CHARLES SCHWAB INVESTMENT MANAGEMENT INC - 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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC ownership history of HAGERTY INC
ValueSharesWeighting
Q3 2023$1,024,853
-34.9%
125,441
-25.5%
0.00%
Q2 2023$1,575,354
+9.4%
168,307
+2.1%
0.00%
Q1 2023$1,440,431
+5.9%
164,809
+1.9%
0.00%
Q4 2022$1,360,696
-2.2%
161,795
+4.5%
0.00%
Q3 2022$1,392,000
-8.7%
154,824
+16.7%
0.00%
-100.0%
Q2 2022$1,525,000
+2.9%
132,711
-3.3%
0.00%
Q1 2022$1,482,000137,3030.00%
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