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 |
|---|---|---|---|---|---|
|
Pdt Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
20,206
shares
|
$192,563
0.01% of portfolio
|
Q1 2025
Reduced 24.78%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
18,732
shares
|
$178,515
0.03% of portfolio
|
Q2 2024
Added 23.84%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
16,333
shares
|
$155,653
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
16,143
shares
|
$153,842
0.0% of portfolio
|
Q4 2024
Added 176.09%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
15,260
shares
|
$145,427
0.13% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
13,072
shares
|
$124,576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
11,951
shares
|
$113,893
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
11,155
shares
|
$106,307
0.0% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
10,239
shares
|
$97,577
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caz Investments LP
Houston, TX |
May 15, 2025 Q1 2025 |
10,000
shares
|
$95,300
0.65% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
9,344
shares
|
$89,048
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
5,845
shares
|
$55,702
0.0% of portfolio
|
Q1 2025
Added 55.87%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
4,715
shares
|
$44,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,712
shares
|
$35,375
0.0% of portfolio
|
Q1 2025
Added 171.74%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
3,200
shares
|
$30,495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
3,102
shares
|
$29,562
0.0% of portfolio
|
Q2 2022
Reduced 29.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,082
shares
|
$29,371
0.0% of portfolio
|
Q1 2025
Reduced 70.03%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,300
shares
|
$12,389
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
1,278
shares
|
$12,179
0.0% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,194
shares
|
$11,378
0.0% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,165
shares
|
$11,102
0.0% of portfolio
|
Q1 2025
Added 606.06%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,143
shares
|
$10,892
0.0% of portfolio
|
Q4 2024
Reduced 96.24%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,025
shares
|
$9,768
0.0% of portfolio
|
Q4 2023
Added 24.24%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
1,000
shares
|
$9,530
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
893
shares
|
$8,510
0.0% of portfolio
|
Q3 2024
Added 0.45%
|