Hagerty (HGTY) Institutional Ownership → The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad) Free HGTY Stock Alerts $8.66 +0.09 (+1.05%) (As of 05/17/2024 ET) Add Compare Share Share OwnershipStock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaStock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial Media Institutional Ownership Changes (13F Filings) for Hagerty (NYSE:HGTY)CurrentInstitutional OwnershipPercentage20.51%Number ofInstitutional Buyers(last 12 months)18TotalInstitutional Inflows(last 12 months)$7.72MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$11.41M Get HGTY Insider Trade Alerts Want to know when executives and insiders are buying or selling Hagerty stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data HGTY Institutional Buying and Selling by Quarter Ad Crypto 101 MediaThe Overlooked Retirement Asset You Probably Don’t Own4 out of 5 Americans believe we’re on the brink of a retirement crisis. Luckily, in these unprecedented times, we have an unprecedented solution. Once considered a “fringe” investment, the crypto market is now taking the world by storm.Click here to access the Crypto Retirement Blueprint now. Hagerty Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2024 Janus Henderson Group PLC62,079$568K0.0%-7.1%0.018% 5/10/2024 Vanguard Group Inc.2,028,292$18.56M0.0%+1.1%0.604% 5/7/2024 Redmond Asset Management LLC67,141$614K0.2%-3.1%0.020% 5/7/2024 Meixler Investment Management Ltd.24,325$223K0.2%+21.2%0.007% 4/1/2024 Confluence Investment Management LLC379,551$3.47M0.0%N/A0.113% 2/13/2024 GABELLI & Co INVESTMENT ADVISERS INC.103,300$806K0.2%+34.7%0.031% Get the Latest News and Ratings for HGTY and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Hagerty and its competitors with MarketBeat's FREE daily newsletter. 2/12/2024 Redmond Asset Management LLC69,285$540K0.2%-17.4%0.021% 2/6/2024 MeadowBrook Investment Advisors LLC16,920$132K0.1%N/A0.005% 2/6/2024 Swiss National Bank50,000$390K0.0%-10.2%0.015% 1/23/2024 Fenimore Asset Management Inc.945,286$7.37M0.2%+0.8%0.282% 1/18/2024 Blue Trust Inc.6,978$57K0.0%N/A0.002% 1/11/2024 Lincoln Capital LLC328,763$2.59M0.6%+18.0%0.098% 11/14/2023 Quadrature Capital Ltd18,031$147K0.0%N/A0.005% 11/14/2023 Corton Capital Inc.16,313$133K0.1%N/A0.005% 11/13/2023 Hsbc Holdings PLC25,038$206K0.0%N/A0.007% 11/8/2023 Swiss National Bank55,700$455K0.0%+3.3%0.017% 11/7/2023 Barclays PLC26,815$219K0.0%+314.2%0.008% 11/7/2023 Meixler Investment Management Ltd.19,725$161K0.1%N/A0.006% 10/24/2023 Redmond Asset Management LLC83,903$685K0.2%-4.6%0.025% 10/24/2023 Raymond James Financial Services Advisors Inc.36,570$299K0.0%+15.8%0.011% 10/23/2023Commonwealth Equity Services LLC12,944$106K0.0%+14.6%0.004% 10/20/2023 Fenimore Asset Management Inc.937,686$7.66M0.2%+1.1%0.279% 10/11/2023 Lincoln Capital LLC278,623$2.28M0.6%-16.3%0.083% 10/10/2023 Confluence Investment Management LLC446,838$3.65M0.1%-6.1%0.133% 9/21/2023 Barclays PLC6,474$61K0.0%+227.0%0.002% 8/29/2023Garde Capital Inc.100,000$936K0.1%N/A0.030% 8/14/2023 Granahan Investment Management LLC187,080$1.75M0.1%-85.3%0.056% 8/10/2023 GABELLI & Co INVESTMENT ADVISERS INC.76,700$718K0.1%N/A0.023% 8/7/2023 Royce & Associates LP475,000$4.45M0.0%+5.6%0.142% 7/31/2023 LPL Financial LLC82,914$776K0.0%+42.7%0.025% 7/26/2023 Fenimore Asset Management Inc.927,636$8.68M0.2%+0.1%0.277% 7/25/2023 Raymond James Financial Services Advisors Inc.31,570$295K0.0%+11.6%0.009% 7/3/2023 Confluence Investment Management LLC475,794$4.45M0.1%-6.0%0.142% 5/15/2023 Working Capital Advisors UK Ltd.165,383$1.45M2.1%N/A0.049% 5/15/2023 Granahan Investment Management LLC1,276,013$11.15M0.3%-19.9%0.382% 5/3/2023 Redmond Asset Management LLC87,903$768K0.3%-1.3%0.026% 5/2/2023 Ieq Capital LLC27,840$243K0.0%-63.1%0.008% 4/27/2023 River Road Asset Management LLC167,605$1.47M0.0%-1.2%0.050% 4/20/2023 Fenimore Asset Management Inc.926,451$8.10M0.2%+0.5%0.277% 3/1/2023 Lakewood Asset Management LLC7,571$64K0.1%N/A0.002% The Overlooked Retirement Asset You Probably Don’t Own (Ad)4 out of 5 Americans believe we’re on the brink of a retirement crisis. Luckily, in these unprecedented times, we have an unprecedented solution. Once considered a “fringe” investment, the crypto market is now taking the world by storm.Click here to access the Crypto Retirement Blueprint now.2/14/2023 Caz Investments LP30,000$252K0.5%+100.0%0.009% 2/14/2023 Granahan Investment Management LLC1,593,408$13.40M0.4%+14.9%0.477% 2/13/2023 Neuberger Berman Group LLC1,678,579$14.12M0.0%N/A0.502% 2/8/2023 Raymond James Financial Services Advisors Inc.28,694$241K0.0%N/A0.009% 2/7/2023Commonwealth Equity Services LLC11,408$95K0.0%-18.0%0.003% 2/6/2023 Ieq Capital LLC75,500$635K0.0%N/A0.023% 2/1/2023 River Road Asset Management LLC169,718$1.43M0.0%N/A0.051% 1/31/2023 Cabot Wealth Management Inc.10,863$91K0.0%-93.9%0.003% 1/17/2023 Fenimore Asset Management Inc.921,712$7.75M0.2%+15.3%0.276% 1/4/2023 Confluence Investment Management LLC506,963$4.26M0.1%N/A0.152% 10/26/2022 Lincoln Capital LLC134,448$1.21M0.4%+185.9%0.040% 10/25/2022 Fenimore Asset Management Inc.799,268$7.19M0.2%+1.7%0.240% 10/17/2022 Cambridge Investment Research Advisors Inc.10,766$97K0.0%N/A0.003% 8/11/2022CoreCap Advisors LLC3,000$34K0.0%N/A0.001% 8/9/2022 Swiss National Bank58,200$669K0.0%N/A0.017% 8/1/2022 Cabot Wealth Management Inc.178,719$2.05M0.3%N/A0.054% 7/26/2022 Fenimore Asset Management Inc.785,843$9.03M0.3%+42.0%0.236% 7/20/2022 Lincoln Capital LLC47,033$540K0.2%N/A0.014% 5/16/2022 Granahan Investment Management LLC1,285,499$13.87M0.3%+1.1%0.385% 5/13/2022 Caz Investments LP10,000$108K0.1%N/A0.003% 5/12/2022 FJ Capital Management LLC158,288$1.71M0.1%-47.2%0.047% 5/12/2022 Oppenheimer Asset Management Inc.45,197$488K0.0%+34.5%0.014% 5/10/2022 B. Metzler seel. Sohn & Co. AG36,120$390K0.0%+34.1%0.011% 5/5/2022 Royce & Associates LP450,000$4.86M0.0%+50.0%0.135% 5/4/2022 Victory Capital Management Inc.10,845$103K0.0%N/A0.003% 5/3/2022 Redmond Asset Management LLC89,032$961K0.3%+3.7%0.027% 4/12/2022 Fenimore Asset Management Inc.553,570$5.97M0.1%N/A0.166% 2/16/2022 Wasatch Advisors Inc.6,800,919$92.15M0.4%N/A45.497% 2/10/2022 State Farm Mutual Automobile Insurance Co.50,000,000$709M0.7%N/A334.493% 2/9/2022Clear