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QQQ   425.84
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Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Closing prices for crude oil, gold and other commodities
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Predicting a Bear Market: 7 Signs and Why it's Tough to Do
United Airlines Soars on Earnings Beat
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Abbott Laboratories Outlook is Healthy: Buy the Dip
Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Closing prices for crude oil, gold and other commodities
Prologis Stock Leading U.S. Logistics Boom
Predicting a Bear Market: 7 Signs and Why it's Tough to Do
United Airlines Soars on Earnings Beat
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Abbott Laboratories Outlook is Healthy: Buy the Dip
Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Closing prices for crude oil, gold and other commodities
Prologis Stock Leading U.S. Logistics Boom
Predicting a Bear Market: 7 Signs and Why it's Tough to Do
United Airlines Soars on Earnings Beat
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Abbott Laboratories Outlook is Healthy: Buy the Dip
Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Closing prices for crude oil, gold and other commodities
Prologis Stock Leading U.S. Logistics Boom
Predicting a Bear Market: 7 Signs and Why it's Tough to Do
United Airlines Soars on Earnings Beat

Hagerty (HGTY) Institutional Ownership

$8.65
-0.26 (-2.92%)
(As of 04/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Hagerty (NYSE:HGTY)

Current
Institutional Ownership
Percentage
20.51%
Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$11.94M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$16.89M
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Skip Chart & View Institutional Buying and Selling Data

