Hagerty, Inc. - COMMON STOCK (HGTY)

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / COMMON STOCK
Shares outstanding
91,674,421
Number of holders
71
Total 13F shares, excl. options
68,673,329
Shares change
-160,354
Total reported value, excl. options
$561,063,406
Value change
-$1,549,089
Put/Call ratio
23%
Number of buys
32
Number of sells
-26
Price
$8.17

Significant Holders of Hagerty, Inc. - COMMON STOCK (HGTY) as of Q3 2023

81 filings reported holding HGTY - Hagerty, Inc. - COMMON STOCK as of Q3 2023.
Hagerty, Inc. - COMMON STOCK (HGTY) has 71 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 68,673,329 shares of 91,674,421 outstanding shares and own 75% 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 (3,398,861 shares), MARKEL GROUP INC. (3,000,000 shares), VANGUARD GROUP INC (2,024,167 shares), Working Capital Advisors (UK) Ltd. (985,238 shares), FENIMORE ASSET MANAGEMENT INC (937,686 shares), ROYCE & ASSOCIATES LP (475,000 shares), BlackRock Inc. (457,762 shares), and CONFLUENCE INVESTMENT MANAGEMENT LLC (446,838 shares).
This table shows the top 71 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.