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Hagerty (HGTY) Institutional Ownership

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$9.35 -1.57 (-14.36%)
Closing price 08/7/2025 03:59 PM Eastern
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$9.64 +0.29 (+3.08%)
As of 07:32 AM Eastern
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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)
44
Total
Institutional Inflows
(last 12 months)
$39.61M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$17.89M
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Skip Chart & View Institutional Buying and Selling Data

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
8/7/2025Pembroke Management LTD993,449$10.04M1.2%+5.9%0.291%
8/7/2025Connor Clark & Lunn Investment Management Ltd.159,069$1.61M0.0%+11.4%0.047%
8/5/2025 Corton Capital Inc.27,007$273K0.3%N/A0.008%
8/4/2025 Scholtz & Company LLC240,290$2.43M1.1%N/A0.070%
7/24/2025 IFP Advisors Inc3,000$30K0.0%N/A0.001%
7/23/2025 KLP Kapitalforvaltning AS10,500$106K0.0%+228.1%0.003%
7/11/2025 Lincoln Capital LLC607,309$6.14M1.2%+9.4%0.178%
7/1/2025 Confluence Investment Management LLC279,919$2.83M0.0%-11.5%0.082%
6/27/2025Goldman Sachs Group Inc.37,383$338K0.0%+24.9%0.011%
5/16/2025Goldman Sachs Group Inc.37,383$338K0.0%+24.9%0.011%
5/15/2025PDT Partners LLC20,206$183K0.0%-24.8%0.006%
5/15/2025Vident Advisory LLC44,220$400K0.0%-35.9%0.013%
5/15/2025Pembroke Management LTD937,700$8.48M1.3%-1.6%0.275%
5/15/2025Trexquant Investment LP85,182$770K0.0%-12.4%0.025%
5/14/2025Epoch Investment Partners Inc.28,720$260K0.0%-49.3%0.008%
5/14/2025Comerica Bank3,082$28K0.0%-70.0%0.001%
5/14/2025 Lincoln Capital LLC555,286$4.75M1.0%+12.3%0.163%
5/13/2025Neuberger Berman Group LLC5,468,793$49.44M0.0%+15.7%1.603%
5/12/2025Virtu Financial LLC11,951$108K0.0%N/A0.004%
5/12/2025Connor Clark & Lunn Investment Management Ltd.142,768$1.29M0.0%+4.1%0.042%
5/12/2025Swiss National Bank61,100$552K0.0%+15.3%0.018%
5/9/2025Charles Schwab Investment Management Inc.135,660$1.23M0.0%-3.1%0.040%
5/9/2025Vanguard Group Inc.2,633,193$23.80M0.0%-1.1%0.772%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH10,239$93K0.0%N/A0.003%
5/6/2025Garner Asset Management Corp321,825$2.91M1.3%N/A0.094%
5/5/2025Greenhaven Road Investment Management L.P.1,360,506$12.30M5.0%+10.1%0.399%
4/14/2025 Fenimore Asset Management Inc498,986$4.51M0.1%-47.5%0.146%
4/1/2025 Confluence Investment Management LLC316,369$2.86M0.0%-6.1%0.093%
2/25/2025 Garde Capital Inc.103,960$1.00M0.1%+4.0%0.030%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC64,205$620K0.0%+7.7%0.019%
2/17/2025Vident Advisory LLC68,968$666K0.0%-3.1%0.020%
2/17/2025Two Sigma Investments LP117,432$1.13M0.0%-3.6%0.034%
2/17/2025Two Sigma Advisers LP135,900$1.31M0.0%-2.2%0.040%
2/17/2025Millennium Management LLC42,849$413K0.0%-62.0%0.013%
2/17/2025D. E. Shaw & Co. Inc.29,337$283K0.0%-29.7%0.009%
2/17/2025Cubist Systematic Strategies LLC13,149$127K0.0%-67.6%0.004%
2/17/2025BNP Paribas Financial Markets8,670$84K0.0%N/A0.003%
2/17/2025Ancora Advisors LLC4,715$46K0.0%N/A0.001%
2/14/2025Jane Street Group LLC23,818$230K0.0%N/A0.007%
2/14/2025PDT Partners LLC26,864$259K0.0%+47.9%0.008%
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2/14/2025Northern Trust Corp82,739$798K0.0%-11.3%0.024%
2/14/2025Voya Investment Management LLC10,821$104K0.0%N/A0.003%
2/14/2025Hsbc Holdings PLC25,234$242K0.0%-5.7%0.007%
2/14/2025Dimensional Fund Advisors LP62,034$599K0.0%+225.3%0.018%
2/14/2025Epoch Investment Partners Inc.56,683$547K0.0%N/A0.017%
2/14/2025Greenhaven Road Investment Management L.P.1,236,170$11.93M1.9%-18.1%0.362%
2/13/2025GABELLI & Co INVESTMENT ADVISERS INC.103,300$997K0.2%N/A0.030%
