HAGERTY INC shareholder history

Current and past HAGERTY INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 330.00%0.00%0.00%Q1 2022Q3 202313
SUSQUEHANNA INTERNATIONAL GROUP, LLP 770.00%0.00%0.00%Q1 2022Q3 202311
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
ROYAL BANK OF CANADA 880.00%0.00%0.00%Q4 2021Q3 20238
BANK OF AMERICA CORP /DE/ 880.00%0.00%0.00%Q4 2021Q3 20238
WELLS FARGO & COMPANY/MN 880.00%0.00%0.00%Q4 2021Q3 20238
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 880.41%0.53%0.70%Q4 2021Q3 20238
Center for Financial Planning, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
Centerpoint Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
OSAIC HOLDINGS, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
Redmond Asset Management, LLC 880.24%0.29%0.37%Q4 2021Q3 20238
JNBA Financial Advisors 880.00%0.00%0.00%Q4 2021Q3 20238
ROYCE & ASSOCIATES LP 880.03%0.04%0.05%Q4 2021Q3 20238
Steward Partners Investment Advisory, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
MORGAN STANLEY 880.00%0.00%0.00%Q4 2021Q3 20238
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
COMMONWEALTH EQUITY SERVICES, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
VANGUARD GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
NewEdge Advisors, LLC 610.00%0.00%0.00%Q4 2021Q3 20237
NORTHERN TRUST CORP 770.00%0.00%0.00%Q1 2022Q3 20237
CITIGROUP INC 770.00%0.00%0.00%Q1 2022Q3 20237
FENIMORE ASSET MANAGEMENT INC 770.15%0.21%0.26%Q1 2022Q3 20237
PNC FINANCIAL SERVICES GROUP, INC. 770.00%0.00%0.00%Q4 2021Q2 20237
UBS Group AG 770.00%0.00%0.00%Q1 2022Q3 20237
CAZ INVESTMENTS LP 770.06%0.32%0.57%Q1 2022Q3 20237
STATE STREET CORP 770.00%0.00%0.00%Q1 2022Q3 20237
Granahan Investment Management 770.05%0.35%0.56%Q4 2021Q2 20237
GEODE CAPITAL MANAGEMENT, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SIMPLEX TRADING, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 770.00%0.00%0.00%Q1 2022Q3 20237
BlackRock Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
CREDIT SUISSE AG/ 660.00%0.00%0.00%Q2 2022Q3 20236
Lincoln Capital LLC 660.15%0.50%0.67%Q2 2022Q3 20236
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.00%Q2 2022Q3 20236
Greenhaven Road Investment Management, L.P. 663.82%4.69%5.41%Q2 2022Q3 20236
FIFTH THIRD BANCORP 660.00%0.00%0.00%Q4 2021Q1 20236
Swiss National Bank 660.00%0.00%0.00%Q2 2022Q3 20236
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 660.00%0.00%0.00%Q2 2022Q3 20236
JPMORGAN CHASE & CO 660.00%0.00%0.00%Q2 2022Q3 20236
WASATCH ADVISORS LP 660.04%0.30%0.58%Q4 2021Q1 20236
CWM, LLC 510.00%0.00%0.00%Q4 2021Q2 20236
Polar Capital Holdings Plc 660.07%0.22%0.30%Q2 2022Q3 20236
Legal & General Group Plc 660.00%0.00%0.00%Q2 2022Q3 20236
GOLDMAN SACHS GROUP INC 660.00%0.00%0.00%Q2 2022Q3 20236
Bank of New York Mellon Corp 550.00%0.00%0.00%Q3 2022Q3 20235
Cambridge Investment Research Advisors, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
Clear Perspectives Financial Planning, LLC 550.02%0.03%0.03%Q4 2021Q4 20225
Compass Wealth Management LLC 550.00%0.00%0.00%Q4 2022Q4 20235
OCCUDO QUANTITATIVE STRATEGIES LP 320.01%0.02%0.03%Q1 2022Q3 20235
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q4 2021Q3 20235
Register Financial Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
SEI INVESTMENTS CO 440.00%0.00%0.01%Q4 2021Q3 20224
OPPENHEIMER ASSET MANAGEMENT INC. 440.01%0.01%0.01%Q4 2021Q3 20224
Cubist Systematic Strategies, LLC 210.00%0.00%0.00%Q1 2022Q3 20234
CONFLUENCE INVESTMENT MANAGEMENT LLC 440.06%0.06%0.06%Q4 2022Q3 20234
B. Metzler seel. Sohn & Co. AG 440.01%0.01%0.01%Q4 2021Q3 20224
Neuberger Berman Group LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Renaissance Technologies 440.00%0.00%0.00%Q4 2022Q3 20234
LPL Financial LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Raymond James Financial Services Advisors, Inc. 440.00%0.00%0.00%Q4 2022Q3 20234
ADIRONDACK RETIREMENT SPECIALISTS, INC. 440.00%0.00%0.00%Q3 2022Q2 20234
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q2 2022Q3 20234
Penserra Capital Management LLC 330.00%0.00%0.00%Q4 2021Q2 20223
BARCLAYS PLC 330.00%0.00%0.00%Q1 2023Q3 20233
Schonfeld Strategic Advisors LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Working Capital Advisors (UK) Ltd. 332.06%4.61%6.36%Q1 2023Q3 20233
17 CAPITAL PARTNERS, LLC 330.56%0.64%0.73%Q1 2022Q3 20223
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q4 2021Q2 20223
CABOT WEALTH MANAGEMENT INC 330.02%0.20%0.33%Q2 2022Q4 20223
DEUTSCHE BANK AG\ 330.00%0.00%0.00%Q1 2023Q3 20233
JANUS HENDERSON GROUP PLC 330.00%0.00%0.00%Q1 2023Q3 20233
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
FMR LLC 210.00%0.00%0.00%Q2 2022Q3 20233
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
HRT FINANCIAL LP 110.00%0.00%0.01%Q1 2022Q3 20232
Markel Corporation 220.30%0.32%0.33%Q2 2023Q3 20232
FIRST MANHATTAN CO. LLC. 220.00%0.00%0.00%Q3 2022Q4 20222
Squarepoint Ops LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PRICE T ROWE ASSOCIATES INC /MD/ 220.00%0.00%0.00%Q4 2021Q1 20222
VICTORY CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q1 2022Q2 20222
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q1 2022Q4 20222
Freedom Investment Management, Inc. 220.01%0.02%0.02%Q4 2021Q1 20222
MARSHALL WACE, LLP 110.00%0.00%0.00%Q4 2022Q3 20232
River Road Asset Management, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
GRAND WEALTH MANAGEMENT, LLC 220.12%0.13%0.14%Q2 2023Q3 20232
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
FJ Capital Management LLC 220.14%0.25%0.35%Q4 2021Q1 20222
IEQ CAPITAL, LLC 220.01%0.01%0.02%Q4 2022Q1 20232
RAYMOND JAMES & ASSOCIATES 220.00%0.00%0.00%Q1 2022Q2 20222
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Prospera Financial Services Inc 220.00%0.00%0.00%Q1 2022Q2 20222
GABELLI & Co INVESTMENT ADVISERS, INC. 220.10%0.11%0.12%Q2 2023Q3 20232
Garde Capital, Inc. 220.07%0.07%0.08%Q2 2023Q3 20232
Zurcher Kantonalbank (Zurich Cantonalbank) 220.00%0.00%0.00%Q2 2023Q3 20232
GW&K Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
HARBOR CAPITAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
PDT Partners, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
TUDOR INVESTMENT CORP ET AL 110.01%0.01%0.01%Q4 2022Q4 20221
HSBC HOLDINGS PLC 110.00%0.00%0.00%Q3 2023Q3 20231
AQR Arbitrage LLC 110.02%0.02%0.02%Q4 2021Q4 20211
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2023Q2 20231
BNP PARIBAS FINANCIAL MARKETS 110.00%0.00%0.00%Q3 2022Q3 20221
Cutler Group LLC / CA 110.00%0.00%0.00%Q1 2022Q1 20221
Vident Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Quantbot Technologies LP 110.00%0.00%0.00%Q4 2022Q4 20221
Quadrature Capital Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Corton Capital Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q3 2023Q3 20231
Ergoteles LLC 110.02%0.02%0.02%Q2 2022Q2 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Glassman Wealth Services 110.00%0.00%0.00%Q2 2022Q2 20221
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
NEXT Financial Group, Inc 110.00%0.00%0.00%Q4 2021Q4 20211
EVERMAY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Meixler Investment Management, Ltd. 110.14%0.14%0.14%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.05%0.05%0.05%Q4 2022Q4 20221
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2023Q3 20231

This page lists all the filers that currently own HAGERTY INC or have owned HAGERTY INC in the past.