Who Owns Hagerty Stock?
NYSE: HGTYFinanceSpecialty InsurersUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 101.61%
- Institutions (% of float)
- 105.81%
- Held by insiders
- 3.98%
- Institutional holders
- 172
- Institutions 96.0%
- Insiders 4.0%
- Public and other 0.0%
Who owns Hagerty stock?
Institutional investors own about 101.6% of Hagerty's shares, spread across 172 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 3.98% of HGTY.
The largest institutional holders are State Farm Mutual Automobile Insurance Co (50.75%), Neuberger Berman Group, LLC (9.34%) and T. Rowe Price Investment Management, Inc. (5.97%). Together, the top 10 institutions control 84.6% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their HGTY positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of HGTY
| Institution | Shares | % Held | Change |
|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 51.80M | 50.75% | 0.0% |
| Neuberger Berman Group, LLC | 9.53M | 9.34% | +9.3% |
| T. Rowe Price Investment Management, Inc. | 6.09M | 5.97% | +8.0% |
| Polar Capital Holdings PLC | 6.00M | 5.88% | 0.0% |
| Pembroke Management, LTD | 3.41M | 3.34% | +96.0% |
| Markel Group Inc | 3.11M | 3.04% | 0.0% |
| Vanguard Capital Management LLC | 1.93M | 1.89% | +3.3% |
| Greenhaven Road Investment Management, L.p. | 1.87M | 1.83% | -21.3% |
| Vanguard Portfolio Management LLC | 1.65M | 1.62% | +1.2% |
| Lincoln Capital LLC | 973.65K | 0.95% | +2.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of HGTY
| Fund | Shares | % Held |
|---|---|---|
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund | 5.18M | 5.07% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.45M | 1.42% |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1.43M | 1.40% |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 1.32M | 1.30% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.05M | 1.03% |
| TR PRICE-Price (T.Rowe) U.S. Small-Cap Value Equity Trust | 930.91K | 0.91% |
| T. Rowe Price Eqy. Fd.s, Inc.-T. Rowe Price Inst. Small-Cap Stock Fd. | 692.51K | 0.68% |
| TR PRICE-Price (T.Rowe) U.S. Small-Cap Core Equity Trust | 621.85K | 0.61% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund | 602.62K | 0.59% |
| Brighthouse Funds Trust II-Neuberger Berman Genesis Portfolio | 527.74K | 0.52% |
Frequently asked questions
Who is the largest shareholder of Hagerty?
State Farm Mutual Automobile Insurance Co is the largest institutional shareholder of HGTY, owning 50.75% of shares outstanding (51.80M shares) as of its latest 13F filing.
What percentage of Hagerty is owned by institutions?
Institutions own about 101.6% of HGTY shares and 105.8% of the public float.
How much of Hagerty do insiders own?
Insiders, such as officers and directors, own about 3.98% of HGTY shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.