Stock Transactions — HAGERTY INC

Total Bought
724,374
35 transactions
Total Sold
258,345
23 transactions
Net
+466,029
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Greenhaven Road Investment Management, L.P.1,043,2401,179,302+136,0623.424.57+1.15buy
Neuberger Berman Group LLC3,372,2563,486,048+113,7920.020.03+0.00buy
Lincoln Capital LLC328,763420,545+91,7820.630.86+0.22buy
Polar Capital Holdings Plc4,925,0005,000,000+75,0000.240.24+0.00buy
TWO SIGMA ADVISERS, LP056,400+56,4000.000.00+0.00buy
TWO SIGMA INVESTMENTS, LP31,31076,119+44,8090.000.00+0.00buy
ROYAL BANK OF CANADA029,231+29,2310.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC63,30089,000+25,7000.000.00+0.00buy
ROYCE & ASSOCIATES LP500,000525,000+25,0000.040.04+0.01buy
VANGUARD GROUP INC2,006,9612,028,292+21,3310.000.00+0.00buy
Connor, Clark & Lunn Investment Management Ltd.015,063+15,0630.000.00+0.00buy
D. E. Shaw & Co., Inc.13,62927,012+13,3830.000.00+0.00buy
MORGAN STANLEY129,573141,360+11,7870.000.00+0.00buy
TWO SIGMA SECURITIES, LLC010,934+10,9340.000.00+0.00buy
Goldstone Financial Group, LLC13,95023,197+9,2470.030.05+0.02buy
LPL Financial LLC108,131117,131+9,0000.000.00+0.00buy
CITIGROUP INC06,966+6,9660.000.00+0.00buy
FENIMORE ASSET MANAGEMENT INC945,286950,766+5,4800.170.18+0.01buy
Meixler Investment Management, Ltd.20,07524,325+4,2500.130.17+0.04buy
CITADEL ADVISORS LLC44,92148,714+3,7930.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC142,098145,793+3,6950.000.00+0.00buy
Tower Research Capital LLC (TRC)03,256+3,2560.000.00+0.00buy
Vident Advisory, LLC16,49619,024+2,5280.000.00+0.00buy
DEUTSCHE BANK AG\4,7126,142+1,4300.000.00+0.00buy
SIMPLEX TRADING, LLC2161,397+1,1810.000.00+0.00buy
CoreCap Advisors, LLC01,000+1,0000.000.00+0.00buy
COMERICA BANK9,68210,282+6000.000.00+0.00buy
MACQUARIE GROUP LTD0533+5330.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM22,41022,786+3760.000.00+0.00buy
Balefire, LLC434718+2840.000.00+0.00buy
GOLDMAN SACHS GROUP INC20,47920,727+2480.000.00+0.00buy
Steward Partners Investment Advisory, LLC4,8224,944+1220.000.00-0.00buy
EverSource Wealth Advisors, LLC062+620.000.00+0.00buy
BARCLAYS PLC32,13532,167+320.000.00+0.00buy
Capital Advisors, Ltd. LLC017+170.000.000.00buy
GW&K Investment Management, LLC1,0251,02500.000.00+0.00hold
MARKEL GROUP INC.3,000,0003,000,00000.250.27+0.02hold
CAZ INVESTMENTS LP15,00015,00000.290.27-0.02hold
Zurcher Kantonalbank (Zurich Cantonalbank)5,8475,84700.000.00+0.00hold
Swiss National Bank50,00050,00000.000.00+0.00hold
Garde Capital, Inc.100,000100,00000.060.06+0.00hold
NewEdge Advisors, LLC16,18216,18200.000.00+0.00hold
17 CAPITAL PARTNERS, LLC50,00050,00000.360.34-0.02hold
Centerpoint Advisors, LLC17517500.000.00+0.00hold
Geneos Wealth Management Inc.1,0001,00000.000.00+0.00hold
Center for Financial Planning, Inc.1,2751,27500.000.00-0.00hold
Compass Wealth Management LLC16516500.000.00+0.00hold
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO50,000,00050,000,00000.380.41+0.04hold
HUNTINGTON NATIONAL BANK3,1023,10200.000.00+0.00hold
Legal & General Group Plc15,62615,62600.000.00+0.00hold
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,85520,85500.000.00+0.00hold
HSBC HOLDINGS PLC27,19627,19600.000.00-0.00hold
GROUP ONE TRADING LLC20,00020,00000.000.01+0.00hold
GABELLI & Co INVESTMENT ADVISERS, INC.103,300103,30000.150.16+0.01hold
EntryPoint Capital, LLC170-170.000.00-0.00sell
FMR LLC1,32323-1,3000.000.00-0.00sell
MeadowBrook Investment Advisors LLC16,92015,520-1,4000.130.13+0.01sell
JPMORGAN CHASE & CO27,81925,735-2,0840.000.00-0.00sell
Redmond Asset Management, LLC69,28567,141-2,1440.170.20+0.02sell
Advisory Services Network, LLC2,6740-2,6740.000.00-0.00sell
GEODE CAPITAL MANAGEMENT, LLC272,695269,644-3,0510.000.00+0.00sell
UBS Group AG26,01622,824-3,1920.000.00-0.00sell
RHUMBLINE ADVISERS3,2990-3,2990.000.00-0.00sell
STATE STREET CORP131,357127,148-4,2090.000.00+0.00sell
NORTHERN TRUST CORP71,25766,561-4,6960.000.00+0.00sell
JANUS HENDERSON GROUP PLC66,85262,079-4,7730.000.00-0.00sell
Blue Trust, Inc.6,9780-6,9780.000.00-0.00sell
GSA CAPITAL PARTNERS LLP23,28510,610-12,6750.020.01-0.01sell
MARSHALL WACE, LLP54,07540,035-14,0400.000.00-0.00sell
Corton Capital Inc.14,7010-14,7010.040.00-0.04sell
Bank of New York Mellon Corp15,8390-15,8390.000.00-0.00sell
Cubist Systematic Strategies, LLC18,5510-18,5510.000.00-0.00sell
Squarepoint Ops LLC38,35915,365-22,9940.000.00-0.00sell
GRAND WEALTH MANAGEMENT, LLC24,2340-24,2340.100.00-0.10sell
CONFLUENCE INVESTMENT MANAGEMENT LLC408,868379,551-29,3170.050.05+0.00sell
OSAIC HOLDINGS, INC.31,3710-31,3710.000.00-0.00sell
MILLENNIUM MANAGEMENT LLC148,536113,730-34,8060.000.00-0.00sell
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