Institutional Ownership Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 75.3 Million shares, which have been reported (via 13F filing form) to have a value of $686 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
23,192
shares
|
$217,077
0.0% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
18,732
shares
|
$175,331
0.03% of portfolio
|
Q2 2024
Added 23.84%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
18,640
shares
|
$174,470
0.12% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
16,143
shares
|
$151,098
0.0% of portfolio
|
Q4 2024
Added 176.09%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
15,260
shares
|
$142,833
0.13% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
13,149
shares
|
$123,074
0.0% of portfolio
|
Q4 2024
Reduced 67.64%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
12,308
shares
|
$115,202
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
10,821
shares
|
$101,284
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10,325
shares
|
$96,642
0.0% of portfolio
|
Q4 2024
Added 35.87%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
10,282
shares
|
$96,239
0.0% of portfolio
|
Q1 2024
Added 6.2%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
10,000
shares
|
$93,600
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caz Investments LP
Houston, TX |
Feb 12, 2025 Q4 2024 |
10,000
shares
|
$93,600
0.14% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
9,344
shares
|
$87,459
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
5,234
shares
|
$48,990
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
4,715
shares
|
$44,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,750
shares
|
$35,100
0.0% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
3,200
shares
|
$29,952
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
3,102
shares
|
$29,034
0.0% of portfolio
|
Q2 2022
Reduced 29.21%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
2,240
shares
|
$20,966
0.0% of portfolio
|
Q4 2024
Reduced 40.94%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,366
shares
|
$12,785
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,300
shares
|
$12,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
1,278
shares
|
$11,962
0.0% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,143
shares
|
$10,698
0.0% of portfolio
|
Q4 2024
Reduced 96.24%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,025
shares
|
$9,594
0.0% of portfolio
|
Q4 2023
Added 24.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,015
shares
|
$9,500
0.0% of portfolio
|
Q4 2024
Added 8.21%
|