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 | 02/12/2025 | 51.80 M | $499.87 M | 0.00% | 57.75% |
| POLAR CAPITAL HOLDINGS PLC | 02/14/2025 | 5.00 M | $48.25 M | 0.00% | 5.57% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 4.73 M | $45.60 M | 11.39% | 5.27% |
| MARKEL GROUP INC. | 02/07/2025 | 3.11 M | $29.99 M | 3.60% | 3.47% |
| VANGUARD GROUP INC | 02/11/2025 | 2.66 M | $25.70 M | -7.05% | 2.97% |
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 02/13/2025 | 1.24 M | $11.93 M | -18.05% | 1.38% |
| PEMBROKE MANAGEMENT, LTD | 01/31/2025 | 953.43 K | $9.20 M | 100.00% | 1.06% |
| FENIMORE ASSET MANAGEMENT INC | 01/21/2025 | 950.52 K | $9.17 M | -0.51% | 1.06% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 525.00 K | $5.07 M | 0.00% | 0.59% |
| LINCOLN CAPITAL LLC | 01/16/2025 | 494.50 K | $4.77 M | 6.70% | 0.55% |
| BLACKROCK, INC. | 02/07/2025 | 460.84 K | $4.45 M | 0.67% | 0.51% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/02/2025 | 337.10 K | $3.25 M | -4.21% | 0.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 240.93 K | $2.33 M | -2.64% | 0.27% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 193.90 K | $1.87 M | 21.64% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 140.04 K | $1.35 M | 6.27% | 0.16% |
| STATE STREET CORP | 02/14/2025 | 137.84 K | $1.33 M | 8.44% | 0.15% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 137.10 K | $1.32 M | 41.13% | 0.15% |
| TWO SIGMA ADVISERS, LP | 02/14/2025 | 135.90 K | $1.31 M | -2.16% | 0.15% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 117.43 K | $1.13 M | -3.58% | 0.13% |
| LPL FINANCIAL LLC | 02/11/2025 | 115.10 K | $1.11 M | -0.17% | 0.13% |
| GARDE CAPITAL, INC. | 02/25/2025 | 103.96 K | $1.00 M | 3.96% | 0.12% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 02/13/2025 | 103.30 K | $996.85 K | 100.00% | 0.12% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 97.26 K | $938.53 K | 100.47% | 0.11% |
| RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 91.07 K | $878.80 K | 100.00% | 0.10% |
| UBS GROUP AG | 02/14/2025 | 85.33 K | $823.41 K | 217.34% | 0.10% |
| NORTHERN TRUST CORP | 02/14/2025 | 82.74 K | $798.43 K | -11.33% | 0.09% |
| MORGAN STANLEY | 02/14/2025 | 72.21 K | $696.78 K | 8.20% | 0.08% |
| VIDENT ADVISORY, LLC | 02/14/2025 | 68.97 K | $665.55 K | -3.09% | 0.08% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 64.21 K | $619.58 K | 7.67% | 0.07% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 62.03 K | $598.63 K | 225.35% | 0.07% |
| JANUS HENDERSON GROUP PLC | 02/14/2025 | 56.69 K | $546.95 K | -1.52% | 0.06% |
| EPOCH INVESTMENT PARTNERS, INC. | 02/13/2025 | 56.68 K | $546.99 K | 100.00% | 0.06% |
| CITADEL ADVISORS LLC | 02/14/2025 | 56.34 K | $543.64 K | -55.57% | 0.06% |
| 17 CAPITAL PARTNERS, LLC | 01/28/2025 | 55.00 K | $530.75 K | 0.00% | 0.06% |
| SWISS NATIONAL BANK | 02/10/2025 | 53.00 K | $511.45 K | 6.00% | 0.06% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 42.85 K | $413.49 K | -61.95% | 0.05% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 32.35 K | $312.18 K | 1.89% | 0.04% |
| BARCLAYS PLC | 02/13/2025 | 31.00 K | $299.00 K | -2.13% | 0.03% |
| ROYAL BANK OF CANADA | 02/14/2025 | 30.59 K | $295.00 K | -1.26% | 0.03% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 29.92 K | $288.77 K | -26.03% | 0.03% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 29.34 K | $283.10 K | -29.75% | 0.03% |
| JPMORGAN CHASE & CO | 02/12/2025 | 29.14 K | $281.19 K | 2,185.41% | 0.03% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 01/30/2025 | 28.48 K | $274.78 K | 3.72% | 0.03% |
| PDT PARTNERS, LLC | 02/14/2025 | 26.86 K | $259.24 K | 47.89% | 0.03% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 25.40 K | $245.11 K | 100.00% | 0.03% |
| HSBC HOLDINGS PLC | 02/14/2025 | 25.23 K | $241.74 K | -5.68% | 0.03% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 25.15 K | $242.68 K | 60.94% | 0.03% |
| JANE STREET GROUP, LLC | 02/14/2025 | 23.82 K | $229.84 K | 100.00% | 0.03% |
| CITADEL ADVISORS LLC | 02/14/2025 | 23.40 K | $225.81 K | 36.05% | 0.03% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 03/18/2025 | 23.19 K | $223.80 K | 3.35% | 0.03% |
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Hagerty, Inc. institutional Ownership - FAQ's
During the previous two years, 83 institutional investors and hedge funds held shares of Hagerty, Inc.. The most heavily invested institutionals were:
North Star Investment Management Corp.: 0
Farther Finance Advisors, LLC: 0
Lakewood Asset Management LLC: 0
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 51.8 M
Polar Capital Holdings Plc: 5 M
Neuberger Berman Group LLC: 4.73 M
83.82% of Hagerty, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 70.69 M shares in the last 24 months. This purchase volume represents approximately $641.18 M in transactions.