Hagerty, Inc. - COMMON STOCK (HGTY)

Q2 2023 13F Holders as of 30 Jun 2023

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

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

77 filings reported holding HGTY - Hagerty, Inc. - COMMON STOCK as of Q2 2023.
Hagerty, Inc. - COMMON STOCK (HGTY) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 68,819,282 shares of 91,674,421 outstanding shares and own 75.07% of the company stock.
Largest 10 shareholders include STATE FARM MUTUAL AUTOMOBILE INSURANCE CO (50,000,000 shares), Polar Capital Holdings Plc (4,581,705 shares), Neuberger Berman Group LLC (3,421,955 shares), MARKEL GROUP INC. (3,000,000 shares), VANGUARD GROUP INC (2,044,765 shares), Working Capital Advisors (UK) Ltd. (965,826 shares), FENIMORE ASSET MANAGEMENT INC (927,636 shares), BlackRock Inc. (601,114 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (475,794 shares), and ROYCE & ASSOCIATES LP (475,000 shares).
This table shows the top 66 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* 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.