Security key
405166109
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 65,920,937
- Total 13F value
- $554,393,271
- Share change
- -1,150,354
- SEC-reported price per share
- $8.41
- Number of holders
- 66
- Value change
- -$9,884,925
- Number of buys
- 32
- Number of sells
- 20
- Shares outstanding
- 91,674,421
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2022
Institutions
66
Top holders
10
HGTY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q1 2023
Previous quarter: Q3 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
STATE FARM MUTUAL AUTOMOB...
Disclosed value leader
STATE FARM MUTUAL AUTOMOB...
Comparable rows
15/15
Latest evidence
30 Sep 2022
13F
Lead comparable stake: 55%
Showing 1-6 of 15 holder rows.
Quick read
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO leads the comparable SEC ownership view at 55%.
15 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.
Comparable ownership
Top 5
STATE FARM MUTUAL AUTOMOBILE INSU...
55%
WASATCH ADVISORS LP
6.5%
Polar Capital Holdings Plc
3.3%
VANGUARD GROUP INC
2.2%
Granahan Investment Management, LLC
1.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
13F
Company
|
55%
|
$449,500,000
50,000,000 shares
|
— | 30 Sep 2022 |
| WASATCH ADVISORS LP |
13F
Company
|
6.5%
|
$53,893,000
5,994,737 shares
|
— | 30 Sep 2022 |
| Polar Capital Holdings Plc |
13F
Company
|
3.3%
|
$26,970,000
3,000,000 shares
|
— | 30 Sep 2022 |
| VANGUARD GROUP INC |
13F
Company
|
2.2%
|
$17,869,000
1,987,616 shares
|
— | 30 Sep 2022 |
| Granahan Investment Management, LLC |
13F
Company
|
1.5%
|
$12,467,000
1,386,718 shares
|
— | 30 Sep 2022 |
| Greenhaven Road Investment Management, L.P. |
13F
Company
|
0.96%
|
$7,912,000
880,078 shares
|
— | 30 Sep 2022 |
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 2022
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
66
Shares
65,920,937
Rows available
66
| 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 2022 vs Q3 2022 Across Filers
Q3 2022 holders
56
Q4 2022 holders
66
Holder diff
10
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 value | Q4 2022 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend