Stock Transactions — HAGERTY INC

Total Bought
14,116,219
57 transactions
Total Sold
397,663
23 transactions
Net
+13,718,556
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
T. Rowe Price Investment Management, Inc.54,3805,215,795+5,161,4150.000.04+0.04buy
Neuberger Berman Group LLC5,557,4278,047,786+2,490,3590.040.07+0.03buy
Pembroke Management, LTD993,4492,261,203+1,267,7541.212.70+1.49buy
Greenhaven Road Investment Management, L.P.1,811,5392,664,784+853,2456.4313.24+6.81buy
VANGUARD GROUP INC2,612,7413,456,174+843,4330.000.00+0.00buy
FMR LLC0500,473+500,4730.000.00+0.00buy
Polar Capital Holdings Plc5,319,0275,817,416+498,3890.280.34+0.06buy
Garner Asset Management Corp0281,825+281,8250.001.37+1.37buy
Woodline Partners LP0277,315+277,3150.000.02+0.02buy
MORGAN STANLEY0231,267+231,2670.000.00+0.00buy
Lincoln Capital LLC607,309787,387+180,0781.181.77+0.59buy
BlackRock, Inc.469,511648,288+178,7770.000.00+0.00buy
Gillson Capital LP0175,000+175,0000.000.18+0.18buy
OXFORD FINANCIAL GROUP, LTD. LLC0170,000+170,0000.000.12+0.12buy
GEODE CAPITAL MANAGEMENT, LLC254,634402,086+147,4520.000.00+0.00buy
SOROS FUND MANAGEMENT LLC0102,611+102,6110.000.02+0.02buy
UBS Group AG119,693216,186+96,4930.000.00+0.00buy
TD ASSET MANAGEMENT INC087,856+87,8560.000.00+0.00buy
SCHOLTZ & COMPANY, LLC240,290325,065+84,7751.071.72+0.65buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC136,105216,077+79,9720.000.00+0.00buy
STATE STREET CORP138,254200,329+62,0750.000.00+0.00buy
PALISADE CAPITAL MANAGEMENT, LP062,063+62,0630.000.02+0.02buy
Trexquant Investment LP71,721112,405+40,6840.010.01+0.01buy
RAYMOND JAMES FINANCIAL INC77,635114,585+36,9500.000.00+0.00buy
DIMENSIONAL FUND ADVISORS LP95,775120,747+24,9720.000.00+0.00buy
Vident Advisory, LLC35,84559,938+24,0930.000.01+0.00buy
NORTHERN TRUST CORP82,558105,139+22,5810.000.00+0.00buy
D. E. Shaw & Co., Inc.59,19880,279+21,0810.000.00+0.00buy
EntryPoint Capital, LLC018,571+18,5710.000.09+0.09buy
Swiss National Bank61,10076,660+15,5600.000.00+0.00buy
Kingsview Wealth Management, LLC013,227+13,2270.000.00+0.00buy
Schonfeld Strategic Advisors LLC012,910+12,9100.000.00+0.00buy
Arizona State Retirement System011,713+11,7130.000.00+0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM23,19233,406+10,2140.000.00+0.00buy
ROYAL BANK OF CANADA27,36033,350+5,9900.000.00+0.00buy
Legal & General Group Plc23,85229,827+5,9750.000.00+0.00buy
GOLDMAN SACHS GROUP INC13,81418,480+4,6660.000.00+0.00buy
Bank of New York Mellon Corp18,14222,053+3,9110.000.00+0.00buy
BNP PARIBAS FINANCIAL MARKETS1,9345,131+3,1970.000.00+0.00buy
GROUP ONE TRADING LLC8,10010,000+1,9000.000.00+0.00buy
Connor, Clark & Lunn Investment Management Ltd.159,069160,616+1,5470.010.01+0.00buy
Steward Partners Investment Advisory, LLC11,62413,027+1,4030.000.00-0.00buy
Clearstead Advisors, LLC01,127+1,1270.000.00+0.00buy
EverSource Wealth Advisors, LLC9611,458+4970.000.00+0.00buy
JONES FINANCIAL COMPANIES LLLP400700+3000.000.00+0.00buy
Bare Financial Services, Inc53206+1530.000.00+0.00buy
