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Hagerty (HGTY) Institutional Ownership

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(As of 05/9/2024 ET)
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Institutional Ownership Changes (13F Filings) for Hagerty (NYSE:HGTY)

Current
Institutional Ownership
Percentage
20.51%
Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$8.97M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$14.14M
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HGTY Institutional Buying and Selling by Quarter

Hagerty Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 Redmond Asset Management LLC67,141$614K0.2%-3.1%0.020%
5/7/2024 Meixler Investment Management Ltd.24,325$223K0.2%+21.2%0.007%
4/1/2024 Confluence Investment Management LLC379,551$3.47M0.0%N/A0.113%
2/13/2024GABELLI & Co INVESTMENT ADVISERS INC.103,300$806K0.2%+34.7%0.031%
2/12/2024 Redmond Asset Management LLC69,285$540K0.2%-17.4%0.021%
2/6/2024 MeadowBrook Investment Advisors LLC16,920$132K0.1%N/A0.005%
2/6/2024 Swiss National Bank50,000$390K0.0%-10.2%0.015%
1/23/2024 Fenimore Asset Management Inc.945,286$7.37M0.2%+0.8%0.282%
1/18/2024 Blue Trust Inc.6,978$57K0.0%N/A0.002%
1/11/2024 Lincoln Capital LLC328,763$2.59M0.6%+18.0%0.098%
11/14/2023Quadrature Capital Ltd18,031$147K0.0%N/A0.005%
11/14/2023Corton Capital Inc.16,313$133K0.1%N/A0.005%
11/13/2023Hsbc Holdings PLC25,038$206K0.0%N/A0.007%
11/8/2023 Swiss National Bank55,700$455K0.0%+3.3%0.017%
11/7/2023Barclays PLC26,815$219K0.0%+314.2%0.008%
11/7/2023 Meixler Investment Management Ltd.19,725$161K0.1%N/A0.006%
10/24/2023 Redmond Asset Management LLC83,903$685K0.2%-4.6%0.025%
10/24/2023 Raymond James Financial Services Advisors Inc.36,570$299K0.0%+15.8%0.011%
10/23/2023Commonwealth Equity Services LLC12,944$106K0.0%+14.6%0.004%
10/20/2023 Fenimore Asset Management Inc.937,686$7.66M0.2%+1.1%0.279%
10/11/2023 Lincoln Capital LLC278,623$2.28M0.6%-16.3%0.083%
10/10/2023 Confluence Investment Management LLC446,838$3.65M0.1%-6.1%0.133%
9/21/2023Barclays PLC6,474$61K0.0%+227.0%0.002%
8/29/2023Garde Capital Inc.100,000$936K0.1%N/A0.030%
8/14/2023Granahan Investment Management LLC187,080$1.75M0.1%-85.3%0.056%
8/10/2023GABELLI & Co INVESTMENT ADVISERS INC.76,700$718K0.1%N/A0.023%
8/7/2023Royce & Associates LP475,000$4.45M0.0%+5.6%0.142%
7/31/2023LPL Financial LLC82,914$776K0.0%+42.7%0.025%
7/26/2023 Fenimore Asset Management Inc.927,636$8.68M0.2%+0.1%0.277%
7/25/2023 Raymond James Financial Services Advisors Inc.31,570$295K0.0%+11.6%0.009%
7/3/2023 Confluence Investment Management LLC475,794$4.45M0.1%-6.0%0.142%
5/15/2023Working Capital Advisors UK Ltd.165,383$1.45M2.1%N/A0.049%
5/15/2023Granahan Investment Management LLC1,276,013$11.15M0.3%-19.9%0.382%
5/3/2023 Redmond Asset Management LLC87,903$768K0.3%-1.3%0.026%
5/2/2023Ieq Capital LLC27,840$243K0.0%-63.1%0.008%
4/27/2023 River Road Asset Management LLC167,605$1.47M0.0%-1.2%0.050%
4/20/2023 Fenimore Asset Management Inc.926,451$8.10M0.2%+0.5%0.277%
3/1/2023 Lakewood Asset Management LLC7,571$64K0.1%N/A0.002%
2/14/2023Caz Investments LP30,000$252K0.5%+100.0%0.009%
2/14/2023Granahan Investment Management LLC1,593,408$13.40M0.4%+14.9%0.477%
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2/13/2023Neuberger Berman Group LLC1,678,579$14.12M0.0%N/A0.502%
2/8/2023 Raymond James Financial Services Advisors Inc.28,694$241K0.0%N/A0.009%
2/7/2023Commonwealth Equity Services LLC11,408$95K0.0%-18.0%0.003%
2/6/2023Ieq Capital LLC75,500$635K0.0%N/A0.023%
2/1/2023 River Road Asset Management LLC169,718$1.43M0.0%N/A0.051%
1/31/2023 Cabot Wealth Management Inc.10,863$91K0.0%-93.9%0.003%
1/17/2023 Fenimore Asset Management Inc.921,712$7.75M0.2%+15.3%0.276%
1/4/2023 Confluence Investment Management LLC506,963$4.26M0.1%N/A0.152%
10/26/2022 Lincoln Capital LLC134,448$1.21M0.4%+185.9%0.040%
10/25/2022 Fenimore Asset Management Inc.799,268$7.19M0.2%+1.7%0.240%
10/17/2022 Cambridge Investment Research Advisors Inc.10,766$97K0.0%N/A0.003%
8/11/2022CoreCap Advisors LLC3,000$34K0.0%N/A0.001%
8/9/2022 Swiss National Bank58,200$669K0.0%N/A0.017%
8/1/2022 Cabot Wealth Management Inc.178,719$2.05M0.3%N/A0.054%
7/26/2022 Fenimore Asset Management Inc.785,843$9.03M0.3%+42.0%0.236%
7/20/2022 Lincoln Capital LLC47,033$540K0.2%N/A0.014%
5/16/2022Granahan Investment Management LLC1,285,499$13.87M0.3%+1.1%0.385%
5/13/2022Caz Investments LP10,000$108K0.1%N/A0.003%
5/12/2022FJ Capital Management LLC158,288$1.71M0.1%-47.2%0.047%
5/12/2022 Oppenheimer Asset Management Inc.45,197$488K0.0%+34.5%0.014%
5/10/2022B. Metzler seel. Sohn & Co. AG36,120$390K0.0%+34.1%0.011%
5/5/2022Royce & Associates LP450,000$4.86M0.0%+50.0%0.135%
5/4/2022 Victory Capital Management Inc.10,845$103K0.0%N/A0.003%
5/3/2022 Redmond Asset Management LLC89,032$961K0.3%+3.7%0.027%
4/12/2022 Fenimore Asset Management Inc.553,570$5.97M0.1%N/A0.166%
2/16/2022 Wasatch Advisors Inc.6,800,919$92.15M0.4%N/A45.497%
2/10/2022State Farm Mutual Automobile Insurance Co.50,000,000$709M0.7%N/A334.493%
2/9/2022Clear Perspectives Financial Planning LLC6,000$85K0.0%N/A0.040%
2/8/2022Bank of America Corp DE1,501,250$21.29M0.0%N/A10.043%
2/7/2022Royce & Associates LP300,000$4.25M0.0%N/A2.007%
2/4/2022 Redmond Asset Management LLC85,861$1.22M0.3%N/A0.574%
2/3/2022Advisor Group Holdings Inc.2,996$43K0.0%N/A0.020%
2/2/2022 Oppenheimer Asset Management Inc.33,594$476K0.0%N/A0.225%
2/1/2022 Fifth Third Bancorp2,490$35K0.0%N/A0.017%
1/31/2022 CWM LLC1,970$28K0.0%N/A0.013%
1/31/2022Commonwealth Equity Services LLC12,168$172K0.0%N/A0.081%
1/21/2022 Huntington National Bank4,382$62K0.0%N/A0.029%
(Data available from 1/1/2016 forward)

