Institutional Ownership Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 75.8 Million shares, which have been reported (via 13F filing form) to have a value of $765 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
86,584
shares
|
$874,498
0.0% of portfolio
|
Q1 2025
Added 39.58%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
85,182
shares
|
$860,338
0.01% of portfolio
|
Q1 2025
Reduced 12.42%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
82,379
shares
|
$832,027
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
65,779
shares
|
$664,367
0.0% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
64,205
shares
|
$648,470
0.0% of portfolio
|
Q4 2024
Added 7.67%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
61,100
shares
|
$617,110
0.0% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,752
shares
|
$583,295
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
55,000
shares
|
$555,500
0.32% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
52,567
shares
|
$530,926
0.0% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
44,220
shares
|
$446,622
0.01% of portfolio
|
Q1 2025
Reduced 35.88%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
37,383
shares
|
$377,568
0.0% of portfolio
|
Q1 2025
Added 24.93%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
34,600
shares
|
$349,460
0.0% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,300
shares
|
$326,230
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
31,881
shares
|
$321,998
0.0% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
30,116
shares
|
$304,171
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
May 08, 2025 Q1 2025 |
29,105
shares
|
$293,960
0.18% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
May 14, 2025 Q1 2025 |
28,720
shares
|
$290,072
0.0% of portfolio
|
Q1 2025
Reduced 49.33%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
25,148
shares
|
$253,994
0.0% of portfolio
|
Q4 2023
Reduced 37.86%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
25,080
shares
|
$253,308
0.0% of portfolio
|
Q3 2023
Reduced 5.05%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
24,855
shares
|
$251,035
0.0% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
23,192
shares
|
$234,239
0.0% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
22,777
shares
|
$230,047
0.0% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
22,551
shares
|
$227,765
0.0% of portfolio
|
Q1 2025
Reduced 23.13%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
22,202
shares
|
$224,240
0.0% of portfolio
|
Q1 2025
Reduced 48.19%
|
|
|
Pdt Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,206
shares
|
$204,080
0.01% of portfolio
|
Q1 2025
Reduced 24.78%
|