Who owns HAGERTY INC?

Tip: Access positions for across all investors

Analyze quarterly positions in Hagerty with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 $500M 0% Dec 2024
 View chart
Neuberger Berman Group 5.5M $49M 16% Mar 2025
 View chart
Polar Capital Holdings 5.0M $48M 0% Dec 2024
 View chart
Markel Corporation 3.1M $28M 0% Mar 2025
 View chart
Vanguard Group 2.6M $24M -1% Mar 2025
 View chart
Greenhaven Road Investment Management 1.4M $12M 10% Mar 2025
 View chart
Pembroke Management 953k $9.2M 100% Dec 2024
 View chart
Royce & Associates 525k $4.7M 0% Mar 2025
 View chart
Fenimore Asset Management 499k $4.5M -48% Mar 2025
 View chart
Lincoln Capital 495k $4.8M 7% Dec 2024
 View chart
BlackRock 472k $4.3M 2% Mar 2025
 View chart
Confluence Investment Management 316k $2.9M -6% Mar 2025
 View chart
Geode Capital Management 250k $2.3M 4% Mar 2025
 View chart
Citadel Advisors 174k $1.6M 102% Mar 2025
 View chart
Renaissance Technologies 149k $1.3M -23% Mar 2025
 View chart
Connor, Clark & Lunn Investment Management 143k $1.3M 4% Mar 2025
 View chart
State Street Corporation 138k $1.2M 0% Mar 2025
 View chart
Charles Schwab Investment Management 136k $1.2M -3% Mar 2025
 View chart
Two Sigma Advisers 135k $1.2M -1% Mar 2025
 View chart
LPL Financial 116k $1.0M 0% Mar 2025
 View chart
Garde Capital 104k $940k 0% Mar 2025
 View chart
Gabelli Securities 103k $934k 0% Mar 2025
 View chart
UBS Group 101k $911k 18% Mar 2025
 View chart
Trexquant Investment 97k $939k 100% Dec 2024
 View chart
Two Sigma Investments 97k $878k -17% Mar 2025
 View chart
Raymond James Financial 89k $805k -2% Mar 2025
 View chart
Northern Trust 82k $745k 0% Mar 2025
 View chart
Morgan Stanley 72k $697k 100% Dec 2024
 View chart
Ubs Global Asset Management Americas 64k $580k 0% Mar 2025
 View chart
Dimensional Fund Advisors 62k $599k 225% Dec 2024
 View chart
Swiss National Bank 61k $552k 15% Mar 2025
 View chart
17 Capital Partners 55k $497k 0% Mar 2025
 View chart
Henderson Group 53k $473k -7% Mar 2025
 View chart
Vident Advisory 44k $400k -36% Mar 2025
 View chart
Goldman Sachs Group 37k $338k 25% Mar 2025
 View chart
Ameriprise Financial 35k $313k 7% Mar 2025
 View chart
Barclays 32k $288k 3% Mar 2025
 View chart
Royal Bank of Canada 30k $273k -2% Mar 2025
 View chart
Meixler Investment Management 29k $263k 2% Mar 2025
 View chart
Epoch Investment Partners 29k $260k -49% Mar 2025
 View chart
Susquehanna International 25k $245k 14% Dec 2024
 View chart
Legal & General Group 25k $227k 0% Mar 2025
 View chart
Hsbc Holdings 25k $226k -2% Mar 2025
 View chart
California State Teachers Retirement System 23k $224k 3% Dec 2024
 View chart
Jpmorgan Chase & Co 23k $206k -22% Mar 2025
 View chart
D. E. Shaw & Co 23k $204k -23% Mar 2025
 View chart
Millennium Management 22k $201k -48% Mar 2025
 View chart
PDT Partners 20k $183k -25% Mar 2025
 View chart
Goldstone Financial Group 19k $169k 0% Mar 2025
 View chart
Bank of New York Mellon 19k $168k -1% Mar 2025
 View chart
Zurcher Kantonalbank 16k $146k 0% Mar 2025
 View chart
MeadowBrook Investment Advisors 15k $138k 0% Mar 2025
 View chart
Virtu Financial 12k $108k 100% Mar 2025
 View chart
Ing Investment Management 11k $104k 100% Dec 2024
 View chart
Steward Partners Investment Advisory 10k $100k 36% Dec 2024
 View chart
Universal- Beteiligungs- und Servicegesellschaft mbH 10k $93k 100% Mar 2025
 View chart
Caz Investments 10k $97k -60% Dec 2024
 View chart
Globeflex Capital 9.3k $85k 0% Mar 2025
 View chart
Ancora Advisors 4.7k $46k 100% Dec 2024
 View chart
Bank of America Corporation 3.8k $36k -1% Dec 2024
 View chart
Citigroup 3.7k $34k 172% Mar 2025
 View chart
Huntington National Bank 3.1k $28k 0% Mar 2025
 View chart
Brian McDonald 3.1k $28k -70% Mar 2025
 View chart
Trust Co Of Vermont 1.3k $12k 0% Mar 2025
 View chart
Center for Financial Planning 1.3k $12k 0% Mar 2025
 View chart
EverSource Wealth Advisors 1.2k $11k 18% Mar 2025
 View chart
Compass Wealth Management 1.2k $11k 606% Mar 2025
 View chart
Ronald Blue Trust 1.1k $10k 0% Mar 2025
 View chart
Jennifer Ranahan 1.0k $9.0k 0% Mar 2025
 View chart
Geneos Wealth Management 1.0k $9.0k 0% Mar 2025
 View chart
Deutsche Bank Aktiengesellschaft 893.00 $8.1k 0% Mar 2025
 View chart
Mountain Hill Investment Partners Corp. 800.00 $7.2k 0% Mar 2025
 View chart
Bnp Paribas Arbitrage, Snc 400.00 $3.6k -95% Mar 2025
 View chart
Jones Financial Companies, L.L 400.00 $3.6k 0% Mar 2025
 View chart
Advisor Group Holdings 200.00 $1.8k 300% Mar 2025
 View chart
Tower Research Capital 200.00 $1.9k -89% Dec 2024
 View chart
Princeton Global Asset Management 150.00 $1.4k -50% Mar 2025
 View chart
Sandy Spring Bank 150.00 $1.4k 0% Mar 2025
 View chart
Sierra Ocean 122.00 $1.1k 0% Mar 2025
 View chart
Coldstream Capital Management 56.00 $507.001600 100% Mar 2025
 View chart
FMR 26.00 $235.001000 -96% Mar 2025
 View chart
Hemington Wealth Management 8.00 $0 100% Mar 2025
 View chart
Global Financial Private Client 4.00 $36.000000 300% Mar 2025
 View chart
Bay Harbor Wealth Management 1.00 $9.000000 100% Mar 2025
 View chart
HFM Investment Advisors 1.00 $10.000000 100% Mar 2025
 View chart

Who sold out of Hagerty?

Fund or Company Name Date Sold Shares Held Valued At
Redmond Asset Management Sep 2024 60k $610k
Jane Street Dec 2024 24k $230k
Lakewood Asset Management Dec 2024 19k $180k
Goss Wealth Management Sep 2024 16k $165k
Cubist Systematic Strategies Dec 2024 13k $127k
XTX Topco Dec 2024 12k $119k
North Star Investment Management Dec 2024 10k $97k
Simplex Trading Dec 2024 2.2k $21k
Wells Fargo & Company Dec 2024 52.00 $501.997600
Farther Finance Advisors Dec 2024 1.00 $10.000000