CABOT WEALTH MANAGEMENT INC - HAGERTY INC ownership

HAGERTY INC's ticker is and the CUSIP is 405166109. A total of 63 filers reported holding HAGERTY INC in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
CABOT WEALTH MANAGEMENT INC ownership history of HAGERTY INC
ValueSharesWeighting
Q4 2022$91
-100.0%
10,863
-93.9%
0.02%
-94.5%
Q3 2022$1,605,000
-21.8%
178,486
-0.1%
0.27%
-16.9%
Q2 2022$2,053,000178,7190.33%
Other shareholders
HAGERTY INC shareholders Q1 2023
NameSharesValueWeighting ↓
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 50,000,000$709,000,0000.70%
WASATCH ADVISORS LP 6,800,919$92,147,0000.38%
Granahan Investment Management 1,271,466$18,029,0000.37%
FJ Capital Management LLC 300,000$4,219,0000.35%
Redmond Asset Management, LLC 85,861$1,218,0000.34%
Clear Perspectives Financial Planning, LLC 6,000$85,0000.03%
ROYCE & ASSOCIATES LP 300,000$4,254,0000.03%
Freedom Investment Management, Inc. 22,849$324,0000.02%
AQR Arbitrage LLC 63,256$897,0000.02%
OPPENHEIMER ASSET MANAGEMENT INC. 33,594$476,0000.01%
View complete list of HAGERTY INC shareholders