Purchases and Sales Made in Q4 2025 in Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Lincoln Capital LLC
|
BUY
|
- |
25.5K+ 3.23% |
$273K - $350K
|
813K
$11.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
20.1KNew |
$215K - $276K
|
20.1K
$275K
|
|
|
Jan 28, 2026
Q4 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
6.4K+ 60.95% |
$68.6K - $87.9K
|
16.9K
$231K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
537New |
$5.76K - $7.37K
|
537
$7.35K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
272New |
$2.92K - $3.73K
|
272
$3.72K
|
|
|
Jan 16, 2026
Q4 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
154New |
$1.65K - $2.11K
|
154
$2.11K
|
|
|
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 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1New |
$10.7 - $13.7
|
1
$13.7
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1- 14.29% |
$10.7 - $13.7
|
6
$82.1
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-47- 44.76% |
$504 - $645
|
58
$794
|
|
|
Jan 28, 2026
Q4 2025
|
Arizona State Retirement System
|
SELL
|
- |
-509- 4.35% |
$5.46K - $6.99K
|
11.2K
$153K
|
|
|
Jan 29, 2026
Q4 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-40.4K- 1.17% |
$433K - $555K
|
3.42M
$46.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-55.6K- 22.02% |
$596K - $764K
|
197K
$2.7M
|
|