |
$2.63M - $3.67M
|
282K
$3.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
277KNew |
$2.59M - $3.61M
|
277K
$3.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Lincoln Capital LLC
|
BUY
|
- |
180K+ 29.65% |
$1.68M - $2.34M
|
787K
$10.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
175KNew |
$1.63M - $2.28M
|
175K
$2.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
170KNew |
$1.59M - $2.21M
|
170K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 208.47% |
$1.46M - $2.03M
|
231K
$3.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
147K+ 57.91% |
$1.38M - $1.92M
|
402K
$5.5M
|
|
|
Nov 14, 2025
Q3 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
103KNew |
$958K - $1.34M
|
103K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
96.5K+ 80.62% |
$901K - $1.26M
|
216K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
BUY
|
- |
87.9KNew |
$821K - $1.14M
|
87.9K
$1.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
84.8K+ 35.28% |
$792K - $1.1M
|
325K
$4.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
80K+ 58.76% |
$747K - $1.04M
|
216K
$2.96M
|
|
|
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
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
62.1KNew |
$580K - $808K
|
62.1K
$850K
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
37K+ 47.59% |
$345K - $481K
|
115K
$1.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
25K+ 26.07% |
$233K - $325K
|
121K
$1.65M
|
|
|
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
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
22.6K+ 27.35% |
$211K - $294K
|
105K
$1.44M
|
|
|
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 13, 2025
Q3 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$173K - $242K
|
18.6K
$254K
|
|
|
Nov 13, 2025
Q3 2025
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
15.6K+ 25.47% |
$145K - $203K
|
76.7K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.2KNew |
$124K - $172K
|
13.2K
$181K
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
12.9KNew |
$121K - $168K
|
12.9K
$177K
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
11.7KNew |
$109K - $153K
|
11.7K
$160K
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.99K+ 21.89% |
$55.9K - $78K
|
33.4K
$457K
|
|
|
Nov 13, 2025
Q3 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.98K+ 25.05% |
$55.8K - $77.8K
|
29.8K
$408K
|
|
|
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 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
1.9K+ 23.46% |
$17.7K - $24.7K
|
10K
$137K
|
|
|
Nov 13, 2025
Q3 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
1.55K+ 0.97% |
$14.4K - $20.1K
|
161K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.4K+ 12.07% |
$13.1K - $18.3K
|
13K
$178K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.13KNew |
$10.5K - $14.7K
|
1.13K
$15.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
700+ 14.14% |
$6.54K - $9.11K
|
5.65K
$77.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
497+ 51.72% |
$4.64K - $6.47K
|
1.46K
$20K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
300+ 75.0% |
$2.8K - $3.91K
|
700
$9.58K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
153+ 288.68% |
$1.43K - $1.99K
|
206
$2.82K
|
|
|
Nov 12, 2025
Q3 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
101+ 136.49% |
$943 - $1.32K
|
175
$2.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
100New |
$934 - $1.3K
|
100
$1.37K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50New |
$467 - $651
|
50
$685
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 1.67% |
$467 - $651
|
3.05K
$41.8K
|
|
|
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
|
|