Stock Transactions — HAGERTY INC

Total Bought
2,148,082
39 transactions
Total Sold
886,589
32 transactions
Net
+1,261,493
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
▲▼
Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
▲▼
Change in Weight (%)
▲▼
Type
Pembroke Management, LTD0953,427+953,4270.001.15+1.15buy
Neuberger Berman Group LLC4,241,8724,725,196+483,3240.030.04+0.00buy
MARKEL GROUP INC.3,000,0003,108,000+108,0000.270.26-0.01buy
GABELLI & Co INVESTMENT ADVISERS, INC.0103,300+103,3000.000.17+0.17buy
UBS Group AG26,88885,327+58,4390.000.00+0.00buy
Epoch Investment Partners, Inc.056,683+56,6830.000.00+0.00buy
Trexquant Investment LP48,51597,257+48,7420.010.01+0.00buy
DIMENSIONAL FUND ADVISORS LP19,06762,034+42,9670.000.00+0.00buy
Connor, Clark & Lunn Investment Management Ltd.97,143137,101+39,9580.000.01+0.00buy
RENAISSANCE TECHNOLOGIES LLC159,396193,896+34,5000.000.00+0.00buy
Lincoln Capital LLC463,427494,495+31,0681.001.00+0.01buy
JPMORGAN CHASE & CO029,139+29,1390.000.00+0.00buy
JANE STREET GROUP, LLC023,818+23,8180.000.00+0.00buy
Bank of New York Mellon Corp018,827+18,8270.000.00+0.00buy
XTX Topco Ltd012,308+12,3080.000.01+0.01buy
VOYA INVESTMENT MANAGEMENT LLC010,821+10,8210.000.00+0.00buy
STATE STREET CORP127,116137,844+10,7280.000.00-0.00buy
Zurcher Kantonalbank (Zurich Cantonalbank)5,84716,143+10,2960.000.00+0.00buy
North Star Investment Management Corp.010,000+10,0000.000.01+0.01buy
Legal & General Group Plc15,62625,148+9,5220.000.00+0.00buy
PDT Partners, LLC18,16526,864+8,6990.020.02+0.01buy
BNP PARIBAS FINANCIAL MARKETS08,670+8,6700.000.00+0.00buy
CHARLES SCHWAB INVESTMENT MANAGEMENT INC131,779140,037+8,2580.000.00-0.00buy
Ancora Advisors LLC04,715+4,7150.000.00+0.00buy
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC59,63064,205+4,5750.000.00-0.00buy
Garde Capital, Inc.100,000103,960+3,9600.070.07-0.00buy
BlackRock, Inc.457,792460,840+3,0480.000.00-0.00buy
Swiss National Bank50,00053,000+3,0000.000.00+0.00buy
Steward Partners Investment Advisory, LLC7,59910,325+2,7260.000.00+0.00buy
TRUST CO OF VERMONT01,300+1,3000.000.00+0.00buy
Meixler Investment Management, Ltd.27,45528,475+1,0200.210.20-0.00buy
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM22,44123,192+7510.000.00-0.00buy
AMERIPRISE FINANCIAL INC31,75032,350+6000.000.00-0.00buy
JONES FINANCIAL COMPANIES LLLP0400+4000.000.00+0.00buy
Lakewood Asset Management LLC18,24318,640+3970.130.12-0.00buy
EverSource Wealth Advisors, LLC9381,015+770.000.00-0.00buy
CITIGROUP INC1,3521,366+140.000.00-0.00buy
Hemington Wealth Management04+40.000.000.00buy
Global Financial Private Client, LLC01+10.000.00+0.00buy
GW&K Investment Management, LLC1,0251,02500.000.00-0.00hold
MeadowBrook Investment Advisors LLC15,26015,26000.140.13-0.01hold
