Institutional Ownership Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 74.9 Million shares, which have been reported (via 13F filing form) to have a value of $761 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Feb 12, 2025 Q4 2024 |
51,800,000
shares
|
$524 Million
0.46% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
5,000,000
shares
|
$50.6 Million
0.31% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,241,872
shares
|
$42.9 Million
0.03% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Tom Gayner
Markel Corp
|
Feb 07, 2025 Q4 2024 |
3,108,000
shares
|
$31.4 Million
0.29% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
2,663,268
shares
|
$26.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
1,508,448
shares
|
$15.3 Million
7.24% of portfolio
|
Q3 2024
Added 27.91%
|
|
|
Pembroke Management, LTD
|
Jan 31, 2025 Q4 2024 |
953,427
shares
|
$9.64 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
950,522
shares
|
$9.61 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
525,000
shares
|
$5.31 Million
0.05% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
494,495
shares
|
$5 Million
1.03% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
456,355
shares
|
$4.61 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
337,100
shares
|
$3.41 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
247,449
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
159,396
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 89.32%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
140,037
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
138,900
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 68.57%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
137,101
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 41.13%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
127,116
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
126,794
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 265.13%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
121,795
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
115,098
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
112,626
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 415.17%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
100,000
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
93,307
shares
|
$943,333
0.0% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
91,067
shares
|
$920,687
0.0% of portfolio
|
Q4 2024
New holding
|