Security key
405166109
- Security type / class
- Equity / COMMON
- Total 13F shares
- 68,673,329
- Total 13F value
- $561,063,406
- Share change
- -160,354
- Put/Call ratio
- 23%
- SEC-reported price per share
- $8.17
- Number of holders
- 71
- Value change
- -$1,549,089
- Number of buys
- 32
- Number of sells
- 26
- Shares outstanding
- 101,593,117
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2023
Institutions
71
Top holders
10
HGTY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2026
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 (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
30 Jun 2023
3/4/5
13F
Highest disclosed value: $468,000,000
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 $468M.
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...
$468M
Greenhaven Road Investment Manage...
$95.63M
Polar Capital Holdings Plc
$42.88M
Neuberger Berman Group LLC
$32.03M
MARKEL GROUP INC.
$28.08M
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
|
—
denominator unverified
|
$468,000,000
50,000,000 shares
|
— | 30 Jun 2023 |
| Greenhaven Road Investment Management, L.P. |
13F
Company
|
—
denominator unverified
|
$95,631,000
1,021,701 shares
|
— | 30 Jun 2023 |
| Polar Capital Holdings Plc |
13F
Company
|
—
denominator unverified
|
$42,884,759
4,581,705 shares
|
— | 30 Jun 2023 |
| Neuberger Berman Group LLC |
13F
Company
|
—
denominator unverified
|
$32,029,499
3,421,955 shares
|
— | 30 Jun 2023 |
| MARKEL GROUP INC. |
13F
Company
|
—
denominator unverified
|
$28,080,000
3,000,000 shares
|
— | 30 Jun 2023 |
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 Q3 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
71
Shares
68,673,329
Rows available
71
| 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 Q3 2023 vs Q2 2023 Across Filers
Q2 2023 holders
66
Q3 2023 holders
71
Holder diff
5
| Investor | Q2 2023 Shares | Q3 2023 Shares | Share Diff | Share Chg % | Q2 2023 value | Q3 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend