Q4 2023 13F Holders as of 12/31/2023
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Type / Class
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Equity / Class A common stock, par value $0.0001 per share
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Shares outstanding
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90.7M
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Number of holders
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3
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Total 13F shares, excl. options
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3.8M
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Shares change
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-50.6K
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Total reported value, excl. options
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$29.6M
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Value change
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-$395K
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Number of buys
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1
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Number of sells
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-2
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Price
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$7.80
Significant Holders of Hagerty, Inc. - Class A common stock, par value $0.0001 per share (HGTY) as of Q4 2023
3 filings reported holding HGTY - Hagerty, Inc. - Class A common stock, par value $0.0001 per share as of Q4 2023.
Hagerty, Inc. - Class A common stock, par value $0.0001 per share (HGTY) has 3 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.8M shares
of 90.7M outstanding shares and own 4.18% of the company stock.
Largest 10 shareholders include STATE FARM MUTUAL AUTOMOBILE INSURANCE CO (50M shares), Polar Capital Holdings Plc (4.93M shares), NEUBERGER BERMAN GROUP LLC (3.37M shares), MARKEL GROUP INC. (3M shares), VANGUARD GROUP INC (2.01M shares), Greenhaven Road Investment Management, L.P. (1.04M shares), FENIMORE ASSET MANAGEMENT INC (945K shares), ROYCE & ASSOCIATES LP (500K shares), BlackRock Inc. (460K shares), and CONFLUENCE INVESTMENT MANAGEMENT LLC (409K shares).
This table shows the top 3 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.