What does CUSIP 405166109 represent in this 13F holders report?

CUSIP 405166109 is the security identifier for HGTY - Hagerty, Inc. - COMMON STOCK used to aggregate holder disclosures.

How many institutions held HGTY - Hagerty, Inc. - COMMON STOCK in Q2 2023?

66 institutional investors reported HGTY - Hagerty, Inc. - COMMON STOCK for Q2 2023. Use the holders table for investor-level position and value details.

Hagerty, Inc. - COMMON STOCK (HGTY)

CUSIP: 405166109

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class: Equity / COMMON STOCK
Shares outstanding: 91,674,421
Total 13F shares: 68,819,282
Share change: +3,467,368
Total reported value: $644,134,702
Put/Call ratio: 0.29%
Price per share: $9.36
Number of holders: 66
Value change: +$32,970,838
Number of buys: 39
Number of sells: 20

Quarterly Holders Quick Answers

What is CUSIP 405166109?
CUSIP 405166109 identifies HGTY - Hagerty, Inc. - COMMON STOCK in SEC institutional holdings data.

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Explore More Reporting Periods

Jump to adjacent filing periods for faster comparison and easier crawl discovery.

Newer quarter: Q3 2023
Previous quarter: Q1 2023

Recent filing periods for CUSIP 405166109:

Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024

Top shareholders of HGTY - Hagerty, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Holder	Source	Role / Reporting	Ownership %	Shares	Holdings Value	12M Net Δ	As of	Details
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	13F	Company	55%	50,000,000	$437,000,000	—	31 Mar 2023	13F
Greenhaven Road Investment Management, L.P.	13F	Company	1.1%	1,023,501	$89,454,000	—	31 Mar 2023	13F
Polar Capital Holdings Plc	13F	Company	5%	4,581,705	$40,044,102	—	31 Mar 2023	13F
Neuberger Berman Group LLC	13F	Company	2.5%	2,321,242	$20,287,655	—	31 Mar 2023	13F
VANGUARD GROUP INC	13F	Company	2.2%	2,054,809	$17,959,031	—	31 Mar 2023	13F
Granahan Investment Management, LLC	13F	Company	1.4%	1,276,013	$11,152,354	—	31 Mar 2023	13F
FENIMORE ASSET MANAGEMENT INC	13F	Company	1%	926,451	$8,097,182	—	31 Mar 2023	13F
WASATCH ADVISORS LP	13F	Company	0.72%	658,398	$5,754,399	—	31 Mar 2023	13F
CONFLUENCE INVESTMENT MANAGEMENT LLC	13F	Company	0.55%	506,428	$4,426,180	—	31 Mar 2023	13F
BlackRock Finance, Inc.	13F	Company	0.54%	494,636	$4,323,119	—	31 Mar 2023	13F
ROYCE & ASSOCIATES LP	13F	Company	0.49%	450,000	$3,933,000	—	31 Mar 2023	13F
Frederick Turcotte	3/4/5	Chief Financial Officer	— class O/S missing	452,818	$3,613,488	—	06 Apr 2023	3/4/5
Lincoln Capital LLC	13F	Company	0.3%	278,026	$2,412,055	—	31 Mar 2023	13F
GEODE CAPITAL MANAGEMENT, LLC	13F	Company	0.3%	275,386	$2,406,873	—	31 Mar 2023	13F
River Road Asset Management, LLC	13F	Company	0.18%	167,605	$1,464,868	—	31 Mar 2023	13F
Working Capital Advisors (UK) Ltd.	13F	Company	0.18%	165,383	$1,445,447	—	31 Mar 2023	13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	13F	Company	0.18%	164,809	$1,440,431	—	31 Mar 2023	13F
Barbara E. Matthews	3/4/5	SVP, Gen Counsel & Corp Secr.	— class O/S missing	130,600	$1,042,188	—	06 Apr 2023	3/4/5
STATE STREET CORP	13F	Company	0.13%	118,956	$1,039,675	—	31 Mar 2023	13F
UBS Group AG	13F	Company	0.12%	111,501	$974,519	—	31 Mar 2023	13F
ROYAL BANK OF CANADA	13F	Company	0.11%	102,393	$895,000	—	31 Mar 2023	13F
Redmond Asset Management, LLC	13F	Company	0.1%	87,903	$768,272	—	31 Mar 2023	13F
NORTHERN TRUST CORP	13F	Company	0.08%	71,352	$623,616	—	31 Mar 2023	13F
John Carlisle Butcher	3/4/5	President	— class O/S missing	66,495	$530,630	—	04 Apr 2023	3/4/5
LPL Financial LLC	13F	Company	0.06%	58,115	$507,925	—	31 Mar 2023	13F
Swiss National Bank	13F	Company	0.06%	53,900	$471,086	—	31 Mar 2023	13F
MORGAN STANLEY	13F	Company	0.04%	41,226	$360,316	—	31 Mar 2023	13F
RENAISSANCE TECHNOLOGIES LLC	13F	Company	0.04%	40,942	$358,000	—	31 Mar 2023	13F
Bank of New York Mellon Corp	13F	Company	0.04%	34,045	$297,553	—	31 Mar 2023	13F
Raymond James Financial Services Advisors, Inc.	13F	Company	0.03%	28,301	$247,351	—	31 Mar 2023	13F
IEQ CAPITAL, LLC	13F	Company	0.03%	27,840	$243,322	—	31 Mar 2023	13F
JPMORGAN CHASE & CO	13F	Company	0.03%	24,338	$213,000	—	31 Mar 2023	13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	13F	Company	0.02%	21,887	$191,292	—	31 Mar 2023	13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	13F	Company	0.02%	20,855	$182,273	—	31 Mar 2023	13F
SUSQUEHANNA INTERNATIONAL GROUP, LLP	13F	Company	0.02%	20,235	$176,854	—	31 Mar 2023	13F
GOLDMAN SACHS GROUP INC	13F	Company	0.02%	19,606	$171,356	—	31 Mar 2023	13F
Michael E. Angelina	3/4/5	Director	— class O/S missing	18,638	$148,731	—	01 Apr 2023	3/4/5
CREDIT SUISSE AG/	13F	Company	0.02%	16,256	$142,078	—	31 Mar 2023	13F
NewEdge Advisors, LLC	13F	Company	0.02%	16,182	$141,431	—	31 Mar 2023	13F
JANUS HENDERSON GROUP PLC	13F	Company	0.02%	15,071	$131,571	—	31 Mar 2023	13F
CAZ INVESTMENTS LP	13F	Company	0.02%	15,000	$131,000	—	31 Mar 2023	13F
MILLENNIUM MANAGEMENT LLC	13F	Company	0.01%	13,514	$118,000	—	31 Mar 2023	13F
COMMONWEALTH EQUITY SERVICES, LLC	13F	Company	0.01%	11,408	$99,000	—	31 Mar 2023	13F
Cambridge Investment Research Advisors, Inc.	13F	Company	0.01%	10,369	$91,000	—	31 Mar 2023	13F
SIMPLEX TRADING, LLC	13F	Company	0.01%	9,595	$83,000	—	31 Mar 2023	13F
Michael L. Tipsord	3/4/5	Director	— class O/S missing	8,341	$66,561	—	01 Apr 2022	3/4/5
Legal & General Group Plc	13F	Company	0.01%	7,184	$62,788	—	31 Mar 2023	13F
BANK OF AMERICA CORP /DE/	13F	Company	0.01%	7,102	$62,071	—	31 Mar 2023	13F
DEUTSCHE BANK AG\	13F	Company	0%	3,293	$28,781	—	31 Mar 2023	13F
HUNTINGTON NATIONAL BANK	13F	Company	0%	3,102	$27,111	—	31 Mar 2023	13F

Institutional Holders of Hagerty, Inc. - COMMON STOCK (HGTY) as of Q2 2023

As of 30 Jun 2023, Hagerty, Inc. - COMMON STOCK (HGTY) was held by 66 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 68,819,282 shares. The largest 10 holders included STATE FARM MUTUAL AUTOMOBILE INSURANCE CO, Polar Capital Holdings Plc, Neuberger Berman Group LLC, MARKEL GROUP INC., VANGUARD GROUP INC, Working Capital Advisors (UK) Ltd., FENIMORE ASSET MANAGEMENT INC, BlackRock Inc., CONFLUENCE INVESTMENT MANAGEMENT LLC, and ROYCE & ASSOCIATES LP. This page lists 66 institutional shareholders reporting positions in this security for the Q2 2023 filing period.

Investor	Option	Weight %	Change %	Value $	* Price	Shares	Share Change	Activity	Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders

Q2 2023 holders

Holder diff

Investor	Q1 2023 Shares	Q2 2023 Shares	Share Diff	Share Chg %	Q1 2023 Value $	Q2 2023 Value $	Value Diff $	Value Chg %

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

Quarterly Holders Trend

Quarterly Value Trend

Quarterly Shares Trend

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.