Hagerty, Inc. - COMMON (HGTY)

CUSIP: 405166109

Q1 2022 13F Holders as of 31 Mar 2022

Holder snapshot 6 signals
Share change
+30,827
SEC-reported price per share
$10.79
Number of holders
49
Value change
+$1,473,096
Number of buys
32
Number of sells
15
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
101,593,117

Security key

405166109

Report period

Q1 2022

Institutions

49

Top holders

10

Ownership snapshot

Top reported holders of HGTY - Hagerty, Inc. - COMMON (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
STATE FARM MUTUAL AUTOMOB...
Comparable rows
0/15
Latest evidence
31 Dec 2021
3/4/5 13F Highest disclosed value: $709,000,000 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO has the largest disclosed position value at $709M.

0 of 15 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 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO's linked filing trail.
Disclosed position value Top 5
STATE FARM MUTUAL AUTOMOBILE INSU... $709M
WASATCH ADVISORS LP $92.15M
PRICE T ROWE ASSOCIATES INC /MD/ $26.94M
BANK OF AMERICA CORP /DE/ $21.29M
Granahan Investment Management, LLC $18.03M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Aldel LLC
3/4/5
10%+ Owner
—
denominator unverified
—
1,500,000 shares
— 09 Apr 2021
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
13F
Company
13F
—
denominator unverified
$709,000,000
50,000,000 shares
— 31 Dec 2021
WASATCH ADVISORS LP
13F
Company
13F
—
denominator unverified
$92,147,000
6,800,919 shares
— 31 Dec 2021
PRICE T ROWE ASSOCIATES INC /MD/
13F
Company
13F
—
denominator unverified
$26,942,000
2,000,000 shares
— 31 Dec 2021
BANK OF AMERICA CORP /DE/
13F
Company
13F
—
denominator unverified
$21,288,000
1,501,250 shares
— 31 Dec 2021
Granahan Investment Management, LLC
13F
Company
13F
—
denominator unverified
$18,029,000
1,271,466 shares
— 31 Dec 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 Q1 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
49
Shares
63,600,810
Rows available
49
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 Q1 2022 vs Q1 2022 Across Filers

Q1 2022 holders
49
Q1 2022 holders
49
Holder diff
0
Investor Q1 2022 Shares Q1 2022 Shares Share Diff Share Chg % Q1 2022 value Q1 2022 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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