Recent Quarter Total Invested
$843.26 M
Recent Quarter Institutional Ownership Percentage
83.51%
Total Invested of Last Quarter
$637.56 M
Ownership Percentage of Last Quarter
82.37%
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 | 08/12/2024 | 50.00 M | $520.00 M | 0.00% | 59.06% |
| POLAR CAPITAL HOLDINGS PLC | 08/14/2024 | 5.00 M | $52.00 M | 0.00% | 5.91% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2024 | 4.11 M | $42.79 M | 18.03% | 4.86% |
| MARKEL GROUP INC. | 08/02/2024 | 3.00 M | $31.20 M | 0.00% | 3.54% |
| VANGUARD GROUP INC | 08/13/2024 | 2.84 M | $29.53 M | 40.00% | 3.35% |
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 08/14/2024 | 1.18 M | $12.26 M | 0.00% | 1.39% |
| FENIMORE ASSET MANAGEMENT INC | 08/14/2024 | 956,676 | $9.95 M | 0.62% | 1.13% |
| ROYCE & ASSOCIATES LP | 08/13/2024 | 525,000 | $5.46 M | 0.00% | 0.62% |
| BLACKROCK INC. | 08/13/2024 | 456,355 | $4.75 M | -0.32% | 0.54% |
| LINCOLN CAPITAL LLC | 07/23/2024 | 430,944 | $4.48 M | 2.47% | 0.51% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 256,720 | $2.67 M | -4.79% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 132,775 | $1.38 M | -8.93% | 0.16% |
| STATE STREET CORP | 08/14/2024 | 127,125 | $1.32 M | -0.02% | 0.15% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 116,202 | $1.21 M | 52.66% | 0.14% |
| LPL FINANCIAL LLC | 08/07/2024 | 115,531 | $1.20 M | -1.37% | 0.14% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 08/13/2024 | 103,300 | $1.07 M | 0.00% | 0.12% |
| GARDE CAPITAL, INC. | 08/19/2024 | 100,000 | $1.04 M | 0.00% | 0.12% |
| NORTHERN TRUST CORP | 08/14/2024 | 98,100 | $1.02 M | 47.38% | 0.12% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 84,196 | $875,638 | -5.40% | 0.10% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 82,400 | $856,960 | 46.10% | 0.10% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 66,553 | $692,151 | 219.12% | 0.08% |
| REDMOND ASSET MANAGEMENT, LLC | 08/09/2024 | 61,446 | $639,038 | -8.48% | 0.07% |
| JANUS HENDERSON GROUP PLC | 08/14/2024 | 58,514 | $608,545 | -5.74% | 0.07% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 57,823 | $601,359 | 56.07% | 0.07% |
| MORGAN STANLEY | 08/14/2024 | 51,128 | $531,732 | -63.83% | 0.06% |
| SWISS NATIONAL BANK | 08/08/2024 | 50,000 | $520,000 | 0.00% | 0.06% |
| 17 CAPITAL PARTNERS, LLC | 07/18/2024 | 50,000 | $520,000 | 0.00% | 0.06% |
| CITADEL ADVISORS LLC | 08/14/2024 | 34,726 | $361,150 | -28.71% | 0.04% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 32,589 | $338,926 | 57.23% | 0.04% |
| VIDENT ADVISORY, LLC | 08/14/2024 | 32,527 | $338,280 | 70.98% | 0.04% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 32,500 | $338,000 | 100.00% | 0.04% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 31,750 | $330,200 | 100.00% | 0.04% |
| ROYAL BANK OF CANADA | 08/14/2024 | 29,473 | $306,000 | 0.83% | 0.03% |
| HSBC HOLDINGS PLC | 08/12/2024 | 27,198 | $280,683 | 0.01% | 0.03% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 27,040 | $281,216 | 0.10% | 0.03% |
| BARCLAYS PLC | 08/14/2024 | 25,743 | $268,000 | -19.97% | 0.03% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 07/26/2024 | 25,025 | $260,260 | 2.88% | 0.03% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/14/2024 | 22,860 | $237,744 | 0.32% | 0.03% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 21,862 | $227,365 | -80.78% | 0.03% |
| UBS GROUP AG | 08/14/2024 | 20,805 | $216,372 | -8.85% | 0.02% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 20,403 | $212,191 | 35.45% | 0.02% |
| JANE STREET GROUP, LLC | 08/15/2024 | 17,875 | $185,900 | 100.00% | 0.02% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 16,922 | $175,988 | 8.29% | 0.02% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 16,182 | $168,293 | 0.00% | 0.02% |
| VIRTU FINANCIAL LLC | 08/09/2024 | 15,534 | $162,000 | 100.00% | 0.02% |
| MEADOWBROOK INVESTMENT ADVISORS LLC | 07/23/2024 | 15,380 | $159,952 | -0.90% | 0.02% |
| CAZ INVESTMENTS LP | 08/14/2024 | 15,000 | $156,000 | 0.00% | 0.02% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 13,353 | $138,872 | 100.00% | 0.02% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 10,656 | $110,822 | 100.00% | 0.01% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 08/14/2024 | 10,554 | $109,762 | 100.00% | 0.01% |
Hagerty, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of HGTY shares?
During the previous two years, 85 institutional investors and hedge funds held shares of Hagerty, Inc.. The most heavily invested institutionals were:
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 50 M
Polar Capital Holdings Plc: 5 M
Neuberger Berman Group LLC: 4.11 M
MARKEL GROUP INC.: 3 M
VANGUARD GROUP INC: 2.84 M
Greenhaven Road Investment Management, L.P.: 1.18 M
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What percentage of Hagerty, Inc. stock is owned by institutional investors?
83.51% 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 70.72 M shares in the last 24 months. This purchase volume represents approximately $775.84 M in transactions.