Security key
405166109
- Security type / class
- Equity / COMMON
- Total 13F shares
- 75,830,784
- Total 13F value
- $685,242,616
- Share change
- +644,846
- Put/Call ratio
- 4.6%
- SEC-reported price per share
- $9.04
- Number of holders
- 87
- Value change
- +$5,742,043
- Number of buys
- 31
- Number of sells
- 36
- 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
Q1 2025
Institutions
87
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
STATE FARM MUTUAL AUTOMOB...
Disclosed value leader
STATE FARM MUTUAL AUTOMOB...
Comparable rows
0/15
Latest evidence
31 Dec 2024
3/4/5
13F
Highest disclosed value: $620,372,553
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 $620.37M.
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...
$620.37M
Polar Capital Holdings Plc
$48.25M
Neuberger Berman Group LLC
$45.6M
MARKEL GROUP INC.
$29.99M
VANGUARD GROUP INC
$25.7M
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 |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
3/4/5
13F
10%+ Owner · Company
|
—
denominator unverified
|
$620,372,553
56,040,881 shares
|
— | 05 Jul 2024 |
| Aldel LLC |
3/4/5
10%+ Owner
|
—
denominator unverified
|
—
1,500,000 shares
|
— | 09 Apr 2021 |
| Polar Capital Holdings Plc |
13F
Company
|
—
denominator unverified
|
$48,250,000
5,000,000 shares
|
— | 31 Dec 2024 |
| Neuberger Berman Group LLC |
13F
Company
|
—
denominator unverified
|
$45,598,141
4,725,196 shares
|
— | 31 Dec 2024 |
| MARKEL GROUP INC. |
13F
Company
|
—
denominator unverified
|
$29,992,200
3,108,000 shares
|
— | 31 Dec 2024 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$25,700,536
2,663,268 shares
|
— | 31 Dec 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 Q1 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
87
Shares
75,830,784
Rows available
87
| 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 Q1 2025 vs Q1 2025 Across Filers
Q1 2025 holders
87
Q1 2025 holders
87
Holder diff
0
| Investor | Q1 2025 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q1 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend