Stock Transactions — HAGERTY INC

Total Bought
2,016,991
44 transactions
Total Sold
1,534,894
49 transactions
Net
+482,097
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
T. Rowe Price Investment Management, Inc.5,156,8995,640,480+483,5810.040.04-0.00buy
Neuberger Berman Group LLC8,269,6208,721,368+451,7480.080.07-0.01buy
Polar Capital Holdings Plc5,767,4166,000,000+232,5840.350.28-0.08buy
UBS Group AG192,631345,958+153,3270.000.00+0.00buy
Lincoln Capital LLC812,858950,652+137,7941.981.90-0.08buy
DIMENSIONAL FUND ADVISORS LP181,448271,346+89,8980.000.00+0.00buy
RENAISSANCE TECHNOLOGIES LLC87,968157,668+69,7000.000.00+0.00buy
PALISADE CAPITAL MANAGEMENT, LP56,271110,636+54,3650.020.04+0.02buy
E. Ohman J:or Asset Management AB045,637+45,6370.000.01+0.01buy
JT Stratford LLC038,112+38,1120.000.05+0.05buy
BANK OF MONTREAL /CAN/033,332+33,3320.000.00+0.00buy
AMERICAN CENTURY COMPANIES INC030,914+30,9140.000.00+0.00buy
MILLENNIUM MANAGEMENT LLC26,26952,608+26,3390.000.00+0.00buy
LPL Financial LLC115,039141,249+26,2100.000.00-0.00buy
CANADA PENSION PLAN INVESTMENT BOARD27,10050,900+23,8000.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC398,144418,807+20,6630.000.00-0.00buy
BlackRock, Inc.671,924690,093+18,1690.000.00-0.00buy
XTX Topco Ltd016,869+16,8690.000.00+0.00buy
TD ASSET MANAGEMENT INC87,856100,184+12,3280.000.00-0.00buy
MANUFACTURERS LIFE INSURANCE COMPANY, THE010,881+10,8810.000.00+0.00buy
Woodline Partners LP252,530260,544+8,0140.010.01-0.00buy
D. E. Shaw & Co., Inc.80,38086,554+6,1740.000.00-0.00buy
RAYMOND JAMES FINANCIAL INC119,885125,965+6,0800.000.00-0.00buy
MRP Capital Investments, LLC05,000+5,0000.000.05+0.05buy
STATE STREET CORP230,786233,788+3,0020.000.00-0.00buy
SCHOLTZ & COMPANY, LLC323,315325,505+2,1901.891.75-0.13buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC215,830217,522+1,6920.000.00-0.00buy
EverSource Wealth Advisors, LLC1,4813,072+1,5910.000.00+0.00buy
Center for Financial Planning, Inc.31,503+1,5000.000.00+0.00buy
NORTHERN TRUST CORP104,020105,418+1,3980.000.00-0.00buy
CITIGROUP INC6251,929+1,3040.000.00+0.00buy
Bank of New York Mellon Corp38,52139,730+1,2090.000.00-0.00buy
Tower Research Capital LLC (TRC)0523+5230.000.00+0.00buy
Steward Partners Investment Advisory, LLC13,02713,434+4070.000.00-0.00buy
SIMPLEX TRADING, LLC0330+3300.000.00+0.00buy
SIGNATUREFD, LLC096+960.000.00+0.00buy
Allworth Financial LP31118+870.000.00+0.00buy
MAI Capital Management057+570.000.00+0.00buy
GAMMA Investing LLC031+310.000.00+0.00buy
VICTORY CAPITAL MANAGEMENT INC11,10311,130+270.000.00-0.00buy
CVA Family Office, LLC015+150.000.00+0.00buy
Blue Trust, Inc.5867+90.000.00-0.00buy
Vermillion Wealth Management, Inc.03+30.000.00+0.00buy
Arax Advisory Partners01+10.000.00+0.00buy
WCM INVESTMENT MANAGEMENT, LLC10,02310,02300.000.00-0.00hold
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM33,40633,40600.000.00-0.00hold
GW&K Investment Management, LLC1,0251,02500.000.00-0.00hold
MARKEL GROUP INC.3,108,0003,108,00000.330.27-0.06hold
