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 |
|---|---|---|---|---|---|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
17,876
shares
|
$186,089
0.0% of portfolio
|
Q3 2024
Added 71.87%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
16,922
shares
|
$176,158
0.0% of portfolio
|
Q2 2024
Added 8.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,182
shares
|
$168,454
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
Nov 14, 2024 Q3 2024 |
16,126
shares
|
$167,871
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
15,260
shares
|
$158,856
0.14% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
10,542
shares
|
$109,742
0.0% of portfolio
|
Q3 2024
Added 178.59%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,282
shares
|
$107,035
0.0% of portfolio
|
Q1 2024
Added 6.2%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
9,344
shares
|
$97,271
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
7,599
shares
|
$79,105
0.0% of portfolio
|
Q3 2024
Added 27.89%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
5,847
shares
|
$60,867
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
3,793
shares
|
$39,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,788
shares
|
$39,433
0.0% of portfolio
|
Q3 2024
Reduced 48.9%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,102
shares
|
$32,291
0.0% of portfolio
|
Q2 2022
Reduced 29.21%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,883
shares
|
$19,602
0.0% of portfolio
|
Q3 2024
Reduced 34.78%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,352
shares
|
$14,074
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,278
shares
|
$13,303
0.0% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,275
shares
|
$13,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,025
shares
|
$10,670
0.0% of portfolio
|
Q4 2023
Added 24.24%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$10,410
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$10,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
938
shares
|
$9,764
0.0% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
893
shares
|
$9,296
0.0% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
300
shares
|
$3,123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
165
shares
|
$1,717
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
150
shares
|
$1,561
0.0% of portfolio
|
Q1 2024
New holding
|