Who Owns HGTY?

Hagerty, Inc. — Institutional Ownership & 13F Holdings

$10.76

+0.06 (+0.56%)

Market Cap

$3.7B

Shares Outstanding

342,618,675

Institutional Holders

86

Total Inst. Value

$674.6M

% of Float Held

23.8%

QoQ Holder Change

+25

Institutional data as of Q1 2025

New Positions

14

Closed Positions

10

Increased

21

Decreased

28

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$468.3M51,800,000
2Neuberger Berman Group LLC$49.4M5,468,793
3Polar Capital Holdings Plc$45.2M5,000,000
4MARKEL GROUP INC.$28.1M3,108,000
5VANGUARD GROUP INC$23.8M2,633,193
6Greenhaven Road Investment Management, L.P.$12.3M1,360,506
7Pembroke Management, LTD$8.5M937,700
8ROYCE & ASSOCIATES LP$4.7M525,000
9FENIMORE ASSET MANAGEMENT INC$4.5M498,986
10BlackRock, Inc.$4.3M471,599

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Frequently Asked Questions

How many institutional investors hold HGTY?

As of Q1 2025, 86 institutional investors report holding HGTY (Hagerty, Inc.) in their 13F filings.

What percentage of Hagerty, Inc. is owned by institutions?

Institutional investors hold approximately 23.8% of Hagerty, Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most HGTY?

The largest institutional holder of HGTY is STATE FARM MUTUAL AUTOMOBILE INSURANCE CO with $468.3M in shares.

Are institutions buying or selling HGTY?

This quarter, 14 institutions opened new positions in HGTY and 10 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.