Stock Transactions — HAGERTY INC

Total Bought
1,472,704
38 transactions
Total Sold
1,239,153
38 transactions
Net
+233,551
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
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Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Greenhaven Road Investment Management, L.P.1,360,5061,811,539+451,0335.066.43+1.37buy
Polar Capital Holdings Plc5,000,0005,319,027+319,0270.280.28+0.01buy
SCHOLTZ & COMPANY, LLC0240,290+240,2900.001.07+1.07buy
Neuberger Berman Group LLC5,468,7935,557,427+88,6340.040.04+0.00buy
Pembroke Management, LTD937,700993,449+55,7491.241.21-0.02buy
T. Rowe Price Investment Management, Inc.054,380+54,3800.000.00+0.00buy
Lincoln Capital LLC555,286607,309+52,0230.991.18+0.19buy
D. E. Shaw & Co., Inc.22,55159,198+36,6470.000.00+0.00buy
Corton Capital Inc.027,007+27,0070.000.32+0.32buy
CITIGROUP INC3,71230,641+26,9290.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC64,20588,489+24,2840.000.00+0.00buy
UBS Group AG100,755119,693+18,9380.000.00+0.00buy
Connor, Clark & Lunn Investment Management Ltd.142,768159,069+16,3010.010.01+0.00buy
MILLENNIUM MANAGEMENT LLC22,20237,424+15,2220.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP86,58495,775+9,1910.000.00+0.00buy
GROUP ONE TRADING LLC08,100+8,1000.000.00+0.00buy
KLP KAPITALFORVALTNING AS3,20010,500+7,3000.000.00+0.00buy
MARSHALL WACE, LLP16,33322,405+6,0720.000.00+0.00buy
GEODE CAPITAL MANAGEMENT, LLC249,557254,634+5,0770.000.00+0.00buy
DEUTSCHE BANK AG\8934,378+3,4850.000.00+0.00buy
IFP Advisors, Inc03,000+3,0000.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS4001,934+1,5340.000.00+0.00buy
Tower Research Capital LLC (TRC)0678+6780.000.00+0.00buy
Steward Partners Investment Advisory, LLC11,15511,624+4690.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC135,660136,105+4450.000.00+0.00buy
Ameritas Advisory Services, LLC0200+2000.000.00+0.00buy
Meixler Investment Management, Ltd.29,10529,295+1900.180.20+0.02buy
NORTHERN TRUST CORP82,37982,558+1790.000.00+0.00buy
Atlantic Union Bankshares Corp0150+1500.000.00+0.00buy
Aster Capital Management (DIFC) Ltd074+740.000.00+0.00buy
Bare Financial Services, Inc053+530.000.00+0.00buy
Parkworth Wealth Management, Inc.030+300.000.00+0.00buy
Fortitude Family Office, LLC07+70.000.00+0.00buy
Hemington Wealth Management810+20.000.000.00buy
Bay Harbor Wealth Management, LLC12+10.000.00+0.00buy
SBI Securities Co., Ltd.01+10.000.00+0.00buy
Rialto Wealth Management, LLC01+10.000.00+0.00buy
HFM Investment Advisors, LLC12+10.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM23,19223,19200.000.00+0.00hold
GW&K Investment Management, LLC1,0251,02500.000.00+0.00hold
MARKEL GROUP INC.3,108,0003,108,00000.250.27+0.02hold
TRUST CO OF VERMONT1,3001,30000.000.00+0.00hold
CAZ INVESTMENTS LP10,00010,00000.650.57-0.07hold
Epoch Investment Partners, Inc.28,72028,72000.000.00+0.00hold
Ancora Advisors LLC4,7154,71500.000.00+0.00hold
Swiss National Bank61,10061,10000.000.00-0.00hold
17 CAPITAL PARTNERS, LLC55,00055,00000.320.32+0.00hold
