Security key
405166109
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 63,570,836
- Total 13F value
- $895,715,000
- Share change
- +63,478,076
- SEC-reported price per share
- $14.18
- Number of holders
- 35
- Value change
- +$894,375,000
- Number of buys
- 31
- Shares outstanding
- 91,674,421
Holder snapshot
5 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2021
Institutions
35
Top holders
10
HGTY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2022
Hagerty, Inc. SEC filings
Hagerty, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 405166109
Recent filing periods:
Ownership snapshot
Top reported holders of HGTY - Hagerty, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Aldel LLC
Disclosed value leader
—
Comparable rows
0/3
Latest evidence
09 Apr 2021
3/4/5
Some rows are evidence-backed but not safely comparable across classes.
3 rows are not safely comparable across share classes.
Quick read
SEC ownership evidence is available, but the rows are not safely comparable across share classes.
0 of 3 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Aldel LLC's linked filing trail.
Detailed SEC evidence table Showing 1-3 of 3 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Aldel LLC |
3/4/5
10%+ Owner
|
—
class O/S missing
|
—
1,500,000 shares
|
— | 09 Apr 2021 |
| Charles E. Nearburg |
3/4/5
Director
|
—
mixed-class rows
|
—
322,500 shares
mixed-class rows
|
— | 09 Apr 2021 |
| Martin S. Friedman |
3/4/5
Director
|
—
mixed-class rows
|
—
37,500 shares
mixed-class rows
|
— | 09 Apr 2021 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2021
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
35
Shares
63,570,836
Rows available
35
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2021 vs Q4 2025 Across Filers
Q4 2025 holders
115
Q4 2021 holders
35
Holder diff
-80
| Investor | Q4 2025 Shares | Q4 2021 Shares | Share Diff | Share Chg % | Q4 2025 value | Q4 2021 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend