Hagerty (HGTY) Institutional Ownership

$10.99

+0.16 (+1.48%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 20.51%
Number of Institutional Buyers (last 12 months): 18
Total Institutional Inflows (last 12 months): $7.73M

Number of Institutional Sellers (last 12 months): 7
Total Institutional Outflows (last 12 months): $11.56M

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HGTY Institutional Buying and Selling by Quarter

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Hagerty Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/18/2024	Blue Trust Inc.	3,784	$39K	0.0%	N/A	0.001%
7/18/2024	17 Capital Partners LLC	50,000	$520K	0.4%	-33.3%	0.015%
7/1/2024	Confluence Investment Management LLC	362,936	$3.78M	0.1%	-4.4%	0.108%
5/16/2024	Janus Henderson Group PLC	62,079	$568K	0.0%	-7.1%	0.018%
5/10/2024	Vanguard Group Inc.	2,028,292	$18.56M	0.0%	+1.1%	0.604%
5/7/2024	Redmond Asset Management LLC	67,141	$614K	0.2%	-3.1%	0.020%
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5/7/2024	Meixler Investment Management Ltd.	24,325	$223K	0.2%	+21.2%	0.007%
4/1/2024	Confluence Investment Management LLC	379,551	$3.47M	0.0%	N/A	0.113%
2/13/2024	GABELLI & Co INVESTMENT ADVISERS INC.	103,300	$806K	0.2%	+34.7%	0.031%
2/12/2024	Redmond Asset Management LLC	69,285	$540K	0.2%	-17.4%	0.021%
2/6/2024	MeadowBrook Investment Advisors LLC	16,920	$132K	0.1%	N/A	0.005%
2/6/2024	Swiss National Bank	50,000	$390K	0.0%	-10.2%	0.015%
1/23/2024	Fenimore Asset Management Inc.	945,286	$7.37M	0.2%	+0.8%	0.282%
1/18/2024	Blue Trust Inc.	6,978	$57K	0.0%	N/A	0.002%
1/11/2024	Lincoln Capital LLC	328,763	$2.59M	0.6%	+18.0%	0.098%
11/14/2023	Quadrature Capital Ltd	18,031	$147K	0.0%	N/A	0.005%
11/14/2023	Corton Capital Inc.	16,313	$133K	0.1%	N/A	0.005%
11/13/2023	Hsbc Holdings PLC	25,038	$206K	0.0%	N/A	0.007%
11/8/2023	Swiss National Bank	55,700	$455K	0.0%	+3.3%	0.017%
11/7/2023	Barclays PLC	26,815	$219K	0.0%	+314.2%	0.008%
11/7/2023	Meixler Investment Management Ltd.	19,725	$161K	0.1%	N/A	0.006%
10/24/2023	Redmond Asset Management LLC	83,903	$685K	0.2%	-4.6%	0.025%
10/24/2023	Raymond James Financial Services Advisors Inc.	36,570	$299K	0.0%	+15.8%	0.011%
10/23/2023	Commonwealth Equity Services LLC	12,944	$106K	0.0%	+14.6%	0.004%
10/20/2023	Fenimore Asset Management Inc.	937,686	$7.66M	0.2%	+1.1%	0.279%
10/11/2023	Lincoln Capital LLC	278,623	$2.28M	0.6%	-16.3%	0.083%
10/10/2023	Confluence Investment Management LLC	446,838	$3.65M	0.1%	-6.1%	0.133%
9/21/2023	Barclays PLC	6,474	$61K	0.0%	+227.0%	0.002%
8/29/2023	Garde Capital Inc.	100,000	$936K	0.1%	N/A	0.030%
8/14/2023	Granahan Investment Management LLC	187,080	$1.75M	0.1%	-85.3%	0.056%
8/10/2023	GABELLI & Co INVESTMENT ADVISERS INC.	76,700	$718K	0.1%	N/A	0.023%
8/7/2023	Royce & Associates LP	475,000	$4.45M	0.0%	+5.6%	0.142%
7/31/2023	LPL Financial LLC	82,914	$776K	0.0%	+42.7%	0.025%
7/26/2023	Fenimore Asset Management Inc.	927,636	$8.68M	0.2%	+0.1%	0.277%
7/25/2023	Raymond James Financial Services Advisors Inc.	31,570	$295K	0.0%	+11.6%	0.009%
7/3/2023	Confluence Investment Management LLC	475,794	$4.45M	0.1%	-6.0%	0.142%
5/15/2023	Working Capital Advisors UK Ltd.	165,383	$1.45M	2.1%	N/A	0.049%
5/15/2023	Granahan Investment Management LLC	1,276,013	$11.15M	0.3%	-19.9%	0.382%
5/3/2023	Redmond Asset Management LLC	87,903	$768K	0.3%	-1.3%	0.026%
5/2/2023	Ieq Capital LLC	27,840	$243K	0.0%	-63.1%	0.008%
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4/27/2023	River Road Asset Management LLC	167,605	$1.47M	0.0%	-1.2%	0.050%
4/20/2023	Fenimore Asset Management Inc.	926,451	$8.10M	0.2%	+0.5%	0.277%
3/1/2023	Lakewood Asset Management LLC	7,571	$64K	0.1%	N/A	0.002%
2/14/2023	Caz Investments LP	30,000	$252K	0.5%	+100.0%	0.009%
2/14/2023	Granahan Investment Management LLC	1,593,408	$13.40M	0.4%	+14.9%	0.477%
2/13/2023	Neuberger Berman Group LLC	1,678,579	$14.12M	0.0%	N/A	0.502%
2/8/2023	Raymond James Financial Services Advisors Inc.	28,694	$241K	0.0%	N/A	0.009%
2/7/2023	Commonwealth Equity Services LLC	11,408	$95K	0.0%	-18.0%	0.003%
2/6/2023	Ieq Capital LLC	75,500	$635K	0.0%	N/A	0.023%
2/1/2023	River Road Asset Management LLC	169,718	$1.43M	0.0%	N/A	0.051%
1/31/2023	Cabot Wealth Management Inc.	10,863	$91K	0.0%	-93.9%	0.003%
1/17/2023	Fenimore Asset Management Inc.	921,712	$7.75M	0.2%	+15.3%	0.276%
1/4/2023	Confluence Investment Management LLC	506,963	$4.26M	0.1%	N/A	0.152%
10/26/2022	Lincoln Capital LLC	134,448	$1.21M	0.4%	+185.9%	0.040%
10/25/2022	Fenimore Asset Management Inc.	799,268	$7.19M	0.2%	+1.7%	0.240%
10/17/2022	Cambridge Investment Research Advisors Inc.	10,766	$97K	0.0%	N/A	0.003%
8/11/2022	CoreCap Advisors LLC	3,000	$34K	0.0%	N/A	0.001%
8/9/2022	Swiss National Bank	58,200	$669K	0.0%	N/A	0.017%
8/1/2022	Cabot Wealth Management Inc.	178,719	$2.05M	0.3%	N/A	0.054%
7/26/2022	Fenimore Asset Management Inc.	785,843	$9.03M	0.3%	+42.0%	0.236%
7/20/2022	Lincoln Capital LLC	47,033	$540K	0.2%	N/A	0.014%
5/16/2022	Granahan Investment Management LLC	1,285,499	$13.87M	0.3%	+1.1%	0.385%
5/13/2022	Caz Investments LP	10,000	$108K	0.1%	N/A	0.003%
5/12/2022	FJ Capital Management LLC	158,288	$1.71M	0.1%	-47.2%	0.047%
5/12/2022	Oppenheimer Asset Management Inc.	45,197	$488K	0.0%	+34.5%	0.014%
5/10/2022	B. Metzler seel. Sohn & Co. AG	36,120	$390K	0.0%	+34.1%	0.011%
5/5/2022	Royce & Associates LP	450,000	$4.86M	0.0%	+50.0%	0.135%
5/4/2022	Victory Capital Management Inc.	10,845	$103K	0.0%	N/A	0.003%
5/3/2022	Redmond Asset Management LLC	89,032	$961K	0.3%	+3.7%	0.027%
4/12/2022	Fenimore Asset Management Inc.	553,570	$5.97M	0.1%	N/A	0.166%
2/16/2022	Wasatch Advisors Inc.	6,800,919	$92.15M	0.4%	N/A	45.497%
2/10/2022	State Farm Mutual Automobile Insurance Co.	50,000,000	$709M	0.7%	N/A	334.493%
2/9/2022	Clear Perspectives Financial Planning LLC	6,000	$85K	0.0%	N/A	0.040%
2/8/2022	Bank of America Corp DE	1,501,250	$21.29M	0.0%	N/A	10.043%
2/7/2022	Royce & Associates LP	300,000	$4.25M	0.0%	N/A	2.007%
2/4/2022	Redmond Asset Management LLC	85,861	$1.22M	0.3%	N/A	0.574%
2/3/2022	Advisor Group Holdings Inc.	2,996	$43K	0.0%	N/A	0.020%
2/2/2022	Oppenheimer Asset Management Inc.	33,594	$476K	0.0%	N/A	0.225%
2/1/2022	Fifth Third Bancorp	2,490	$35K	0.0%	N/A	0.017%
1/31/2022	CWM LLC	1,970	$28K	0.0%	N/A	0.013%
1/31/2022	Commonwealth Equity Services LLC	12,168	$172K	0.0%	N/A	0.081%
1/21/2022	Huntington National Bank	4,382	$62K	0.0%	N/A	0.029%

