Hagerty, Inc. - COMMON STOCK (HGTY)

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / COMMON STOCK
Shares outstanding
91,674,421
Number of holders
73
Total 13F shares, excl. options
69,702,295
Shares change
+456,218
Total reported value, excl. options
$637,775,535
Value change
+$4,288,051
Put/Call ratio
33%
Number of buys
33
Number of sells
-26
Price
$9.15

Significant Holders of Hagerty, Inc. - COMMON STOCK (HGTY) as of Q1 2024

84 filings reported holding HGTY - Hagerty, Inc. - COMMON STOCK as of Q1 2024.
Hagerty, Inc. - COMMON STOCK (HGTY) has 73 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 69,702,295 shares of 91,674,421 outstanding shares and own 76% of the company stock.
Largest 10 shareholders include STATE FARM MUTUAL AUTOMOBILE INSURANCE CO (50,000,000 shares), Polar Capital Holdings Plc (5,000,000 shares), NEUBERGER BERMAN GROUP LLC (3,486,048 shares), MARKEL GROUP INC. (3,000,000 shares), VANGUARD GROUP INC (2,028,292 shares), Greenhaven Road Investment Management, L.P. (1,179,302 shares), FENIMORE ASSET MANAGEMENT INC (950,766 shares), ROYCE & ASSOCIATES LP (525,000 shares), BlackRock Inc. (457,829 shares), and Lincoln Capital LLC (420,545 shares).
This table shows the top 73 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.