HGTY Institutional Buying and Selling by Quarter

Hagerty Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/1/2024 Confluence Investment Management LLC379,551$3.47M0.0%N/A0.113%
3/11/2024Vanguard Group Inc.2,006,961$15.65M0.0%-0.9%0.598%
3/1/2024Goldman Sachs Group Inc.20,479$160K0.0%+18.9%0.006%
2/16/2024GSA Capital Partners LLP23,285$182K0.0%N/A0.007%
2/15/2024Barclays PLC32,135$250K0.0%+19.8%0.010%
2/15/2024Vanguard Group Inc.2,006,961$15.65M0.0%-0.9%0.598%
2/15/2024Vident Advisory LLC16,496$129K0.0%+13.2%0.005%
2/13/2024Northern Trust Corp71,257$556K0.0%+22.7%0.021%
2/13/2024GABELLI & Co INVESTMENT ADVISERS INC.103,300$806K0.2%+34.7%0.031%
2/13/2024Goldman Sachs Group Inc.20,479$160K0.0%+18.9%0.006%
2/12/2024Redmond Asset Management LLC69,285$540K0.2%-17.4%0.021%
2/12/2024Hsbc Holdings PLC27,196$210K0.0%+8.6%0.008%
2/9/2024Neuberger Berman Group LLC3,372,256$26.30M0.0%-0.8%1.005%
2/9/2024UBS Group AG26,016$203K0.0%-78.0%0.008%
2/6/2024Charles Schwab Investment Management Inc.142,098$1.11M0.0%+13.3%0.042%
2/6/2024MeadowBrook Investment Advisors LLC16,920$132K0.1%N/A0.005%
2/6/2024Swiss National Bank50,000$390K0.0%-10.2%0.015%
1/23/2024Fenimore Asset Management Inc.945,286$7.37M0.2%+0.8%0.282%
1/18/2024Blue Trust Inc.6,978$57K0.0%N/A0.002%
1/11/2024Lincoln Capital LLC328,763$2.59M0.6%+18.0%0.098%
12/18/2023Vanguard Group Inc.2,024,167$16.54M0.0%-1.0%0.603%
11/21/2023Comerica Bank10,282$84K0.0%N/A0.003%
11/14/2023Quadrature Capital Ltd18,031$147K0.0%N/A0.005%
11/14/2023Corton Capital Inc.16,313$133K0.1%N/A0.005%
11/14/2023Tower Research Capital LLC TRC 5,077$41K0.0%N/A0.002%
11/13/2023Northern Trust Corp58,092$475K0.0%-10.7%0.017%
11/13/2023LPL Financial LLC95,106$777K0.0%+14.7%0.028%
11/13/2023Hsbc Holdings PLC25,038$206K0.0%N/A0.007%
11/9/2023UBS Group AG118,098$965K0.0%-14.4%0.035%
11/8/2023Charles Schwab Investment Management Inc.125,441$1.03M0.0%-25.5%0.037%
11/8/2023Swiss National Bank55,700$455K0.0%+3.3%0.017%
11/7/2023Barclays PLC26,815$219K0.0%+314.2%0.008%
11/7/2023Meixler Investment Management Ltd.19,725$161K0.1%N/A0.006%
10/24/2023Redmond Asset Management LLC83,903$685K0.2%-4.6%0.025%
10/24/2023Raymond James Financial Services Advisors Inc.36,570$299K0.0%+15.8%0.011%
10/23/2023Commonwealth Equity Services LLC12,944$106K0.0%+14.6%0.004%
10/20/2023Fenimore Asset Management Inc.937,686$7.66M0.2%+1.1%0.279%
10/11/2023Lincoln Capital LLC278,623$2.28M0.6%-16.3%0.083%
10/10/2023 Confluence Investment Management LLC446,838$3.65M0.1%-6.1%0.133%
9/21/2023Barclays PLC6,474$61K0.0%+227.0%0.002%
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8/29/2023Garde Capital Inc.100,000$936K0.1%N/A0.030%
8/15/2023Wells Fargo & Company MN4,466$42K0.0%+115.9%0.001%
8/14/2023State Street Corp123,865$1.16M0.0%+4.1%0.037%
8/14/2023Granahan Investment Management LLC187,080$1.75M0.1%-85.3%0.056%
8/11/2023Renaissance Technologies LLC45,400$425K0.0%+10.9%0.014%
8/11/2023Credit Suisse AG26,414$247K0.0%+62.5%0.008%
8/11/2023BlackRock Inc.601,114$5.63M0.0%+21.5%0.179%
8/11/2023Geode Capital Management LLC311,125$2.91M0.0%+13.0%0.093%
8/11/2023JPMorgan Chase & Co.28,515$267K0.0%+17.2%0.009%
8/11/2023Northern Trust Corp65,068$609K0.0%-8.8%0.019%
8/10/2023GABELLI & Co INVESTMENT ADVISERS INC.76,700$718K0.1%N/A0.023%
8/10/2023Charles Schwab Investment Management Inc.168,307$1.58M0.0%+2.1%0.050%
8/7/2023Royce & Associates LP475,000$4.45M0.0%+5.6%0.142%
8/3/2023Barclays PLC6,474$61K0.0%+227.0%0.002%
7/31/2023LPL Financial LLC82,914$776K0.0%+42.7%0.025%
7/26/2023Fenimore Asset Management Inc.927,636$8.68M0.2%+0.1%0.277%
7/25/2023Raymond James Financial Services Advisors Inc.31,570$295K0.0%+11.6%0.009%
7/3/2023 Confluence Investment Management LLC475,794$4.45M0.1%-6.0%0.142%
5/18/2023JPMorgan Chase & Co.24,338$213K0.0%+66.0%0.007%
5/16/2023Susquehanna International Group LLP20,235$177K0.0%+2,101.8%0.006%
5/16/2023Geode Capital Management LLC275,386$2.41M0.0%+2.6%0.082%
5/15/2023Deutsche Bank AG3,293$29K0.0%N/A0.001%
5/15/2023Working Capital Advisors UK Ltd.165,383$1.45M2.1%N/A0.049%
