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% |
| VANGUARD GROUP INC | 11/13/2024 | 2.87 M | $29.14 M | 0.90% | 3.19% |
| 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% |
| LINCOLN CAPITAL LLC | 11/01/2024 | 463,427 | $4.71 M | 7.54% | 0.52% |
| 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% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 247,449 | $2.52 M | -3.61% | 0.28% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 159,396 | $1.62 M | 89.32% | 0.18% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 138,900 | $1.41 M | 68.57% | 0.15% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 131,779 | $1.34 M | -0.75% | 0.15% |
| STATE STREET CORP | 11/14/2024 | 127,116 | $1.29 M | -0.01% | 0.14% |
| CITADEL ADVISORS LLC | 11/14/2024 | 126,794 | $1.29 M | 265.13% | 0.14% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 121,795 | $1.24 M | 4.81% | 0.14% |
| LPL FINANCIAL LLC | 11/08/2024 | 115,298 | $1.17 M | -0.20% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 112,626 | $1.15 M | 415.17% | 0.13% |
| GARDE CAPITAL, INC. | 12/03/2024 | 100,000 | $1.02 M | 0.00% | 0.11% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 97,143 | $987,944 | 376.12% | 0.11% |
| VIDENT ADVISORY, LLC | 11/14/2024 | 71,165 | $723,739 | 118.79% | 0.08% |
| MORGAN STANLEY | 11/14/2024 | 66,732 | $678,664 | 30.52% | 0.07% |
| 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% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 48,515 | $493,398 | 355.28% | 0.05% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 41,758 | $424,679 | 54.43% | 0.05% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 40,632 | $413,227 | 100.00% | 0.05% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 40,456 | $411,438 | 24.14% | 0.05% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 32,300 | $328,491 | -0.62% | 0.04% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 31,750 | $322,898 | 0.00% | 0.04% |
| BARCLAYS PLC | 11/19/2024 | 31,675 | $321,000 | 23.04% | 0.04% |
| ROYAL BANK OF CANADA | 11/14/2024 | 30,977 | $315,000 | 5.10% | 0.03% |
| 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 | $226,405 | 114.14% | 0.02% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 19,067 | $193,912 | 42.79% | 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% |
| ALGERT GLOBAL LLC | 11/12/2024 | 17,876 | $182,000 | 71.87% | 0.02% |
| CITADEL ADVISORS LLC | 11/14/2024 | 17,200 | $174,924 | 719.05% | 0.02% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 16,922 | $172,096 | 0.00% | 0.02% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 16,182 | $164,571 | 0.00% | 0.02% |
Hagerty, Inc.institutional Ownership - FAQ's
During the previous two years, 82 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
VANGUARD GROUP INC: 2.87 M
Greenhaven Road Investment Management, L.P.: 1.51 M
82.39% of Hagerty, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 74.18 M shares in the last 24 months. This purchase volume represents approximately $773.68 M in transactions.