Hagerty (HGTY) Institutional Ownership

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(As of 04/18/2024 ET)

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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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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
4/1/2024	Confluence Investment Management LLC	379,551	$3.47M	0.0%	N/A	0.113%
3/11/2024	Vanguard Group Inc.	2,006,961	$15.65M	0.0%	-0.9%	0.598%
3/1/2024	Goldman Sachs Group Inc.	20,479	$160K	0.0%	+18.9%	0.006%
2/16/2024	GSA Capital Partners LLP	23,285	$182K	0.0%	N/A	0.007%
2/15/2024	Barclays PLC	32,135	$250K	0.0%	+19.8%	0.010%
2/15/2024	Vanguard Group Inc.	2,006,961	$15.65M	0.0%	-0.9%	0.598%
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2/15/2024	Vident Advisory LLC	16,496	$129K	0.0%	+13.2%	0.005%
2/13/2024	Northern Trust Corp	71,257	$556K	0.0%	+22.7%	0.021%
2/13/2024	GABELLI & Co INVESTMENT ADVISERS INC.	103,300	$806K	0.2%	+34.7%	0.031%
2/13/2024	Goldman Sachs Group Inc.	20,479	$160K	0.0%	+18.9%	0.006%
2/12/2024	Redmond Asset Management LLC	69,285	$540K	0.2%	-17.4%	0.021%
2/12/2024	Hsbc Holdings PLC	27,196	$210K	0.0%	+8.6%	0.008%
2/9/2024	Neuberger Berman Group LLC	3,372,256	$26.30M	0.0%	-0.8%	1.005%
2/9/2024	UBS Group AG	26,016	$203K	0.0%	-78.0%	0.008%
2/6/2024	Charles Schwab Investment Management Inc.	142,098	$1.11M	0.0%	+13.3%	0.042%
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%
12/18/2023	Vanguard Group Inc.	2,024,167	$16.54M	0.0%	-1.0%	0.603%
11/21/2023	Comerica Bank	10,282	$84K	0.0%	N/A	0.003%
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%
11/14/2023	Tower Research Capital LLC TRC	5,077	$41K	0.0%	N/A	0.002%
11/13/2023	Northern Trust Corp	58,092	$475K	0.0%	-10.7%	0.017%
11/13/2023	LPL Financial LLC	95,106	$777K	0.0%	+14.7%	0.028%
11/13/2023	Hsbc Holdings PLC	25,038	$206K	0.0%	N/A	0.007%
11/9/2023	UBS Group AG	118,098	$965K	0.0%	-14.4%	0.035%
11/8/2023	Charles Schwab Investment Management Inc.	125,441	$1.03M	0.0%	-25.5%	0.037%
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%
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8/29/2023	Garde Capital Inc.	100,000	$936K	0.1%	N/A	0.030%
8/15/2023	Wells Fargo & Company MN	4,466	$42K	0.0%	+115.9%	0.001%
8/14/2023	State Street Corp	123,865	$1.16M	0.0%	+4.1%	0.037%
8/14/2023	Granahan Investment Management LLC	187,080	$1.75M	0.1%	-85.3%	0.056%
8/11/2023	Renaissance Technologies LLC	45,400	$425K	0.0%	+10.9%	0.014%
8/11/2023	Credit Suisse AG	26,414	$247K	0.0%	+62.5%	0.008%
8/11/2023	BlackRock Inc.	601,114	$5.63M	0.0%	+21.5%	0.179%
8/11/2023	Geode Capital Management LLC	311,125	$2.91M	0.0%	+13.0%	0.093%
8/11/2023	JPMorgan Chase & Co.	28,515	$267K	0.0%	+17.2%	0.009%
8/11/2023	Northern Trust Corp	65,068	$609K	0.0%	-8.8%	0.019%
8/10/2023	GABELLI & Co INVESTMENT ADVISERS INC.	76,700	$718K	0.1%	N/A	0.023%
8/10/2023	Charles Schwab Investment Management Inc.	168,307	$1.58M	0.0%	+2.1%	0.050%
8/7/2023	Royce & Associates LP	475,000	$4.45M	0.0%	+5.6%	0.142%
8/3/2023	Barclays PLC	6,474	$61K	0.0%	+227.0%	0.002%
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%
5/18/2023	JPMorgan Chase & Co.	24,338	$213K	0.0%	+66.0%	0.007%
5/16/2023	Susquehanna International Group LLP	20,235	$177K	0.0%	+2,101.8%	0.006%
5/16/2023	Geode Capital Management LLC	275,386	$2.41M	0.0%	+2.6%	0.082%
5/15/2023	Deutsche Bank AG	3,293	$29K	0.0%	N/A	0.001%
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%
5/12/2023	Renaissance Technologies LLC	40,942	$358K	0.0%	+61.8%	0.012%
5/12/2023	Wasatch Advisors LP	658,398	$5.75M	0.0%	-4.6%	0.197%
5/12/2023	Bank of America Corp DE	7,102	$62K	0.0%	+218.2%	0.002%
5/12/2023	UBS Group AG	111,501	$975K	0.0%	+1.0%	0.033%
5/12/2023	Charles Schwab Investment Management Inc.	164,809	$1.44M	0.0%	+1.9%	0.049%
5/10/2023	Swiss National Bank	53,900	$471K	0.0%	-7.4%	0.016%
5/9/2023	Bank of New York Mellon Corp	34,045	$298K	0.0%	-6.6%	0.010%
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%
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%
2/15/2023	Morgan Stanley	66,398	$558K	0.0%	-45.8%	0.020%
2/14/2023	Caz Investments LP	30,000	$252K	0.5%	+100.0%	0.009%
2/14/2023	Marshall Wace LLP	50,407	$424K	0.0%	N/A	0.015%
2/14/2023	Granahan Investment Management LLC	1,593,408	$13.40M	0.4%	+14.9%	0.477%
2/13/2023	Charles Schwab Investment Management Inc.	161,795	$1.36M	0.0%	+4.5%	0.048%
2/13/2023	Renaissance Technologies LLC	25,300	$213K	0.0%	N/A	0.008%
2/13/2023	Neuberger Berman Group LLC	1,678,579	$14.12M	0.0%	N/A	0.502%
2/13/2023	Geode Capital Management LLC	268,463	$2.26M	0.0%	+0.6%	0.080%
2/13/2023	JPMorgan Chase & Co.	14,665	$123K	0.0%	+23.9%	0.004%
2/8/2023	Raymond James Financial Services Advisors Inc.	28,694	$241K	0.0%	N/A	0.009%
2/8/2023	UBS Group AG	110,373	$928K	0.0%	+81.0%	0.033%
2/7/2023	Commonwealth Equity Services LLC	11,408	$95K	0.0%	-18.0%	0.003%
2/7/2023	LPL Financial LLC	30,562	$257K	0.0%	N/A	0.009%
2/6/2023	Ieq Capital LLC	75,500	$635K	0.0%	N/A	0.023%
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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%
12/8/2022	Bank of New York Mellon Corp	15,839	$142K	0.0%	N/A	0.005%
11/15/2022	State Street Corp	112,969	$1.02M	0.0%	+9.2%	0.034%
11/15/2022	Vanguard Group Inc.	1,987,616	$17.87M	0.0%	+46.2%	0.596%
11/15/2022	Bank of New York Mellon Corp	15,839	$142K	0.0%	N/A	0.005%
11/15/2022	BlackRock Inc.	495,697	$4.46M	0.0%	+1.5%	0.149%
11/15/2022	Commonwealth Equity Services LLC	13,908	$125K	0.0%	+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.

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

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Hagerty (HGTY) Institutional Ownership

HGTY Institutional Buying and Selling by Quarter

Hagerty Major Shareholders & Ownership History

HGTY Institutional Ownership - Frequently Asked Questions

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Hagerty (HGTY) Institutional Ownership

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

HGTY Institutional Buying and Selling by Quarter

Hagerty Major Shareholders & Ownership History

HGTY Institutional Ownership - Frequently Asked Questions