2/13/2025XTX Topco Ltd12,308$119K0.0%N/A0.004%
2/13/2025Neuberger Berman Group LLC4,725,196$45.60M0.0%+11.4%1.385%
2/13/2025Raymond James Financial Inc.91,067$879K0.0%N/A0.027%
2/13/2025Renaissance Technologies LLC193,896$1.87M0.0%+21.6%0.057%
2/13/2025Legal & General Group Plc25,148$243K0.0%+48.6%0.007%
2/12/2025Trexquant Investment LP97,257$939K0.0%+100.5%0.029%
2/12/2025Geode Capital Management LLC240,927$2.33M0.0%-2.6%0.071%
2/12/2025Caz Investments LP10,000$97K0.1%-60.0%0.003%
2/12/2025JPMorgan Chase & Co.29,139$281K0.0%+2,185.4%0.009%
2/11/2025Vanguard Group Inc.2,663,268$25.70M0.0%-7.1%0.781%
2/11/2025 KLP Kapitalforvaltning AS3,200$31K0.0%N/A0.001%
2/10/2025Swiss National Bank53,000$511K0.0%+6.0%0.016%
2/10/2025Connor Clark & Lunn Investment Management Ltd.137,101$1.32M0.0%+41.1%0.040%
2/7/2025 Markel Group Inc.3,108,000$29.99M0.3%+3.6%0.911%
2/6/2025Raymond James Financial Inc.91,067$879K0.0%N/A0.027%
2/6/2025Charles Schwab Investment Management Inc.140,037$1.35M0.0%+6.3%0.041%
2/6/2025Steward Partners Investment Advisory LLC10,325$100K0.0%+35.9%0.003%
2/4/2025 Bank of New York Mellon Corp18,827$182K0.0%N/A0.006%
1/31/2025Pembroke Management LTD953,427$9.20M1.2%N/A0.280%
1/23/2025 R Squared Ltd5,234$51K0.0%N/A0.002%
1/22/2025 Blue Trust Inc.30,423$309K0.0%+188.6%0.009%
1/21/2025 Fenimore Asset Management Inc950,522$9.17M0.2%-0.5%0.279%
1/16/2025 Lincoln Capital LLC494,495$4.77M1.0%+6.7%0.145%
1/15/2025 Goldstone Financial Group LLC18,732$181K0.0%-19.2%0.005%
1/2/2025 Confluence Investment Management LLC337,100$3.25M0.0%-4.2%0.099%
11/19/2024Barclays PLC31,675$321K0.0%+23.0%0.009%
11/16/2024Geode Capital Management LLC247,449$2.52M0.0%-3.6%0.073%
11/15/2024Barclays PLC31,675$321K0.0%+23.0%0.009%
11/15/2024Janus Henderson Group PLC57,569$585K0.0%-1.6%0.017%
11/14/2024PDT Partners LLC18,165$185K0.0%N/A0.005%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC59,630$606K0.0%-10.4%0.017%
11/13/2024Caz Investments LP25,000$258K0.2%+66.7%0.007%
11/13/2024FMR LLC6,726$68K0.0%+25,769.2%0.002%
11/12/2024Charles Schwab Investment Management Inc.131,779$1.34M0.0%-0.8%0.039%
11/8/2024Connor Clark & Lunn Investment Management Ltd.97,143$988K0.0%+376.1%0.029%
11/4/2024 Meixler Investment Management Ltd.27,455$279K0.2%+9.7%0.008%
11/2/202417 Capital Partners LLC55,000$559K0.4%+10.0%0.016%
11/1/2024 Markel Group Inc.3,000,000$30.51M0.3%-15.3%0.880%
10/31/2024 Confluence Investment Management LLC351,930$3.58M0.0%-3.0%0.103%
10/28/2024 Goldstone Financial Group LLC23,197$236K0.0%N/A0.007%
10/18/2024 Blue Trust Inc.10,542$110K0.0%+178.6%0.003%
10/7/2024 Lakewood Asset Management LLC18,243$186K0.1%N/A0.005%
8/16/2024Algert Global LLC10,401$108K0.0%N/A0.003%
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8/9/2024Renaissance Technologies LLC84,196$876K0.0%-5.4%0.025%
8/9/2024Dimensional Fund Advisors LP13,353$139K0.0%N/A0.004%
7/18/2024 Blue Trust Inc.3,784$39K0.0%N/A0.001%
7/18/202417 Capital Partners LLC50,000$520K0.4%-33.3%0.015%
7/1/2024 Confluence Investment Management LLC362,936$3.78M0.1%-4.4%0.108%
5/16/2024Janus Henderson Group PLC62,079$568K0.0%-7.1%0.018%
5/10/2024Vanguard Group Inc.2,028,292$18.56M0.0%+1.1%0.604%
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%
(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, 65 institutional investors and hedge funds held shares of Hagerty. The most heavily invested institutionals were Neuberger Berman Group LLC ($49.44M), Markel Group Inc. ($29.99M), Vanguard Group Inc. ($23.80M), Greenhaven Road Investment Management L.P. ($12.30M), Pembroke Management LTD ($10.04M), Fenimore Asset Management Inc. ($7.37M), and Lincoln Capital LLC ($6.14M).Learn more on Hagerty's institutional investors.

