SEC 13F Intelligence

HAGERTY INC

CUSIP 405166117

Hagerty Inc has 8 institutional holders in Filings Flow’s 13F database, together reporting 3.61M shares worth $7M as of Q2 2024. The largest reported holders are Greenhaven Road Investment Management, L.P., Aristeia Capital, L.L.C., and Markel Group Inc..

Institutional Holders
8
Q2 2024
Reported Value
$7M
Ticker
unmapped
private placement or foreign
Quarters Tracked
11

Ownership Trend

Institutional holders
Q4 ’21: 14Q4 ’21Q1 ’22: 11Q2 ’22: 11Q2 ’22Q3 ’22: 12Q4 ’22: 10Q4 ’22Q1 ’23: 8Q2 ’23: 8Q2 ’23Q3 ’23: 7Q4 ’23: 8Q4 ’23Q1 ’24: 9Q2 ’24: 8Q2 ’24filingsflow.com
Total reported value
Q4 ’21: $18MQ4 ’21Q1 ’22: $16MQ2 ’22: $18MQ2 ’22Q3 ’22: $13MQ4 ’22: $11MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ2 ’24filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
Greenhaven Road Investment Management, L.P.$145M AUM1.56%$3M1.65MQ2 2024
ARISTEIA CAPITAL, L.L.C.$4.8B AUM0.05%$2M1.04MQ2 2024
MARKEL GROUP INC.$11.9B AUM0.01%$1M540.0KQ2 2024
Ionic Capital Management LLC$1.4B AUM0.10%$569,406277.8KQ2 2024
Lincoln Capital LLC$562M AUM0.06%$249,249127.8KQ1 2024OLDER
Verition Fund Management LLC$15.4B AUM0.00%$131,30579.6KQ4 2023OLDER
COWEN AND COMPANY, LLC$0 AUM0.00%$121,55659.3KQ2 2024
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$93,41445.6KQ2 2024
17 CAPITAL PARTNERS, LLC$194M AUM0.04%$48,75025.0KQ1 2024OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$29,46914.4KQ2 2024
UBS Group AG$666.3B AUM0.00%$800390Q2 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2024

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.