(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, 31 institutional investors and hedge funds held shares of Hagerty. The most heavily invested institutionals were Vanguard Group Inc. ($18.56M), Neuberger Berman Group LLC ($14.12M), Fenimore Asset Management Inc. ($7.37M), Royce & Associates LP ($4.45M), Confluence Investment Management LLC ($3.78M), Lincoln Capital LLC ($2.59M), and Granahan Investment Management LLC ($1.75M).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 28 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), Confluence Investment Management LLC ($886.51K), Fenimore Asset Management Inc. ($391.72K), Granahan Investment Management LLC ($206.69K), Cabot Wealth Management Inc. ($178.72K), River Road Asset Management LLC ($169.72K), and Working Capital Advisors UK Ltd. ($165.38K).

How much institutional buying is happening at Hagerty?: Institutional investors have bought a total of 4,435,628 shares in the last 24 months. This purchase volume represents approximately $39.32M in transactions.
Which Hagerty major shareholders have been selling company stock?: Of the 11 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), Confluence Investment Management LLC ($76.21K), Lincoln Capital LLC ($54.07K), Ieq Capital LLC ($47.66K), 17 Capital Partners LLC ($25K), and Redmond Asset Management LLC ($21.90K).
How much institutional selling is happening at Hagerty?: Institutional investors have sold a total of 1,813,869 shares in the last 24 months. This volume of shares sold represents approximately $16.49M in transactions.