Perspectives Financial Planning LLC6,000$85K0.0%N/A0.040% 2/8/2022 Bank of America Corp DE1,501,250$21.29M0.0%N/A10.043% 2/7/2022 Royce & Associates LP300,000$4.25M0.0%N/A2.007% 2/4/2022 Redmond Asset Management LLC85,861$1.22M0.3%N/A0.574% 2/3/2022 Advisor Group Holdings Inc.2,996$43K0.0%N/A0.020% 2/2/2022 Oppenheimer Asset Management Inc.33,594$476K0.0%N/A0.225% 2/1/2022 Fifth Third Bancorp2,490$35K0.0%N/A0.017% 1/31/2022 CWM LLC1,970$28K0.0%N/A0.013% 1/31/2022Commonwealth Equity Services LLC12,168$172K0.0%N/A0.081% 1/21/2022 Huntington National Bank4,382$62K0.0%N/A0.029% (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, 30 institutional investors and hedge funds held shares of Hagerty. The most heavily invested institutionals were Vanguard Group Inc. ($18.56M), Neuberger Berman Group LLC ($14.12M), Fenimore Asset Management Inc. ($7.37M), Royce & Associates LP ($4.45M), Confluence Investment Management LLC ($3.47M), Lincoln Capital LLC ($2.59M), and Granahan Investment Management LLC ($1.75M).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 28 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), Confluence Investment Management LLC ($886.51K), Fenimore Asset Management Inc. ($391.72K), Granahan Investment Management LLC ($206.69K), Lincoln Capital LLC ($184.59K), Cabot Wealth Management Inc. ($178.72K), and River Road Asset Management LLC ($169.72K). How much institutional buying is happening at Hagerty? Institutional investors have bought a total of 4,478,877 shares in the last 24 months. This purchase volume represents approximately $39.82M in transactions. Which Hagerty major shareholders have been selling company stock? Of the 10 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), Confluence Investment Management LLC ($59.59K), Lincoln Capital LLC ($54.07K), Ieq Capital LLC ($47.66K), Redmond Asset Management LLC ($21.90K), and Swiss National Bank ($5.70K). How much institutional selling is happening at Hagerty? Institutional investors have sold a total of 1,772,254 shares in the last 24 months. This volume of shares sold represents approximately $16.06M in transactions. Related Companies: KSS Institutional Ownership ACVA Institutional Ownership EAT Institutional Ownership BOOT Institutional Ownership TRIP Institutional Ownership PSMT Institutional Ownership RUSHB Institutional Ownership TGLS Institutional Ownership RUSHA Institutional Ownership JWN Institutional Ownership This page (NYSE:HGTY) was last updated on 5/18/2024 by MarketBeat.com Staff From Our PartnersShocking $16T Elon Musk Crypto LeakCrypto 101 MediaObama’s Forever Term [exposed]Porter & CompanyCEO of Biggest AI Chipmaker Just Dropped a Bombshell…Banyan Hill PublishingA once-in-a-century investment opportunityStansberry ResearchMost important medical advance in 100 yearsThe Oxford ClubMake this ONE trade on Tuesday at 2 p.m. EST!Monument Traders AllianceForget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THISParadigm Press[URGENT] DO NOT Touch These AI Stocks!Weiss Ratings Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Hagerty, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.