CONFLUENCE INVESTMENT MANAGEMENT LLC - HAGERTY INC ownership

HAGERTY INC's ticker is and the CUSIP is 405166109. A total of 75 filers reported holding HAGERTY INC in Q3 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.2%.

Quarter-by-quarter ownership
CONFLUENCE INVESTMENT MANAGEMENT LLC ownership history of HAGERTY INC
ValueSharesWeighting
Q3 2023$3,650,666
-18.0%
446,838
-6.1%
0.06%
-13.8%
Q2 2023$4,453,432
+0.6%
475,794
-6.0%
0.06%0.0%
Q1 2023$4,426,180
+103703.5%
506,428
-0.1%
0.06%
+1.6%
Q4 2022$4,264506,9630.06%
Other shareholders
HAGERTY INC shareholders Q3 2023
NameSharesValueWeighting ↓
Working Capital Advisors (UK) Ltd. 985,238$8,049,3945.42%
Greenhaven Road Investment Management, L.P. 2,043,402$166,9464.20%
Lincoln Capital LLC 278,623$2,276,3500.60%
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 50,000,000$408,500,0000.41%
Markel Corporation 3,000,000$24,510,0000.30%
Polar Capital Holdings Plc 4,581,705$37,432,5300.28%
Redmond Asset Management, LLC 83,903$685,4880.24%
CAZ INVESTMENTS LP 15,000$1230.22%
FENIMORE ASSET MANAGEMENT INC 937,686$7,660,8950.20%
Meixler Investment Management, Ltd. 19,725$161,1530.14%
View complete list of HAGERTY INC shareholders