Institutional Ownership Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY). We have compiled data on the 81 institutions that hold shares in the stock, with a total of 73.9 Million shares, which have been reported (via 13F filing form) to have a value of $785 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Nov 12, 2024 Q3 2024 |
51,800,000
shares
|
$539 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
|
$52.1 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
|
$44.2 Million
0.03% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Tom Gayner
Markel Corp
|
Nov 01, 2024 Q3 2024 |
3,000,000
shares
|
$31.2 Million
0.3% of portfolio
|
Q2 2023
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
2,865,301
shares
|
$29.8 Million
0.0% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
1,508,448
shares
|
$15.7 Million
7.24% of portfolio
|
Q3 2024
Added 27.91%
|
|
|
Fenimore Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
955,376
shares
|
$9.95 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Royce & Associates LP
|
Nov 06, 2024 Q3 2024 |
525,000
shares
|
$5.47 Million
0.05% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Lincoln Capital LLC
|
Oct 31, 2024 Q3 2024 |
463,427
shares
|
$4.82 Million
1.02% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
456,355
shares
|
$4.75 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
351,930
shares
|
$3.66 Million
0.05% of portfolio
|
Q4 2023
Added 16.18%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
247,449
shares
|
$2.58 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
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 89.32%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
138,900
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 68.57%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
131,779
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
127,116
shares
|
$1.32 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
|
$1.32 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
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
115,298
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
112,626
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 415.17%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
100,000
shares
|
$1.04 Million
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 08, 2024 Q3 2024 |
97,143
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Added 376.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
93,307
shares
|
$971,325
0.0% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
71,165
shares
|
$740,827
0.02% of portfolio
|
Q3 2024
Added 118.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
66,732
shares
|
$694,680
0.0% of portfolio
|
Q3 2024
Added 30.52%
|