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Get Institutions for : 
Hagerty, Inc (HGTY)  
$9.03 0.19 (2.15%) as of 4:30 Mon 5/13


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    4
Total shares held : 
68,721,478  
% of shares held : 
83.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
-477,035  
% of shares held change : 
  -0.58%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$8.14  
Last Quarter's Ending Price : 
$7.80  
Last Quarter's Average Price
$8.16  
Change from last quarter's     
avg. price to the last closing  : 
0.87 (10.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 116,230
 0.17%
 
Increased Positions :
29
 759,394
 1.11%
 
Unchanged Positions :
18
 53,185,569
 77.39%
 
Decreased Positions :
15
-240,950
-0.35%
 
Closed Positions :
13
-1,111,709
-1.62%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Point72 Asset Management L.P. 1319 *Closed 2023-12-31 0 $0 -2,902
   Quadrature Capital LTD 1095 *Closed 2023-12-31 0 $0 -18,031
   GRAND WEALTH MANAGEMENT LLC 73 *Closed 2024-03-31 0 $0 -24,234
   RHUMBLINE ADVISERS 4147 *Closed 2024-03-31 0 $0 -3,299
   ADVISORY SERVICES NETWORK, LLC 2807 *Closed 2024-03-31 0 $0 -2,674
   JANE STREET GROUP LLC 5658 *Closed 2023-12-31 0 $0 -23,230
   Ronald Blue Trust Inc. 2387 *Closed 2024-03-31 0 $0 -6,978
   TOWER RESEARCH CAPITAL LLC 6118 *Closed 2023-12-31 0 $0 -5,077
   HRT FINANCIAL LLC 2743 *Closed 2023-12-31 0 $0 -21,712
   Clear Perspectives Financial Planning LLC 204 *Closed 2023-03-31 0 $0 -6,000
   BANK OF NEW YORK MELLON CORP 4238 *Closed 2024-03-31 0 $0 -15,839
   ADIRONDACK RETIREMENT SPECIALISTS INC. 84 *Closed 2023-09-30 0 $0 -100
   OCCUDO QUANTITATIVE STRATEGIES LP 1237 *Closed 2023-12-31 0 $0 -10,367
   Working Capital Advisors (UK) Ltd. 4 *Closed 2023-12-31 0 $0 -985,238

  14 Records found
  1    
  Page 1 of 1
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