What percentage of Hagerty's stock is owned by institutional investors?

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

Which institutional investors have been buying Hagerty's stock?

Of the 52 institutional investors that purchased Hagerty's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Neuberger Berman Group LLC ($1.23M), Pembroke Management LTD ($1.01M), Confluence Investment Management LLC ($379.55K), Garner Asset Management Corp ($321.83K), Scholtz & Company LLC ($240.29K), GABELLI & Co INVESTMENT ADVISERS INC. ($206.60K), and Lincoln Capital LLC ($194.02K).

How much institutional buying is happening at Hagerty?

Institutional investors have bought a total of 4,164,830 shares in the last 24 months. This purchase volume represents approximately $39.61M in transactions.

Which of Hagerty's major shareholders have been selling company stock?

Of the 25 institutional investors that sold Hagerty's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Markel Group Inc. ($540K), Fenimore Asset Management Inc ($456.39K), Greenhaven Road Investment Management L.P. ($272.28K), Vanguard Group Inc. ($232.11K), Confluence Investment Management LLC ($83.02K), Millennium Management LLC ($69.78K), and Epoch Investment Partners Inc. ($27.96K).

How much institutional selling is happening at Hagerty?

Institutional investors have sold a total of 1,862,797 shares in the last 24 months. This volume of shares sold represents approximately $17.89M in transactions.


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This page (NYSE:HGTY) was last updated on 8/8/2025 by MarketBeat.com Staff
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