Institutional Ownership Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 75.9 Million shares, which have been reported (via 13F filing form) to have a value of $738 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
May 13, 2025 Q1 2025 |
51,800,000
shares
|
$494 Million
0.43% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
5,468,793
shares
|
$52.1 Million
0.04% of portfolio
|
Q1 2025
Added 15.74%
|
|
|
Polar Capital Holdings PLC
London, X0 |
May 15, 2025 Q1 2025 |
5,000,000
shares
|
$47.7 Million
0.3% of portfolio
|
Q1 2024
Added 1.52%
|
|
|
Tom Gayner
Markel Corp
|
May 02, 2025 Q1 2025 |
3,108,000
shares
|
$29.6 Million
0.27% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
2,633,193
shares
|
$25.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
May 05, 2025 Q1 2025 |
1,360,506
shares
|
$13 Million
6.43% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Pembroke Management, LTD
|
May 14, 2025 Q1 2025 |
937,700
shares
|
$8.94 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Lincoln Capital LLC
|
May 13, 2025 Q1 2025 |
555,286
shares
|
$5.29 Million
1.04% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Royce & Associates LP
|
May 06, 2025 Q1 2025 |
525,000
shares
|
$5 Million
0.05% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Fenimore Asset Management Inc
|
Apr 14, 2025 Q1 2025 |
498,986
shares
|
$4.76 Million
0.1% of portfolio
|
Q1 2025
Reduced 47.5%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
456,355
shares
|
$4.35 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
321,825
shares
|
$3.07 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
316,369
shares
|
$3.01 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.15%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
249,557
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
148,768
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.27%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
142,768
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
138,264
shares
|
$1.32 Million
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
135,660
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
134,700
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
119,128
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 111.46%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
115,618
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
103,960
shares
|
$990,738
0.05% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
May 14, 2025 Q1 2025 |
103,300
shares
|
$984,448
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
100,755
shares
|
$960,195
0.0% of portfolio
|
Q1 2025
Added 18.08%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
97,103
shares
|
$925,391
0.0% of portfolio
|
Q1 2025
Reduced 17.31%
|