17 CAPITAL PARTNERS, LLC55,00055,00000.360.34-0.03hold
Geneos Wealth Management Inc.1,0001,00000.000.00-0.00hold
Princeton Global Asset Management LLC30030000.000.00-0.00hold
Center for Financial Planning, Inc.1,2781,27800.000.00-0.00hold
Polar Capital Holdings Plc5,000,0005,000,00000.240.27+0.03hold
Compass Wealth Management LLC16516500.000.00-0.00hold
Farther Finance Advisors, LLC1100.000.00-0.00hold
Painted Porch Advisors LLC18,63818,63800.100.09-0.01hold
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO51,800,00051,800,00000.460.46-0.00hold
HUNTINGTON NATIONAL BANK3,1023,10200.000.00-0.00hold
COMERICA BANK10,28210,28200.000.00-0.00hold
ROYCE & ASSOCIATES LP525,000525,00000.050.05-0.00hold
GLOBEFLEX CAPITAL L P9,3449,34400.010.01-0.00hold
DEUTSCHE BANK AG\89389300.000.00-0.00hold
Aster Capital Management (DIFC) Ltd400-400.000.00-0.00sell
LPL Financial LLC115,298115,098-2000.000.00-0.00sell
ROYAL BANK OF CANADA30,97730,587-3900.000.00-0.00sell
BARCLAYS PLC31,67531,000-6750.000.00+0.00sell
JANUS HENDERSON GROUP PLC57,56956,694-8750.000.00-0.00sell
CoreCap Advisors, LLC1,0000-1,0000.000.00-0.00sell
HSBC HOLDINGS PLC26,75525,234-1,5210.000.00-0.00sell
SIMPLEX TRADING, LLC3,7932,240-1,5530.000.00-0.00sell
Tower Research Capital LLC (TRC)1,883200-1,6830.000.00-0.00sell
Vident Advisory, LLC71,16568,968-2,1970.020.01-0.01sell
TWO SIGMA ADVISERS, LP138,900135,900-3,0000.000.00-0.00sell
TWO SIGMA INVESTMENTS, LP121,795117,432-4,3630.000.00-0.00sell
Goldstone Financial Group, LLC23,19718,732-4,4650.040.03-0.01sell
FENIMORE ASSET MANAGEMENT INC955,376950,522-4,8540.200.19-0.00sell
FMR LLC6,726646-6,0800.000.00-0.00sell
GEODE CAPITAL MANAGEMENT, LLC247,449240,927-6,5220.000.00-0.00sell
Blue Trust, Inc.10,5421,143-9,3990.000.00-0.00sell
GOLDMAN SACHS GROUP INC40,45629,924-10,5320.000.00-0.00sell
NORTHERN TRUST CORP93,30782,739-10,5680.000.00-0.00sell
D. E. Shaw & Co., Inc.41,75829,337-12,4210.000.00-0.00sell
CONFLUENCE INVESTMENT MANAGEMENT LLC351,930337,100-14,8300.050.05-0.00sell
CAZ INVESTMENTS LP25,00010,000-15,0000.240.14-0.10sell
Corton Capital Inc.16,1260-16,1260.080.00-0.08sell
NewEdge Advisors, LLC16,1820-16,1820.000.00-0.00sell
ALGERT GLOBAL LLC17,8760-17,8760.000.00-0.00sell
SUSQUEHANNA INTERNATIONAL GROUP, LLP22,2620-22,2620.000.00-0.00sell
Cubist Systematic Strategies, LLC40,63213,149-27,4830.010.00-0.00sell
Redmond Asset Management, LLC59,9460-59,9460.190.00-0.19sell
MILLENNIUM MANAGEMENT LLC112,62642,849-69,7770.000.00-0.00sell
CITADEL ADVISORS LLC126,79456,336-70,4580.000.00-0.00sell
VANGUARD GROUP INC2,865,3012,663,268-202,0330.000.00-0.00sell
Greenhaven Road Investment Management, L.P.1,508,4481,236,170-272,2786.534.61-1.92sell
Page 1 of 1