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 $757 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
|
$517 Million
0.46% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
5,000,000
shares
|
$50 Million
0.3% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,725,196
shares
|
$47.2 Million
0.04% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Tom Gayner
Markel Corp
|
Feb 07, 2025 Q4 2024 |
3,108,000
shares
|
$31 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
|
$26.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
1,236,170
shares
|
$12.3 Million
5.62% of portfolio
|
Q4 2024
Reduced 18.05%
|
|
|
Pembroke Management, LTD
|
Jan 31, 2025 Q4 2024 |
953,427
shares
|
$9.52 Million
1.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fenimore Asset Management Inc
|
Jan 21, 2025 Q4 2024 |
950,522
shares
|
$9.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Royce & Associates LP
|
Feb 10, 2025 Q4 2024 |
525,000
shares
|
$5.24 Million
0.05% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
494,495
shares
|
$4.94 Million
1.03% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
456,355
shares
|
$4.56 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
337,100
shares
|
$3.37 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
240,927
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
193,896
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Added 21.64%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
140,037
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
137,844
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
137,101
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 41.13%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
135,900
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
117,432
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
115,098
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Feb 13, 2025 Q4 2024 |
103,300
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
100,000
shares
|
$999,000
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
97,257
shares
|
$971,597
0.01% of portfolio
|
Q4 2024
Added 100.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
91,067
shares
|
$909,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
85,327
shares
|
$852,416
0.0% of portfolio
|
Q4 2024
Added 217.34%
|