Who owns HAGERTY INC?
- Ticker: HGTY
- CUSIP Number: 405166109
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Analyze quarterly positions in Hagerty with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Hagerty stock
Who bought or sold HAGERTY INC this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Company | 52M | $624M | 0% | Sep 2025 |
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| Neuberger Berman Group | 8.0M | $97M | 45% | Sep 2025 |
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| Polar Capital Holdings | 5.8M | $70M | 9% | Sep 2025 |
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| T. Rowe Price Investment Management | 5.2M | $63M | 9491% | Sep 2025 |
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| Vanguard Group | 3.5M | $42M | 32% | Sep 2025 |
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| Markel Corporation | 3.1M | $38M | 0% | Sep 2025 |
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| Greenhaven Road Investment Management | 2.7M | $32M | 47% | Sep 2025 |
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| Pembroke Management | 2.3M | $27M | 128% | Sep 2025 |
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| Lincoln Capital | 787k | $9.4M | 30% | Sep 2025 |
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| BlackRock | 648k | $7.8M | 38% | Sep 2025 |
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| Royce & Associates | 525k | $6.3M | 0% | Sep 2025 |
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| FMR | 501k | $6.0M | 1924796% | Sep 2025 |
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| Geode Capital Management | 402k | $4.8M | 58% | Sep 2025 |
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| Scholtz & Company | 325k | $3.9M | 35% | Sep 2025 |
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| Garner Asset Management Corp | 282k | $3.4M | 100% | Sep 2025 |
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| Woodline Partners | 277k | $3.3M | 100% | Sep 2025 |
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| Confluence Investment Management | 253k | $3.0M | -10% | Sep 2025 |
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| UBS Group | 216k | $2.6M | 81% | Sep 2025 |
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| Charles Schwab Investment Management | 216k | $2.6M | 59% | Sep 2025 |
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| State Street Corporation | 200k | $2.4M | 45% | Sep 2025 |
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| Gillson Capital | 175k | $2.1M | 100% | Sep 2025 |
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| Oxford Financial | 170k | $2.0M | 100% | Sep 2025 |
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| Connor, Clark & Lunn Investment Management | 161k | $1.9M | 1% | Sep 2025 |
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| Dimensional Fund Advisors | 121k | $1.5M | 26% | Sep 2025 |
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| Renaissance Technologies | 118k | $1.4M | -4% | Sep 2025 |
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| Raymond James Financial | 115k | $1.4M | 48% | Sep 2025 |
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| Trexquant Investment | 112k | $1.4M | 57% | Sep 2025 |
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| LPL Financial | 112k | $1.3M | -3% | Sep 2025 |
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| Northern Trust | 105k | $1.3M | 27% | Sep 2025 |
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| Gabelli Securities | 103k | $1.2M | 0% | Sep 2025 |
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| Soros Fund Management | 103k | $1.2M | 100% | Sep 2025 |
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| Two Sigma Advisers | 95k | $1.1M | -27% | Sep 2025 |
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| TD Asset Management | 88k | $1.1M | 100% | Sep 2025 |
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| D. E. Shaw & Co | 80k | $967k | 36% | Sep 2025 |
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| Swiss National Bank | 77k | $923k | 25% | Sep 2025 |
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| Morgan Stanley | 75k | $758k | 100% | Jun 2025 |
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| Two Sigma Investments | 69k | $831k | -20% | Sep 2025 |
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| Palisade Capital Management | 62k | $747k | 100% | Sep 2025 |
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| Vident Advisory | 60k | $722k | 67% | Sep 2025 |
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| 17 Capital Partners | 55k | $662k | 0% | Sep 2025 |
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| Citadel Advisors | 53k | $633k | -66% | Sep 2025 |
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| Ubs Global Asset Management Americas | 45k | $544k | -49% | Sep 2025 |
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| California State Teachers Retirement System | 33k | $402k | 44% | Sep 2025 |
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| Royal Bank of Canada | 33k | $402k | 22% | Sep 2025 |
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| Legal & General Group | 30k | $359k | 25% | Sep 2025 |
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| Meixler Investment Management | 29k | $351k | -1% | Sep 2025 |
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| Barclays | 25k | $305k | -20% | Sep 2025 |
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| Corton Capital | 24k | $291k | -11% | Sep 2025 |
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| Bank of New York Mellon | 22k | $266k | 22% | Sep 2025 |
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| Hsbc Holdings | 22k | $256k | -13% | Sep 2025 |
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| Susquehanna International | 19k | $228k | -20% | Sep 2025 |
