Security key
405166109
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 73,918,137
- Total 13F value
- $751,754,710
- Share change
- +2,825,494
- Put/Call ratio
- 40%
- SEC-reported price per share
- $10.17
- Number of holders
- 79
- Value change
- +$28,702,667
- Number of buys
- 42
- Number of sells
- 25
- Shares outstanding
- 91,674,421
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 2024
Institutions
79
Top holders
10
HGTY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2024
Previous quarter: Q2 2024
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 STOCK (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
STATE FARM MUTUAL AUTOMOB...
Disclosed value leader
STATE FARM MUTUAL AUTOMOB...
Comparable rows
15/15
Latest evidence
05 Jul 2024
3/4/5
13F
Lead comparable stake: 55%
Showing 1-6 of 15 holder rows.
Quick read
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO leads the comparable SEC ownership view at 55%.
15 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.
Comparable ownership
Top 5
STATE FARM MUTUAL AUTOMOBILE INSU...
55%
Polar Capital Holdings Plc
5.5%
Neuberger Berman Group LLC
4.5%
MARKEL GROUP INC.
3.3%
VANGUARD GROUP INC
3.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
3/4/5
13F
10%+ Owner · Company
|
55%
from 13F
|
$620,372,553
56,040,881 shares
|
— | 05 Jul 2024 |
| Polar Capital Holdings Plc |
13F
Company
|
5.5%
|
$52,000,000
5,000,000 shares
|
— | 30 Jun 2024 |
| Neuberger Berman Group LLC |
13F
Company
|
4.5%
|
$42,793,265
4,114,737 shares
|
— | 30 Jun 2024 |
| MARKEL GROUP INC. |
3/4/5
13F
10%+ Owner · Company
|
3.3%
from 13F
|
$33,877,200
3,108,000 shares
|
— | 03 Jul 2024 |
| VANGUARD GROUP INC |
13F
Company
|
3.1%
|
$29,532,474
2,839,661 shares
|
— | 30 Jun 2024 |
| Greenhaven Road Investment Management, L.P. |
13F
Company
|
1.3%
|
$12,264,741
1,179,302 shares
|
— | 30 Jun 2024 |
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 2024
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
79
Shares
73,918,137
Rows available
79
| 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 2024 vs Q2 2024 Across Filers
Q2 2024 holders
74
Q3 2024 holders
79
Holder diff
5
| Investor | Q2 2024 Shares | Q3 2024 Shares | Share Diff | Share Chg % | Q2 2024 value | Q3 2024 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend