Hagerty (HGTY) Institutional Ownership $9.79 +0.11 (+1.14%) As of 03:57 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Hagerty (NYSE:HGTY)CurrentInstitutional OwnershipPercentage20.51%Number ofInstitutional Buyers(last 12 months)41TotalInstitutional Inflows(last 12 months)$35.53MNumber ofInstitutional Sellers(last 12 months)26TotalInstitutional Outflows(last 12 months)$17.95M Get HGTY Insider Trade Alerts Want to know when executives and insiders are buying or selling Hagerty stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data HGTY Institutional Buying and Selling by Quarter Hagerty Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025 Goldman Sachs Group Inc.37,383$338K0.0%+24.9%0.011% 5/15/2025 PDT Partners LLC20,206$183K0.0%-24.8%0.006% 5/15/2025 Vident Advisory LLC44,220$400K0.0%-35.9%0.013% 5/15/2025 Pembroke Management LTD937,700$8.48M1.3%-1.6%0.275% 5/15/2025 Trexquant Investment LP85,182$770K0.0%-12.4%0.025% 5/14/2025 Epoch Investment Partners Inc.28,720$260K0.0%-49.3%0.008% 5/14/2025 Comerica Bank3,082$28K0.0%-70.0%0.001% 5/14/2025 Lincoln Capital LLC555,286$4.75M1.0%+12.3%0.163% 5/13/2025 Neuberger Berman Group LLC5,468,793$49.44M0.0%+15.7%1.603% 5/12/2025 Virtu Financial LLC11,951$108K0.0%N/A0.004% Get the Latest News and Ratings for HGTY and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Hagerty and its competitors with MarketBeat's FREE daily newsletter. 5/12/2025 Connor Clark & Lunn Investment Management Ltd.142,768$1.29M0.0%+4.1%0.042% 5/12/2025 Swiss National Bank61,100$552K0.0%+15.3%0.018% 5/9/2025 Charles Schwab Investment Management Inc.135,660$1.23M0.0%-3.1%0.040% 5/9/2025 Vanguard Group Inc.2,633,193$23.80M0.0%-1.1%0.772% 5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH10,239$93K0.0%N/A0.003% 5/6/2025 Garner Asset Management Corp321,825$2.91M1.3%N/A0.094% 5/5/2025 Greenhaven 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% 2/17/2025 Vident Advisory LLC68,968$666K0.0%-3.1%0.020% 2/17/2025 Two Sigma Investments LP117,432$1.13M0.0%-3.6%0.034% 2/17/2025 Two Sigma Advisers LP135,900$1.31M0.0%-2.2%0.040% 2/17/2025 Millennium Management LLC42,849$413K0.0%-62.0%0.013% 2/17/2025 D. E. Shaw & Co. Inc.29,337$283K0.0%-29.7%0.009% 2/17/2025 Cubist Systematic Strategies LLC13,149$127K0.0%-67.6%0.004% 2/17/2025 BNP Paribas Financial Markets8,670$84K0.0%N/A0.003% 2/17/2025 Ancora Advisors LLC4,715$46K0.0%N/A0.001% 2/14/2025 Jane Street Group LLC23,818$230K0.0%N/A0.007% 2/14/2025 PDT Partners LLC26,864$259K0.0%+47.9%0.008% 2/14/2025 Northern Trust Corp82,739$798K0.0%-11.3%0.024% 2/14/2025 Voya Investment Management LLC10,821$104K0.0%N/A0.003% 2/14/2025 Hsbc Holdings PLC25,234$242K0.0%-5.7%0.007% 2/14/2025 Dimensional Fund Advisors LP62,034$599K0.0%+225.3%0.018% 2/14/2025 Epoch Investment Partners Inc.56,683$547K0.0%N/A0.017% 2/14/2025 Greenhaven Road Investment Management L.P.1,236,170$11.93M1.9%-18.1%0.362% 2/13/2025 GABELLI & Co INVESTMENT ADVISERS INC.103,300$997K0.2%N/A0.030% 2/13/2025 XTX Topco Ltd12,308$119K0.0%N/A0.004% 2/13/2025 Neuberger Berman Group LLC4,725,196$45.60M0.0%+11.4%1.385% Silicon Valley Gold Rush (Ad)A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.Gates and Altman are betting big—see why2/13/2025 Raymond James Financial Inc.91,067$879K0.0%N/A0.027% 2/13/2025 Renaissance Technologies LLC193,896$1.87M0.0%+21.6%0.057% 2/13/2025 Legal & General Group Plc25,148$243K0.0%+48.6%0.007% 2/12/2025 Trexquant Investment LP97,257$939K0.0%+100.5%0.029% 2/12/2025 Geode Capital Management LLC240,927$2.33M0.0%-2.6%0.071% 2/12/2025 Caz Investments