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 5.55% 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 | 86.48% | 14.02% | -0.50% |
| 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 |
| Pembroke management | 953.43K | 1.06% | $9.20M |
| Fenimore asset management | 950.52K | 1.06% | $9.17M |
| Royce & associates lp | 525.00K | 0.62% | $5.46M |
| Lincoln capital | 494.50K | 0.55% | $4.77M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenhaven road investment management | 1.18M | 5.68% | $12.26M |
| Pembroke management | 953.43K | 1.15% | $9.20M |
| Lincoln capital | 494.50K | 1.00% | $4.77M |
| State farm mutual automobile insurance | 50.00M | 0.47% | $520.00M |
| 17 capital partners | 55.00K | 0.34% | $530.75K |
| Markel group | 3.00M | 0.31% | $31.20M |
| Polar capital | 5.00M | 0.31% | $52.00M |
| Meixler investment management | 28.48K | 0.20% | $274.78K |
| Fenimore asset management | 950.52K | 0.19% | $9.17M |
| Meadowbrook investment advisors | 15.26K | 0.13% | $147.26K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pembroke management | 953.43K | 1.15% | 953.43K |
| 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 |
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 |
| Redmond asset management | - | - | -59.95K |
| Marshall wace, llp | - | - | -40.03K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Pembroke management | 953.43K | 1.15% | 953.43K | $9.20M |
| Raymond james & associates | 32.50K | 0.00% | 32.50K | $338.00K |
| Ameriprise financial | 31.75K | 0.00% | 31.75K | $330.20K |
| Bank of new york mellon | 18.83K | - | 18.83K | $181.68K |
| Virtu financial | 15.53K | 0.01% | 15.53K | $162.00K |
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 | 5.55% | - |
| Neuberger Berman Genesis Inv | 3.05M | 3.39% | 257.99K |
| Vanguard Total Stock Mkt Idx Inv | 989.36K | 1.10% | - |
| Vanguard Small Cap Index | 802.17K | 0.89% | 7.94K |
| FAM Small Cap Investor | 729.26K | 0.81% | - |
| Royce Small-Cap Trust | 485.70K | 0.54% | - |
| Vanguard Small Cap Growth Index Inv | 453.44K | 0.50% | 16.32K |
| Vanguard Institutional Extnd Mkt Idx Tr | 344.12K | 0.38% | -78.36K |
| BrighthouseII Neuberger Bermn Genesis A | 252.40K | 0.28% | 5.95K |
| Neuberger Berman US Sm Cap USD Instl Acc | 191.65K | 0.21% | 12.28K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 31, 2025 | KAUFFMAN ROBERT I | - | Sell | $43.28K |
| Jan 29, 2025 | KAUFFMAN ROBERT I | - | Sell | $37.29K |
| Jan 30, 2025 | KAUFFMAN ROBERT I | - | Sell | $25.69K |
| Jan 27, 2025 | KAUFFMAN ROBERT I | - | Sell | $36.41K |
| Jan 24, 2025 | KAUFFMAN ROBERT I | - | Sell | $90.84K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 20 |
| 2024 Q4 | - | 64 |
| 2024 Q3 | - | 64 |
| 2024 Q2 | - | 46 |
| 2024 Q1 | - | 11 |
HGTY Ownership FAQ
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