Aster Capital Management (DIFC) Ltd74175+1010.000.00+0.00buy
Root Financial Partners, LLC0100+1000.000.00+0.00buy
IFP Advisors, Inc3,0003,050+500.000.00+0.00buy
Avion Wealth050+500.000.000.00buy
Parallel Advisors, LLC034+340.000.00+0.00buy
Hemington Wealth Management1028+180.000.000.00buy
MeadowBrook Investment Advisors LLC14,78014,790+100.130.15+0.02buy
SJS Investment Consulting Inc.03+30.000.00+0.00buy
Cloud Capital Management, LLC02+20.000.000.00buy
Wealthspire Advisors, LLC01+10.000.00+0.00buy
Bay Harbor Wealth Management, LLC23+10.000.00+0.00buy
GW&K Investment Management, LLC1,0251,02500.000.00+0.00hold
MARKEL GROUP INC.3,108,0003,108,00000.270.30+0.04hold
TRUST CO OF VERMONT1,3001,30000.000.00+0.00hold
CAZ INVESTMENTS LP10,00010,00000.570.22-0.35hold
JANUS HENDERSON GROUP PLC14,93314,93300.000.00+0.00hold
Zurcher Kantonalbank (Zurich Cantonalbank)5,8475,84700.000.00+0.00hold
KLP KAPITALFORVALTNING AS10,50010,50000.000.00+0.00hold
17 CAPITAL PARTNERS, LLC55,00055,00000.320.36+0.04hold
Geneos Wealth Management Inc.1,0001,00000.000.00+0.00hold
Center for Financial Planning, Inc.3300.000.00+0.00hold
Blue Trust, Inc.10510500.000.00+0.00hold
Fortitude Family Office, LLC7700.000.00-0.00hold
Painted Porch Advisors LLC18,63818,63800.080.09+0.01hold
Goldstone Financial Group, LLC18,73218,73200.030.03+0.00hold
Rialto Wealth Management, LLC1100.000.00+0.00hold
HFM Investment Advisors, LLC2200.000.00+0.00hold
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO51,800,00051,800,00000.460.52+0.06hold
HUNTINGTON NATIONAL BANK3,1023,10200.000.00+0.00hold
Atlantic Union Bankshares Corp15015000.000.00-0.00hold
ROYCE & ASSOCIATES LP525,000525,00000.050.06+0.01hold
GLOBEFLEX CAPITAL L P9,3449,34400.010.02+0.01hold
GABELLI & Co INVESTMENT ADVISERS, INC.103,300103,30000.160.20+0.04hold
DEUTSCHE BANK AG\4,3784,37800.000.00+0.00hold
SBI Securities Co., Ltd.10-10.000.00-0.00sell
SIERRA OCEAN, LLC1220-1220.000.00-0.00sell
Meixler Investment Management, Ltd.29,29529,115-1800.200.22+0.01sell
Ameritas Advisory Services, LLC2000-2000.000.00-0.00sell
Ancora Advisors LLC4,7154,483-2320.000.00+0.00sell
Tower Research Capital LLC (TRC)678131-5470.000.00-0.00sell
COMERICA BANK3,082882-2,2000.000.00-0.00sell
Corton Capital Inc.27,00724,157-2,8500.320.72+0.40sell
HSBC HOLDINGS PLC24,85521,642-3,2130.000.00-0.00sell
LPL Financial LLC115,483111,718-3,7650.000.00+0.00sell
RENAISSANCE TECHNOLOGIES LLC123,168117,968-5,2000.000.00+0.00sell
BARCLAYS PLC31,79325,337-6,4560.000.00-0.00sell
JPMORGAN CHASE & CO13,8760-13,8760.000.00-0.00sell
TWO SIGMA INVESTMENTS, LP85,79769,042-16,7550.000.00-0.00sell
MARSHALL WACE, LLP22,4050-22,4050.000.00-0.00sell
CONFLUENCE INVESTMENT MANAGEMENT LLC279,919252,535-27,3840.040.04+0.00sell
CITIGROUP INC30,6412,424-28,2170.000.00-0.00sell
Epoch Investment Partners, Inc.28,7200-28,7200.000.00-0.00sell
AMERIPRISE FINANCIAL INC32,9680-32,9680.000.00-0.00sell
TWO SIGMA ADVISERS, LP130,93995,100-35,8390.000.00-0.00sell
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