CAZ INVESTMENTS LP7,5007,50000.170.10-0.08hold
OXFORD FINANCIAL GROUP, LTD. LLC170,000170,00000.130.10-0.03hold
JANUS HENDERSON GROUP PLC14,93314,93300.000.00-0.00hold
Yorktown Management & Research Co Inc20,10020,10000.220.18-0.04hold
BROWN ADVISORY INC109,000109,00000.000.00-0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)5,8475,84700.000.00-0.00hold
Ancora Advisors LLC4,4834,48300.000.00-0.00hold
Swiss National Bank79,26079,26000.000.00-0.00hold
Gillson Capital LP202,012202,01200.180.17-0.00hold
KLP KAPITALFORVALTNING AS16,90016,90000.000.00-0.00hold
Geneos Wealth Management Inc.1,0001,00000.000.00-0.00hold
SJS Investment Consulting Inc.3300.000.00-0.00hold
Fortitude Family Office, LLC6600.000.00-0.00hold
Painted Porch Advisors LLC18,63818,63800.100.09-0.01hold
HFM Investment Advisors, LLC2200.000.00-0.00hold
BARCLAYS PLC25,33325,33300.000.00-0.00hold
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO51,800,00051,800,00000.550.43-0.12hold
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC45,21645,21600.000.00-0.00hold
HSBC HOLDINGS PLC21,64221,64200.000.00-0.00hold
Atlantic Union Bankshares Corp15015000.000.00-0.00hold
ROYCE & ASSOCIATES LP525,000525,00000.070.05-0.02hold
GABELLI & Co INVESTMENT ADVISERS, INC.103,300103,30000.210.16-0.05hold
DEUTSCHE BANK AG\4,3784,37800.000.00-0.00hold
Bay Harbor Wealth Management, LLC43-10.000.00-0.00sell
Dunhill Financial, LLC10-10.000.00-0.00sell
ROTHSCHILD INVESTMENT LLC107-30.000.00-0.00sell
Rialto Wealth Management, LLC102-80.000.00-0.00sell
Root Financial Partners, LLC8474-100.000.00-0.00sell
JFS WEALTH ADVISORS, LLC379-280.000.00-0.00sell
Farther Finance Advisors, LLC537508-290.000.00-0.00sell
IFP Advisors, Inc3,0933,062-310.000.00-0.00sell
Avion Wealth500-500.000.000.00sell
SageView Advisory Group, LLC640-640.000.00-0.00sell
Aster Capital Management (DIFC) Ltd680-680.000.00-0.00sell
Bare Financial Services, Inc243150-930.000.00-0.00sell
GROUP ONE TRADING LLC14343-1000.000.00-0.00sell
Parallel Advisors, LLC1179-1080.000.00-0.00sell
Arizona State Retirement System11,20411,061-1430.000.00-0.00sell
Marquette Asset Management, LLC1540-1540.000.00-0.00sell
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1550-1550.000.00-0.00sell
Commonwealth Retirement Investments LLC2000-2000.000.00-0.00sell
JONES FINANCIAL COMPANIES LLLP700500-2000.000.00-0.00sell
17 CAPITAL PARTNERS, LLC55,00054,765-2350.380.30-0.09sell
CWM, LLC2720-2720.000.00-0.00sell
ROYAL BANK OF CANADA27,84127,568-2730.000.00-0.00sell
LOS ANGELES CAPITAL MANAGEMENT LLC7,3096,668-6410.000.00-0.00sell
Vident Advisory, LLC54,93154,272-6590.010.00-0.00sell
Quarry LP1,0090-1,0090.000.00-0.00sell
TWO SIGMA INVESTMENTS, LP92,68991,582-1,1070.000.00-0.00sell
Schonfeld Strategic Advisors LLC26,71825,358-1,3600.000.00+0.00sell
BNP PARIBAS FINANCIAL MARKETS1,734257-1,4770.000.00-0.00sell
AQR CAPITAL MANAGEMENT LLC23,40921,675-1,7340.000.00-0.00sell
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