Hagerty Ownership | Who Owns Hagerty?
Hagerty Ownership Summary
Hagerty is owned by 76.70% institutional investors, 9.16% insiders, and 14.14% retail investors. State farm mutual automobile insurance is the largest institutional shareholder, holding 57.75% of HGTY shares. Polar Capital Global Ins A Inc is the top mutual fund, with 5.55% of its assets in Hagerty shares.
HGTY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hagerty | 76.70% | 9.16% | 14.14% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Property & Casualty Insurance Stocks | 52.55% | 13.48% | 33.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| State farm mutual automobile insurance | 51.80M | 57.75% | $499.87M |
| Polar capital | 5.00M | 5.91% | $52.00M |
| Neuberger berman group | 4.73M | 5.27% | $45.60M |
| Markel group | 3.11M | 3.47% | $29.99M |
| Vanguard group | 2.66M | 2.97% | $25.70M |
| Greenhaven road investment management | 1.24M | 1.38% | $11.93M |
| Pembroke management | 953.43K | 1.06% | $9.20M |
| Fenimore asset management | 950.52K | 1.06% | $9.17M |
| Royce & associates lp | 525.00K | 0.59% | $5.07M |
| Lincoln capital | 494.50K | 0.55% | $4.77M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenhaven road investment management | 1.24M | 1.91% | $11.93M |
| Pembroke management | 953.43K | 1.15% | $9.20M |
| Lincoln capital | 494.50K | 1.00% | $4.77M |
| State farm mutual automobile insurance | 51.80M | 0.46% | $499.87M |
| 17 capital partners | 55.00K | 0.34% | $530.75K |
| Polar capital | 5.00M | 0.31% | $52.00M |
| Markel group | 3.11M | 0.26% | $29.99M |
| Meixler investment management | 28.48K | 0.20% | $274.78K |
| Fenimore asset management | 950.52K | 0.19% | $9.17M |
| Gabelli & co investment advisers | 103.30K | 0.17% | $996.85K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pembroke management | 953.43K | 1.15% | 953.43K |
| Neuberger berman group | 4.73M | 0.04% | 483.32K |
| Markel group | 3.11M | 0.26% | 108.00K |
| Gabelli & co investment advisers | 103.30K | 0.17% | 103.30K |
| Raymond james financial | 91.07K | 0.00% | 91.07K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Greenhaven road investment management | 1.24M | 1.91% | -272.28K |
| Vanguard group | 2.66M | 0.00% | -202.03K |
| Morgan stanley | 51.13K | - | -90.23K |
| Millennium management | 42.85K | 0.00% | -69.78K |
| Redmond asset management | - | - | -59.95K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Pembroke management | 953.43K | 1.15% | 953.43K | $9.20M |
| Raymond james financial | 91.07K | 0.00% | 91.07K | $878.80K |
| Epoch investment partners | 56.68K | 0.00% | 56.68K | $546.99K |
| Raymond james & associates | 32.50K | 0.00% | 32.50K | $338.00K |
| Bank of new york mellon | 18.83K | - | 18.83K | $181.68K |
Sold Out
| Holder | Change |
|---|---|
| Farther finance advisors | -1.00 |
| Centerpoint advisors | -175.00 |
| Macquarie group | -533.00 |
| Visionpoint advisory group | -896.00 |
| Corecap advisors | -1.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 59 | -26.25% | 68,791,975 | -6.91% | 76 | 1.13% | 32 | -25.58% | 13 | -27.78% |
| Sep 30, 2024 | 79 | 6.76% | 73,800,820 | 3.86% | 82 | 1.20% | 44 | 29.41% | 18 | - |
| Jun 30, 2024 | 73 | -2.67% | 70,697,413 | 1.46% | 83 | 1.23% | 34 | 3.03% | 17 | -5.56% |
| Mar 31, 2024 | 75 | - | 69,679,031 | 0.65% | 82 | 1.23% | 33 | -17.50% | 18 | 5.88% |
| Dec 31, 2023 | 75 | 1.35% | 69,230,346 | -0.65% | 81 | 1.20% | 40 | 25.00% | 17 | -10.53% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Polar Capital Global Ins A Inc | 5.00M | 5.55% | - |
| Neuberger Berman Genesis Inv | 3.50M | 3.88% | 445.09K |
| Vanguard Total Stock Mkt Idx Inv | 989.36K | 1.10% | - |
| Vanguard Small Cap Index | 785.92K | 0.87% | -18.33K |
| Royce Small-Cap Trust | 485.70K | 0.54% | - |
| Royce Value Trust Inc | 485.70K | 0.54% | - |
| FAM Small Cap Investor | 441.20K | 0.49% | -288.05K |
| Vanguard Small Cap Growth Index Inv | 439.62K | 0.49% | -11.34K |
| Vanguard Institutional Extnd Mkt Idx Tr | 344.12K | 0.38% | - |
| BrighthouseII Neuberger Bermn Genesis A | 270.80K | 0.30% | 18.41K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 04, 2025 | Harris Laurie | - | Sell | $33.08K |
| Mar 28, 2025 | KAUFFMAN ROBERT I | - | Sell | $84.17K |
| Mar 31, 2025 | KAUFFMAN ROBERT I | - | Sell | $83.08K |
| Apr 01, 2025 | KAUFFMAN ROBERT I | - | Sell | $75.69K |
| Mar 25, 2025 | KAUFFMAN ROBERT I | - | Sell | $74.82K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | 2 | 60 |
| 2024 Q4 | - | 64 |
| 2024 Q3 | - | 64 |
| 2024 Q2 | - | 46 |
HGTY Ownership FAQ
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