Recent Quarter Total Invested
$750.55 M
Recent Quarter Institutional Ownership Percentage
82.28%
Total Invested of Last Quarter
$739.02 M
Ownership Percentage of Last Quarter
82.93%
Hagerty, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 11/12/2024 | 51.80 M | $526.81 M | 3.60% | 57.75% |
| POLAR CAPITAL HOLDINGS PLC | 11/14/2024 | 5.00 M | $50.85 M | 0.00% | 5.57% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 4.24 M | $43.14 M | 3.09% | 4.73% |
| MARKEL GROUP INC. | 11/01/2024 | 3.00 M | $30.51 M | 0.00% | 3.34% |
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 11/13/2024 | 1.51 M | $15.34 M | 27.91% | 1.68% |
| FENIMORE ASSET MANAGEMENT INC | 11/14/2024 | 955,376 | $9.72 M | -0.14% | 1.07% |
| ROYCE & ASSOCIATES LP | 11/06/2024 | 525,000 | $5.34 M | 0.00% | 0.59% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 457,792 | $4.66 M | 100.00% | 0.51% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/31/2024 | 351,930 | $3.58 M | -3.03% | 0.39% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 159,396 | $1.62 M | 89.32% | 0.18% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 112,626 | $1.15 M | 415.17% | 0.13% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 97,143 | $987,944 | 376.12% | 0.11% |
| REDMOND ASSET MANAGEMENT, LLC | 11/13/2024 | 59,946 | $609,651 | -2.44% | 0.07% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 57,752 | $587,338 | -0.12% | 0.06% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 57,569 | $585,253 | -1.62% | 0.06% |
| 17 CAPITAL PARTNERS, LLC | 11/01/2024 | 55,000 | $559,350 | 10.00% | 0.06% |
| SWISS NATIONAL BANK | 11/07/2024 | 50,000 | $508,500 | 0.00% | 0.06% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 11/04/2024 | 27,455 | $279,217 | 9.71% | 0.03% |
| UBS GROUP AG | 11/14/2024 | 26,888 | $273,451 | 29.24% | 0.03% |
| CAZ INVESTMENTS LP | 11/13/2024 | 25,000 | $258,000 | 66.67% | 0.03% |
| 10/28/2024 | 23,197 | $235.91 M | 100.00% | 0.03% | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 22,441 | $228,225 | -1.83% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 22,262 | $226.41 M | 114.14% | 0.02% |
| LAKEWOOD ASSET MANAGEMENT LLC | 10/07/2024 | 18,243 | $185,531 | 100.00% | 0.02% |
| PDT PARTNERS, LLC | 11/14/2024 | 18,165 | $184,738 | 100.00% | 0.02% |
| CORTON CAPITAL INC. | 11/14/2024 | 16,126 | $164,001 | 100.00% | 0.02% |
| MEADOWBROOK INVESTMENT ADVISORS LLC | 11/06/2024 | 15,260 | $155,194 | -0.78% | 0.02% |
| RONALD BLUE TRUST, INC. | 10/17/2024 | 10,542 | $109,636 | 178.59% | 0.01% |
| GLOBEFLEX CAPITAL L P | 11/13/2024 | 9,344 | $95,028 | 100.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/14/2024 | 7,599 | $77,282 | 27.89% | 0.01% |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 11/14/2024 | 5,847 | $59,464 | 0.00% | 0.01% |
| CENTER FOR FINANCIAL PLANNING, INC. | 10/16/2024 | 1,278 | $12,998 | 0.00% | 0.00% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 1,025 | $10,000 | 0.00% | 0.00% |
| GENEOS WEALTH MANAGEMENT INC. | 11/14/2024 | 1,000 | $10,170 | 0.00% | 0.00% |
| CORECAP ADVISORS, LLC | 11/08/2024 | 1,000 | $10,170 | 100.00% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/08/2024 | 938 | $9,539 | 3.08% | 0.00% |
| PRINCETON GLOBAL ASSET MANAGEMENT LLC | 10/29/2024 | 300 | $3,051 | 100.00% | 0.00% |
| COMPASS WEALTH MANAGEMENT LLC | 10/16/2024 | 165 | $1,679 | 0.00% | 0.00% |
| SANDY SPRING BANK | 10/25/2024 | 150 | $1,526 | 0.00% | 0.00% |
| 11/13/2024 | 40 | $407 | 100.00% | 0.00% | |
| FARTHER FINANCE ADVISORS, LLC | 10/29/2024 | 1 | $10 | 100.00% | 0.00% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 11/15/2024 | 0 | $0 | -100.00% | 0.00% |
| CENTERPOINT ADVISORS, LLC | 10/15/2024 | 0 | $0 | -100.00% | 0.00% |
| VISIONPOINT ADVISORY GROUP, LLC | 10/15/2024 | 0 | $0 | -100.00% | 0.00% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
Hagerty, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of HGTY shares?
During the previous two years, 71 institutional investors and hedge funds held shares of Hagerty, Inc.. The most heavily invested institutionals were:
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 51.8 M
Polar Capital Holdings Plc: 5 M
Neuberger Berman Group LLC: 4.24 M
MARKEL GROUP INC.: 3 M
Greenhaven Road Investment Management, L.P.: 1.51 M
FENIMORE ASSET MANAGEMENT INC: 955,376
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What percentage of Hagerty, Inc. stock is owned by institutional investors?
82.28% of Hagerty, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at HGTY ?
Institutional investors have bought a total of 70.41 M shares in the last 24 months. This purchase volume represents approximately $787.22 M in transactions.