Aldel Financial Inc

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Aldel Financial Inc
TickerHGTY
CIK #0001840776
CUSIP405166109
SectorReal Estate & Construction - Blank Checks
Address105 S Maple Street, Itasca, IL 60143
Source [EDGAR]
CIK Filing 2011 - 2025
[0001840776] 10-K
[0001840776] 10-Q
[0001840776] 3
[0001840776] 4
[0001840776] 5
[0001840776] 8-K
[0001840776] D
[0001840776] SC 13D
[0001840776] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Neuberger Berman Group LLC Hagerty Inc [2025-02-04] 0.0
Polar Capital Holdings PLC Hagerty Inc [2024-11-13] 5.57
Wasatch Advisors Inc Hagerty Inc [2022-06-06] 10.5
Walton S Robson Hagerty Inc [2022-02-10] 3.23
Hagerty Holding Corp Hagerty Inc [2021-12-15] 52.8
State Farm Mutual Automobile Insurance Co Hagerty Inc [2021-12-10] 64.6
Markel Corp Hagerty Inc [2021-12-10] 49.8
Kauffman Robert I Aldel Financial Inc [2021-05-17] 18.2
Walton S Robson Aldel Financial Inc [2021-04-19] 8.3
Basso Capital Management LP Aldel Financial Inc [2021-04-14] 5.19
Form 3/4/5 Filer 2011 - 2025
Hagerty Holding Corp.
Hagerty, Inc.
Kauffman Robert I
Heaton Michael R
Delaney Kevin M
Briglia Jeffrey Edward
Kuczinski Anthony J
Harris Laurie
McClymont Patrick
Champagne Collette
Kay Sabrina
Crowley F. Michael
Hagerty McKeel
Page Russell Andrew
Salmi Mika
Swanson William H
Chafey Diana
Ahn Kenneth
Harbert Randall Houston
Rehrig Paul
State Farm Mutual Automobile Insurance Co
Markel Group Inc
Favour Charles John
Turcotte Frederick
Matthews Barbara E
Butcher John Carlisle
Angelina Michael E
Smith Kelly Edward
Tipsord Michael L.
Nearburg Charles E.
Friedman Martin S.
Aldel LLC
Aldel Investors LLC
Cerminara Kyle
Baqar Hassan
Form 13F Holdings
Firm Period DFND Voting Shares
State Farm Mutual Automobile Insurance Co [2025-06-30] SOLE 51,800,000 51,800,000
Neuberger Berman Group LLC [2025-06-30] DFND 5,460,521 5,557,427
Polar Capital Holdings Plc [2025-06-30] DFND 5,319,027 5,319,027
Markel Group Inc [2025-06-30] SOLE 3,108,000 3,108,000
Vanguard Group Inc [2025-06-30] SOLE 0 2,576,919
Greenhaven Road Investment Management LP [2025-06-30] SOLE 1,811,539 1,811,539
Pembroke Management Ltd [2025-06-30] SOLE 993,449 993,449
Lincoln Capital LLC [2025-06-30] SOLE 0 607,309
Royce & Associates LP [2025-06-30] SOLE 525,000 525,000
BlackRock, Inc. [2025-06-30] SOLE 449,646 469,511
Geode Capital Management LLC [2025-06-30] DFND 254,634 254,634
Scholtz & Company LLC [2025-06-30] SOLE 240,290 240,290
Confluence Investment Management LLC [2025-06-30] SOLE 221,030 221,030
Connor Clark & Lunn Investment Management Ltd [2025-06-30] SOLE 159,069 159,069
Citadel Advisors LLC [2025-06-30] DFND 153,836 153,836
State Street Corp [2025-06-30] DFND 134,242 138,254
Charles Schwab Investment Management Inc [2025-06-30] SOLE 136,105 136,105
Two Sigma Advisers LP [2025-06-30] SOLE 126,439 130,939
Renaissance Technologies LLC [2025-06-30] SOLE 123,168 123,168
UBS Group AG [2025-06-30] DFND 30,873 119,693
LPL Financial LLC [2025-06-30] SOLE 0 115,483
GABELLI & Co INVESTMENT ADVISERS, INC. [2025-06-30] SOLE 103,300 103,300
Two Sigma Investments LP [2025-06-30] SOLE 85,797 85,797
Northern Trust Corp [2025-06-30] DFND 82,558 82,558
Raymond James Financial Inc [2025-06-30] DFND 0 77,635
Dimensional Fund Advisors LP [2025-06-30] SOLE 76,914 77,131
Morgan Stanley [2025-06-30] DFND 57,563 74,973
Trexquant Investment LP [2025-06-30] SOLE 71,721 71,721
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME [2025-06-30] SOLE 35,397 61,366
Swiss National Bank [2025-06-30] SOLE 61,100 61,100
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