Hagerty Ownership | Who Owns Hagerty?
Hagerty Ownership Summary
Hagerty is owned by 82.28% institutional investors, 8.99% insiders, and 8.73% retail investors. State farm mutual automobile insurance is the largest institutional shareholder, holding 59.06% of HGTY shares. Polar Capital Global Ins A Inc is the top mutual fund, with 5.57% of its assets in Hagerty shares.
HGTY Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Hagerty | 82.28% | 8.99% | 8.73% |
Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
Industry | Property & Casualty Insurance Stocks | 65.87% | 12.92% | 21.22% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
State farm mutual automobile insurance | 50.00M | 59.06% | $520.00M |
Polar capital | 5.00M | 5.91% | $52.00M |
Neuberger berman group | 4.11M | 4.86% | $42.79M |
Markel group | 3.00M | 3.54% | $31.20M |
Vanguard group | 2.84M | 3.35% | $29.53M |
Greenhaven road investment management | 1.18M | 1.39% | $12.26M |
Fenimore asset management | 956.68K | 1.13% | $9.95M |
Royce & associates lp | 525.00K | 0.62% | $5.46M |
Blackrock | 456.36K | 0.54% | $4.75M |
Lincoln capital | 430.94K | 0.51% | $4.48M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Greenhaven road investment management | 1.18M | 5.68% | $12.26M |
Lincoln capital | 430.94K | 1.00% | $4.48M |
State farm mutual automobile insurance | 50.00M | 0.47% | $520.00M |
17 capital partners | 50.00K | 0.37% | $520.00K |
Markel group | 3.00M | 0.31% | $31.20M |
Polar capital | 5.00M | 0.31% | $52.00M |
Fenimore asset management | 956.68K | 0.22% | $9.95M |
Redmond asset management | 61.45K | 0.21% | $639.04K |
Meixler investment management | 25.02K | 0.20% | $260.26K |
Meadowbrook investment advisors | 15.38K | 0.15% | $159.95K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Vanguard group | 2.84M | 0.00% | 811.37K |
Neuberger berman group | 4.11M | 0.04% | 628.69K |
Ubs asset management americas | 66.55K | 0.00% | 45.70K |
Two sigma investments, lp | 116.20K | 0.00% | 40.08K |
Raymond james & associates | 32.50K | 0.00% | 32.50K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Gabelli & co investment advisers | - | - | -103.30K |
Millennium management | 21.86K | 0.00% | -91.87K |
Morgan stanley | 51.13K | - | -90.23K |
Marshall wace, llp | - | - | -40.03K |
Jpmorgan chase | - | - | -25.73K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Raymond james & associates | 32.50K | 0.00% | 32.50K | $338.00K |
Ameriprise financial | 31.75K | 0.00% | 31.75K | $330.20K |
Virtu financial | 15.53K | 0.01% | 15.53K | $162.00K |
Dimensional fund advisors lp | 13.35K | - | 13.35K | $138.87K |
Trexquant investment lp | 10.66K | 0.00% | 10.66K | $110.82K |
Sold Out
Holder | Change |
---|---|
Centerpoint advisors | -175.00 |
Advisor group | -425.00 |
Macquarie group | -533.00 |
Visionpoint advisory group | -896.00 |
Corecap advisors | -1.00K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 79 | 6.76% | 73,800,820 | 3.86% | 82 | 1.20% | 44 | 29.41% | 18 | - |
Jun 30, 2024 | 73 | -2.67% | 70,697,413 | 1.46% | 83 | 1.23% | 34 | 3.03% | 17 | -5.56% |
Mar 31, 2024 | 75 | - | 69,679,031 | 0.65% | 82 | 1.23% | 33 | -17.50% | 18 | 5.88% |
Dec 31, 2023 | 75 | 1.35% | 69,230,346 | -0.65% | 81 | 1.20% | 40 | 25.00% | 17 | -10.53% |
Sep 30, 2023 | 74 | 7.25% | 69,682,286 | -0.21% | 82 | 1.17% | 32 | -15.79% | 19 | 46.15% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Polar Capital Global Ins A Inc | 5.00M | 5.57% | - |
Neuberger Berman Genesis Inv | 2.79M | 3.11% | 86.62K |
Vanguard Total Stock Mkt Idx Inv | 1.16M | 1.29% | - |
Vanguard Small Cap Index | 789.59K | 0.88% | 1.55K |
FAM Small Cap Investor | 729.26K | 0.81% | - |
Royce Small-Cap Trust | 485.70K | 0.54% | - |
Vanguard Small Cap Growth Index Inv | 434.28K | 0.48% | 243.00 |
Vanguard Institutional Extnd Mkt Idx Tr | 422.49K | 0.47% | - |
BrighthouseII Neuberger Bermn Genesis A | 252.40K | 0.28% | 5.95K |
Confluence Small Cap Value | 210.23K | 0.23% | -22.21K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 23, 2024 | KAUFFMAN ROBERT I | - | Sell | $111.90K |
Dec 20, 2024 | KAUFFMAN ROBERT I | - | Sell | $175.90K |
Dec 19, 2024 | KAUFFMAN ROBERT I | - | Sell | $53.77K |
Dec 16, 2024 | KAUFFMAN ROBERT I | - | Sell | $71.27K |
Dec 18, 2024 | KAUFFMAN ROBERT I | - | Sell | $77.54K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 59 |
2024 Q3 | - | 64 |
2024 Q2 | - | 46 |
2024 Q1 | - | 11 |
2023 Q4 | - | - |
HGTY Ownership FAQ
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