LP10,000$97K0.1%-60.0%0.003% 2/12/2025 JPMorgan Chase & Co.29,139$281K0.0%+2,185.4%0.009% 2/11/2025 Vanguard Group Inc.2,663,268$25.70M0.0%-7.1%0.781% 2/11/2025 KLP Kapitalforvaltning AS3,200$31K0.0%N/A0.001% 2/10/2025 Swiss National Bank53,000$511K0.0%+6.0%0.016% 2/10/2025 Connor 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% 2/6/2025 Raymond James Financial Inc.91,067$879K0.0%N/A0.027% 2/6/2025 Charles Schwab Investment Management Inc.140,037$1.35M0.0%+6.3%0.041% 2/6/2025 Steward 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% 1/31/2025 Pembroke 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% 11/19/2024 Barclays PLC31,675$321K0.0%+23.0%0.009% 11/16/2024 Geode Capital Management LLC247,449$2.52M0.0%-3.6%0.073% 11/15/2024 Barclays PLC31,675$321K0.0%+23.0%0.009% 11/15/2024 Janus Henderson Group PLC57,569$585K0.0%-1.6%0.017% 11/14/2024 PDT 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% 11/13/2024 Caz Investments LP25,000$258K0.2%+66.7%0.007% 11/13/2024 FMR LLC6,726$68K0.0%+25,769.2%0.002% 11/12/2024 Charles Schwab Investment Management Inc.131,779$1.34M0.0%-0.8%0.039% 11/8/2024 Connor 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% 11/2/2024 17 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% 8/16/2024 Algert Global LLC10,401$108K0.0%N/A0.003% 8/9/2024 Renaissance Technologies LLC84,196$876K0.0%-5.4%0.025% 8/9/2024 Dimensional Fund Advisors LP13,353$139K0.0%N/A0.004% 7/18/2024 Blue Trust Inc.3,784$39K0.0%N/A0.001% 7/18/2024 17 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% 5/16/2024 Janus Henderson Group PLC62,079$568K0.0%-7.1%0.018% 5/10/2024 Vanguard 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% Silicon Valley Gold Rush (Ad)A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bill Gates has backed four companies in this space. The World Economic Forum calls it “the most exciting human discovery since fire.” Whitney Tilson believes this trend could mint a new class of wealthy investors—and he’s sharing one stock to watch now, for free.Gates and Altman are betting big—see why4/1/2024 Confluence Investment Management LLC379,551$3.47M0.0%N/A0.113% 2/13/2024 GABELLI & 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% 11/14/2023 Quadrature Capital Ltd18,031$147K0.0%N/A0.005% 11/14/2023 Corton Capital Inc.16,313$133K0.1%N/A0.005% (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 ($8.48M), Fenimore Asset Management Inc. ($7.37M), and Lincoln Capital LLC ($4.75M).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 52 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 ($1.23M), Pembroke Management LTD ($953.43K), Confluence Investment Management LLC ($379.55K), Garner Asset Management Corp ($321.83K), GABELLI & Co INVESTMENT ADVISERS INC. ($206.60K), Raymond James Financial Inc. ($182.13K), and Lincoln Capital LLC ($142.00K). How much institutional buying is happening at Hagerty? Institutional investors have bought a total of 4,626,250 shares in the last 24 months. This purchase volume represents approximately $43.25M in transactions. Which Hagerty major shareholders have been selling company stock? Of the 30 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 ($1.09M), 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 ($122.77K), and Millennium Management LLC ($69.78K). How much institutional selling is happening at Hagerty? Institutional investors have sold a total of 3,101,792 shares in the last 24 months. This volume of shares sold represents approximately $29.37M in transactions. 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