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| Goldstone Financial Group | 19k | $226k | 0% | Sep 2025 |
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| Painted Porch Advisors | 19k | $224k | 0% | Sep 2025 |
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| EntryPoint Capital | 19k | $224k | 100% | Sep 2025 |
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| Goldman Sachs Group | 19k | $223k | -51% | Sep 2025 |
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| Henderson Group | 15k | $180k | -72% | Sep 2025 |
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| MeadowBrook Investment Advisors | 15k | $178k | 0% | Sep 2025 |
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| Kingsview Wealth Management | 13k | $159k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 13k | $157k | 12% | Sep 2025 |
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| Schonfeld Strategic Advisors | 13k | $155k | 100% | Sep 2025 |
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| Arizona State Retirement System | 12k | $141k | 100% | Sep 2025 |
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| Klp Kapitalforvaltning As | 11k | $126k | 0% | Sep 2025 |
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| Group One Trading | 10k | $120k | 23% | Sep 2025 |
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| Caz Investments | 10k | $120k | 0% | Sep 2025 |
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| Globeflex Capital | 9.3k | $113k | 0% | Sep 2025 |
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| Zurcher Kantonalbank | 5.8k | $70k | 0% | Sep 2025 |
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| Advisor Group Holdings | 5.6k | $68k | 14% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 5.1k | $62k | 165% | Sep 2025 |
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| Ancora Advisors | 4.5k | $54k | -5% | Sep 2025 |
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| Deutsche Bank Aktiengesellschaft | 4.4k | $53k | 0% | Sep 2025 |
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| Huntington National Bank | 3.1k | $37k | 0% | Sep 2025 |
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| IFP Advisors | 3.1k | $37k | 2% | Sep 2025 |
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| EverSource Wealth Advisors | 1.5k | $18k | 52% | Sep 2025 |
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| Trust Co Of Vermont | 1.3k | $16k | 0% | Sep 2025 |
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| Hartland & Co | 1.1k | $14k | 100% | Sep 2025 |
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| Jennifer Ranahan | 1.0k | $12k | 0% | Sep 2025 |
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| Geneos Wealth Management | 1.0k | $12k | 0% | Sep 2025 |
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| Brian McDonald | 882.00 | $11k | -71% | Sep 2025 |
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| Jpmorgan Chase & Co | 714.00 | $8.6k | -97% | Sep 2025 |
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| Jones Financial Companies, L.L | 700.00 | $8.4k | 75% | Sep 2025 |
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| Bare Financial Services | 206.00 | $2.5k | 289% | Sep 2025 |
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| Aster Capital Management | 175.00 | $2.1k | 100% | Sep 2025 |
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| Union Bankshares | 150.00 | $1.8k | 0% | Sep 2025 |
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| Tower Research Capital | 131.00 | $1.6k | -81% | Sep 2025 |
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| Ronald Blue Trust | 105.00 | $1.3k | 0% | Sep 2025 |
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| Root Financial Partners | 100.00 | $1.2k | 100% | Sep 2025 |
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| Wells Fargo & Company | 100.00 | $1.2k | 0% | Sep 2025 |
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| Efficient Wealth Management | 50.00 | $0 | 100% | Sep 2025 |
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| Parallel Advisors | 34.00 | $408.999600 | 100% | Sep 2025 |
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| Parkworth Wealth Management | 30.00 | $303.000000 | 100% | Jun 2025 |
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| Hemington Wealth Management | 28.00 | $0 | 180% | Sep 2025 |
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| Fortitude Family Office | 7.00 | $84.000000 | 0% | Sep 2025 |
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| Bay Harbor Wealth Management | 3.00 | $36.000000 | 50% | Sep 2025 |
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| SJS Investment Consulting | 3.00 | $36.999900 | 100% | Sep 2025 |
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| Center for Financial Planning | 3.00 | $36.999900 | 0% | Sep 2025 |
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| HFM Investment Advisors | 2.00 | $24.000000 | 0% | Sep 2025 |
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| Cloud Capital Management | 2.00 | $0 | 100% | Sep 2025 |
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| Sontag Advisory | 1.00 | $12.000000 | 100% | Sep 2025 |
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| Rialto Wealth Management | 1.00 | $13.000000 | 0% | Sep 2025 |
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Who sold out of Hagerty?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Garde Capital | Mar 2025 | 104k | $940k |
| Millennium Management | Jun 2025 | 37k | $378k |
| Ameriprise Financial | Jun 2025 | 33k | $333k |
| Epoch Investment Partners | Jun 2025 | 29k | $290k |
| Marshall Wace | Jun 2025 | 22k | $227k |
| Ameritas Advisory Services | Jun 2025 | 200.00 | $2.0k |
| Sierra Ocean | Jun 2025 | 122.00 | $1.2k |
| SBI Securities | Jun 2025 | 1.00 | $10.000000 |