Geneos Wealth Management Inc.1,0001,00000.000.00-0.00hold
Painted Porch Advisors LLC18,63818,63800.070.08+0.01hold
Goldstone Financial Group, LLC18,73218,73200.030.03-0.00hold
SIERRA OCEAN, LLC12212200.000.00+0.00hold
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO51,800,00051,800,00000.430.46+0.03hold
HUNTINGTON NATIONAL BANK3,1023,10200.000.00+0.00hold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0000.000.000.00hold
JONES FINANCIAL COMPANIES LLLP40040000.000.00-0.00hold
HSBC HOLDINGS PLC24,85524,85500.000.00+0.00hold
COMERICA BANK3,0823,08200.000.00+0.00hold
ROYCE & ASSOCIATES LP525,000525,00000.050.05+0.00hold
GLOBEFLEX CAPITAL L P9,3449,34400.010.01+0.00hold
GABELLI & Co INVESTMENT ADVISERS, INC.103,300103,30000.140.16+0.02hold
Global Financial Private Client, LLC40-40.000.00-0.00sell
STATE STREET CORP138,264138,254-100.000.00+0.00sell
COLDSTREAM CAPITAL MANAGEMENT INC560-560.000.00-0.00sell
BARCLAYS PLC31,88131,793-880.000.00-0.00sell
LPL Financial LLC115,618115,483-1350.000.00-0.00sell
Princeton Global Asset Management LLC1500-1500.000.00-0.00sell
EverSource Wealth Advisors, LLC1,194961-2330.000.00-0.00sell
Bank of New York Mellon Corp18,56018,142-4180.000.00+0.00sell
MeadowBrook Investment Advisors LLC15,26014,780-4800.130.13+0.00sell
CONSULTIVA WEALTH MANAGEMENT, CORP.7500-7500.020.00-0.02sell
Mountain Hill Investment Partners Corp.8000-8000.010.00-0.01sell
Blue Trust, Inc.1,143105-1,0380.000.00-0.00sell
Compass Wealth Management LLC1,1650-1,1650.000.00-0.00sell
Center for Financial Planning, Inc.1,2783-1,2750.000.00-0.00sell
Legal & General Group Plc25,14823,852-1,2960.000.00-0.00sell
AMERIPRISE FINANCIAL INC34,60032,968-1,6320.000.00-0.00sell
BlackRock, Inc.471,599469,511-2,0880.000.00+0.00sell
ROYAL BANK OF CANADA30,11627,360-2,7560.000.00-0.00sell
TWO SIGMA ADVISERS, LP134,700130,939-3,7610.000.00-0.00sell
Vident Advisory, LLC44,22035,845-8,3750.010.00-0.00sell
JPMORGAN CHASE & CO22,77713,876-8,9010.000.00-0.00sell
Universal- Beteiligungs- und Servicegesellschaft mbH10,2390-10,2390.000.00-0.00sell
Zurcher Kantonalbank (Zurich Cantonalbank)16,1435,847-10,2960.000.00-0.00sell
TWO SIGMA INVESTMENTS, LP97,10385,797-11,3060.000.00-0.00sell
RAYMOND JAMES FINANCIAL INC89,07877,635-11,4430.000.00-0.00sell
Virtu Financial LLC11,9510-11,9510.010.00-0.01sell
HRT FINANCIAL LP13,0720-13,0720.000.00-0.00sell
Trexquant Investment LP85,18271,721-13,4610.010.01-0.00sell
PDT Partners, LLC20,2060-20,2060.010.00-0.01sell
VANGUARD GROUP INC2,633,1932,612,741-20,4520.000.00-0.00sell
GOLDMAN SACHS GROUP INC37,38313,814-23,5690.000.00-0.00sell
RENAISSANCE TECHNOLOGIES LLC148,768123,168-25,6000.000.00-0.00sell
CITADEL ADVISORS LLC119,12885,836-33,2920.000.00-0.00sell
CONFLUENCE INVESTMENT MANAGEMENT LLC316,369279,919-36,4500.040.04-0.00sell
JANUS HENDERSON GROUP PLC52,56714,933-37,6340.000.00-0.00sell
Garde Capital, Inc.103,9600-103,9600.050.00-0.05sell
Garner Asset Management Corp321,8250-321,8251.280.00-1.28sell
FENIMORE ASSET MANAGEMENT INC498,9860-498,9860.100.00-0.10sell
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