Steward Partners Investment Advisory, LLC - HAGERTY INC ownership

HAGERTY INC's ticker is and the CUSIP is 405166109. A total of 68 filers reported holding HAGERTY INC in Q2 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of HAGERTY INC
ValueSharesWeighting
Q2 2024$61,797
+36.6%
5,942
+20.2%
0.00%
Q1 2024$45,238
+20.3%
4,944
+2.5%
0.00%
-100.0%
Q4 2023$37,612
+22.1%
4,822
+27.9%
0.00%
Q3 2023$30,801
+102.9%
3,770
+132.4%
0.00%
Q2 2023$15,182
+29.2%
1,622
+20.6%
0.00%
Q1 2023$11,755
-17.1%
1,345
-20.3%
0.00%
Q4 2022$14,188
+609.4%
1,687
+864.0%
0.00%
Q3 2022$2,000
-66.7%
175
-65.0%
0.00%
Q2 2022$6,000
+20.0%
5000.0%0.00%
Q1 2022$5,000
-28.6%
5000.0%0.00%
Q4 2021$7,0005000.00%
Other shareholders
HAGERTY INC shareholders Q2 2023
NameSharesValueWeighting ↓
Greenhaven Road Investment Management, L.P. 646,690$7,430,0003.82%
17 CAPITAL PARTNERS, LLC 50,000$575,0000.73%
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 50,000,000$574,500,0000.66%
WASATCH ADVISORS LP 8,028,594$92,249,0000.58%
Granahan Investment Management 1,419,416$16,309,0000.56%
CAZ INVESTMENTS LP 15,000$172,0000.53%
Redmond Asset Management, LLC 89,422$1,027,0000.37%
CABOT WEALTH MANAGEMENT INC 178,719$2,053,0000.33%
FENIMORE ASSET MANAGEMENT INC 785,843$9,029,0000.26%
Lincoln Capital LLC 47,033$540,0000.15%
View complete list of HAGERTY INC shareholders