Hagerty Inc (HGTY)

Currency in USD
13.19
-0.43(-3.12%)
Real-time Data·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
21.74M21.36%295.89M
Other Institutional Investors
69.63M68.39%947.63M
Public Companies & Retail Investors
10.43M10.25%142.01M
Total
101.8M100.00%1.39B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
State Farm Mutual Automobile Insurance Company50.88%51,800,000704,998
Neuberger Berman Investment Advisers LLC8.57%8,721,368118,698
Polar Capital Holdings Plc5.89%6,000,00081,660
T. Rowe Price Group, Inc.5.54%5,640,48076,767
Markel-Gayner Asset Management Corporation3.05%3,108,00042,300
Greenhaven Road Investment Management, LP2.33%2,369,97832,255
Vanguard Capital Management, LLC2.07%2,102,39128,614
Pembroke Management Ltd.1.67%1,702,92623,177
Vanguard Portfolio Management, LLC1.60%1,630,97122,198
Lincoln Capital, LLC0.96%973,65113,251

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Polar Capital Funds plc - Global Insurance Fund5.22%5,319,02772,392
Neuberger Berman Equity Funds - Neuberger Berman Genesis Fund5.09%5,179,89270,498
Vanguard Index Funds - Vanguard Morningstar Total Stock Market ETF1.42%1,446,99719,694
T. Rowe Price Small-Cap Value Fund, Inc.1.41%1,431,49719,483
T. Rowe Price Small-Cap Stock Fund, Inc.1.30%1,323,24118,009
Vanguard Index Funds - Vanguard Morningstar Small-Cap ETF1.03%1,047,70614,259
T. Rowe Price Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund0.68%692,5109,425
Vanguard Index Funds - Vanguard Morningstar Small-Cap Growth ETF0.59%602,6238,202
Royce Small-Cap Trust, Inc.0.48%485,7006,610
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio0.45%460,6626,270
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