5/15/2023Granahan Investment Management LLC1,276,013$11.15M0.3%-19.9%0.382%
5/12/2023Renaissance Technologies LLC40,942$358K0.0%+61.8%0.012%
5/12/2023Wasatch Advisors LP658,398$5.75M0.0%-4.6%0.197%
5/12/2023Bank of America Corp DE7,102$62K0.0%+218.2%0.002%
5/12/2023UBS Group AG111,501$975K0.0%+1.0%0.033%
5/12/2023Charles Schwab Investment Management Inc.164,809$1.44M0.0%+1.9%0.049%
5/10/2023Swiss National Bank53,900$471K0.0%-7.4%0.016%
5/9/2023Bank of New York Mellon Corp34,045$298K0.0%-6.6%0.010%
5/3/2023Redmond Asset Management LLC87,903$768K0.3%-1.3%0.026%
5/2/2023Ieq Capital LLC27,840$243K0.0%-63.1%0.008%
4/27/2023River Road Asset Management LLC167,605$1.47M0.0%-1.2%0.050%
4/20/2023Fenimore Asset Management Inc.926,451$8.10M0.2%+0.5%0.277%
3/1/2023Lakewood Asset Management LLC7,571$64K0.1%N/A0.002%
2/15/2023Morgan Stanley66,398$558K0.0%-45.8%0.020%
2/14/2023Caz Investments LP30,000$252K0.5%+100.0%0.009%
2/14/2023Marshall Wace LLP50,407$424K0.0%N/A0.015%
2/14/2023Granahan Investment Management LLC1,593,408$13.40M0.4%+14.9%0.477%
2/13/2023Charles Schwab Investment Management Inc.161,795$1.36M0.0%+4.5%0.048%
2/13/2023Renaissance Technologies LLC25,300$213K0.0%N/A0.008%
2/13/2023Neuberger Berman Group LLC1,678,579$14.12M0.0%N/A0.502%
2/13/2023Geode Capital Management LLC268,463$2.26M0.0%+0.6%0.080%
2/13/2023JPMorgan Chase & Co.14,665$123K0.0%+23.9%0.004%
2/8/2023Raymond James Financial Services Advisors Inc.28,694$241K0.0%N/A0.009%
2/8/2023UBS Group AG110,373$928K0.0%+81.0%0.033%
2/7/2023Commonwealth Equity Services LLC11,408$95K0.0%-18.0%0.003%
2/7/2023LPL Financial LLC30,562$257K0.0%N/A0.009%
2/6/2023Ieq Capital LLC75,500$635K0.0%N/A0.023%
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Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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2/1/2023River Road Asset Management LLC169,718$1.43M0.0%N/A0.051%
1/31/2023Cabot Wealth Management Inc.10,863$91K0.0%-93.9%0.003%
1/17/2023Fenimore Asset Management Inc.921,712$7.75M0.2%+15.3%0.276%
1/4/2023 Confluence Investment Management LLC506,963$4.26M0.1%N/A0.152%
12/8/2022Bank of New York Mellon Corp15,839$142K0.0%N/A0.005%
11/15/2022State Street Corp112,969$1.02M0.0%+9.2%0.034%
11/15/2022Vanguard Group Inc.1,987,616$17.87M0.0%+46.2%0.596%
11/15/2022Bank of New York Mellon Corp15,839$142K0.0%N/A0.005%
11/15/2022BlackRock Inc.495,697$4.46M0.0%+1.5%0.149%
11/15/2022Commonwealth Equity Services LLC13,908$125K0.0%+16.1%0.004%
(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 Wasatch Advisors Inc. ($75.81M), Neuberger Berman Group LLC ($26.30M), Vanguard Group Inc. ($15.65M), Fenimore Asset Management Inc. ($7.37M), Wasatch Advisors LP ($5.75M), BlackRock Inc. ($5.63M), and Royce & Associates LP ($4.45M).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 60 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 ($1.68M), Vanguard Group Inc. ($985.47K), Confluence Investment Management LLC ($886.51K), BlackRock Inc. ($446.74K), Fenimore Asset Management Inc. ($391.72K), Wasatch Advisors Inc. ($224.84K), and Granahan Investment Management LLC ($220.72K).

How much institutional buying is happening at Hagerty?

Institutional investors have bought a total of 7,395,534 shares in the last 24 months. This purchase volume represents approximately $68.93M in transactions.

Which Hagerty major shareholders have been selling company stock?

Of the 20 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 ($1.41M), Cabot Wealth Management Inc. ($167.62K), FJ Capital Management LLC ($141.71K), UBS Group AG ($127.76K), Confluence Investment Management LLC ($59.59K), Morgan Stanley ($56.11K), and Vanguard Group Inc. ($55.01K).

How much institutional selling is happening at Hagerty?

Institutional investors have sold a total of 2,282,510 shares in the last 24 months. This volume of shares sold represents approximately $20.68M in transactions.


This page (NYSE:HGTY) was last updated on 4/18/2024 by MarketBeat.com Staff

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