Hagerty Ownership | Who Owns Hagerty?

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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	43.66%	12.57%	43.78%
Industry	Property & Casualty Insurance Stocks	59.24%	11.56%	29.20%

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
Nov 18, 2024	KAUFFMAN ROBERT I	-	Sell	$100.38K
Nov 15, 2024	KAUFFMAN ROBERT I	-	Sell	$35.68K
Nov 12, 2024	KAUFFMAN ROBERT I	-	Sell	$119.29K
Nov 14, 2024	KAUFFMAN ROBERT I	-	Sell	$303.40K
Nov 13, 2024	KAUFFMAN ROBERT I	-	Sell	$165.86K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	35
2024 Q3	-	64
2024 Q2	-	46
2024 Q1	-	11
2023 Q4	-	-

HGTY Ownership FAQ

Who Owns Hagerty?

Hagerty shareholders are primarily institutional investors at 82.28%, followed by 8.99% insiders and 8.73% retail investors. The average institutional ownership in Hagerty's industry, Property & Casualty Insurance Stocks, is 59.24%, which Hagerty exceeds.

Who owns the most shares of Hagerty?

Hagerty’s largest shareholders are State farm mutual automobile insurance (50M shares, 59.06%), Polar capital (5M shares, 5.91%), and Neuberger berman group (4.11M shares, 4.86%). Together, they hold 69.83% of Hagerty’s total shares outstanding.

Does Blackrock own Hagerty?

Yes, BlackRock owns 0.54% of Hagerty, totaling 456.36K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 4.75M$. In the last quarter, BlackRock decreased its holdings by -1.474K shares, a -0.32% change.

Who is Hagerty’s biggest shareholder by percentage of total assets invested?

Greenhaven road investment management is Hagerty’s biggest shareholder by percentage of total assets invested, with 5.68% of its assets in 1.18M Hagerty shares, valued at 12.26M$.

Who is the top mutual fund holder of Hagerty shares?

Polar Capital Global Ins A Inc is the top mutual fund holder of Hagerty shares, with 5.57% of its total shares outstanding invested in 5M Hagerty shares.

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