Hagerty Inc.Preferred / convertible
13F holders, Q1 2024 (March 31)9holders
1famous investor
$1.95avg. 13F price*
At the end of Q1 2024, 9 institutions reported holding Hagerty Inc. in their 13F filings. The largest holders were Greenhaven Road Investment Management, L.P. ($3.0M), Aristeia Capital, L.L.C. ($2.0M) and Markel Group ($1.1M). One famous investor held it Tom Gayner ( of Markel Group's portfolio).
- Company
- Hagerty Inc.
- CUSIP
- 405166117
- Latest filing quarter
- Q2 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $517K |
| Exits | 1 | $131K |
Ownership 9 holders
| Greenhaven Road Investment Management, L.P. | — | Add +5.4% | 1,547,292 | $3.0M |
| Aristeia Capital, L.L.C. | — | No change | 1,046,768 | $2.0M |
| Markel Group | — | No change | 540,000 | $1.1M |
| Ionic Capital Management LLC | — | Reduce -44.3% | 236,888 | $462K |
| Cowen and Company, LLC | — | New | 137,472 | $268K |
| Lincoln Capital LLC | — | New | 127,820 | $249K |
| Wolverine Asset Management LLC | — | Add +135.4% | 46,665 | $91K |
| 17 Capital Partners, LLC | — | No change | 25,000 | $49K |
| Morgan Stanley | — | No change | 10,000 | $20K |
"% of holder's portfolio" is HAGERTY INC's weight in each manager's 13F, not the share of Hagerty Inc. the manager owns.