Institutional Ownership Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 69.7 Million shares, which have been reported (via 13F filing form) to have a value of $670 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
May 14, 2024 Q1 2024 |
50,000,000
shares
|
$481 Million
0.41% of portfolio
|
Q4 2021
New holding
|
|
|
Polar Capital Holdings PLC
London, X0 |
May 15, 2024 Q1 2024 |
5,000,000
shares
|
$48.1 Million
0.29% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2024 Q1 2024 |
3,486,048
shares
|
$33.5 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tom Gayner
Markel Corp
|
May 03, 2024 Q1 2024 |
3,000,000
shares
|
$28.9 Million
0.29% of portfolio
|
Q2 2023
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
2,028,292
shares
|
$19.5 Million
0.0% of portfolio
|
Q1 2024
Added 1.06%
|
|
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
May 15, 2024 Q1 2024 |
1,179,302
shares
|
$11.3 Million
5.02% of portfolio
|
Q1 2024
Added 13.04%
|
|
|
Fenimore Asset Management Inc
|
Apr 30, 2024 Q1 2024 |
950,766
shares
|
$9.15 Million
0.19% of portfolio
|
Q1 2024
Added 0.58%
|
|
|
Royce & Associates LP
|
May 13, 2024 Q1 2024 |
525,000
shares
|
$5.05 Million
0.04% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
457,829
shares
|
$4.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Lincoln Capital LLC
|
Apr 15, 2024 Q1 2024 |
420,545
shares
|
$4.05 Million
0.88% of portfolio
|
Q1 2024
Added 27.92%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
379,551
shares
|
$3.65 Million
0.05% of portfolio
|
Q1 2024
Reduced 15.06%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
269,644
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
145,793
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2024
Added 2.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
141,360
shares
|
$1.36 Million
0.0% of portfolio
|
Q1 2024
Added 9.1%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
127,148
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
117,131
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2024
Added 8.32%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
113,730
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 23.43%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2024 Q1 2024 |
103,300
shares
|
$993,745
0.18% of portfolio
|
Q4 2023
Added 34.68%
|
|
|
Garde Capital, Inc.
Seattle, WA |
May 29, 2024 Q1 2024 |
100,000
shares
|
$961,999
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
89,000
shares
|
$856,179
0.0% of portfolio
|
Q1 2024
Added 40.6%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
76,119
shares
|
$732,264
0.0% of portfolio
|
Q1 2024
Added 143.11%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 07, 2024 Q1 2024 |
67,141
shares
|
$645,896
0.2% of portfolio
|
Q1 2024
Reduced 3.09%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
66,561
shares
|
$640,316
0.0% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2024 Q1 2024 |
62,079
shares
|
$597,199
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2024 Q1 2024 |
56,400
shares
|
$542,568
0.0% of portfolio
|
Q1 2024
New holding
|
|