Hagerty, Inc. - COMMON STOCK (HGTY)

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / COMMON STOCK
Shares outstanding
91,674,421
Total 13F shares
69,244,055
Share change
-539,626
Total reported value
$540,132,577
Put/Call ratio
0.73%
Price per share
$7.80
Number of holders
72
Value change
-$4,613,390
Number of buys
36
Number of sells
29

Institutional Holders of Hagerty, Inc. - COMMON STOCK (HGTY) as of Q4 2023

As of 31 Dec 2023, Hagerty, Inc. - COMMON STOCK (HGTY) was held by 72 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 69,244,055 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, Greenhaven Road Investment Management, L.P., FENIMORE ASSET MANAGEMENT INC, ROYCE & ASSOCIATES LP, BlackRock Inc., and CONFLUENCE INVESTMENT MANAGEMENT LLC. This page lists 72 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
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.