HGTY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HGTY shares?

During the previous two years, 31 institutional investors and hedge funds held shares of Hagerty. The most heavily invested institutionals were Neuberger Berman Group LLC ($14.12M), Fenimore Asset Management Inc. ($7.37M), Royce & Associates LP ($4.45M), Confluence Investment Management LLC ($3.47M), Lincoln Capital LLC ($2.59M), Granahan Investment Management LLC ($1.75M), and FJ Capital Management LLC ($1.71M).Learn more on HGTY's institutional investors.

What percentage of Hagerty stock is owned by institutional investors?

20.51% of Hagerty stock is owned by institutional investors. Learn more on HGTY's institutional investor holdings.

Which institutional investors have been buying Hagerty stock?

Of the 29 institutional investors that purchased Hagerty stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Neuberger Berman Group LLC ($1.68M), Confluence Investment Management LLC ($886.51K), Fenimore Asset Management Inc. ($391.72K), Granahan Investment Management LLC ($220.72K), Lincoln Capital LLC ($184.59K), Cabot Wealth Management Inc. ($178.72K), and River Road Asset Management LLC ($169.72K).

How much institutional buying is happening at Hagerty?

Institutional investors have bought a total of 4,502,358 shares in the last 24 months. This purchase volume represents approximately $40.10M in transactions.

Which Hagerty major shareholders have been selling company stock?

Of the 10 institutional investors that sold Hagerty stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Granahan Investment Management LLC ($1.41M), Cabot Wealth Management Inc. ($167.62K), FJ Capital Management LLC ($141.71K), Confluence Investment Management LLC ($59.59K), Lincoln Capital LLC ($54.07K), Ieq Capital LLC ($47.66K), and Redmond Asset Management LLC ($21.90K).

How much institutional selling is happening at Hagerty?

Institutional investors have sold a total of 1,909,193 shares in the last 24 months. This volume of shares sold represents approximately $17.55M in transactions.


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This page (NYSE:HGTY) was last updated on 5/9/2024 by MarketBeat.com Staff

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