Hagerty, Inc.
HGTY- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001840776
In the last 90 days, Hagerty, Inc. insiders filed 0 open-market purchases and 3 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.12B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Hagerty, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 126
- +11 vs. Q1 2026
- Shares held
- 93.9M
- +3.22M (+3.6%) vs. Q1 2026
- Total value
- $1.12B
- +$163.3M (+17.1%) vs. Q1 2026
- New holders
- 20
- 46 more added
- Sold out
- 9
- 33 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HGTY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 126 | $1.12B |
| Q1 2026 | 117 | $955.2M |
| Q4 2025 | 116 | $1.22B |
| Q3 2025 | 98 | $1.08B |
| Q2 2025 | 89 | $769.5M |
| Q1 2025 | 88 | $685.3M |
| Q4 2024 | 90 | $725.6M |
| Q3 2024 | 79 | $751.8M |
| Q2 2024 | 74 | $739.3M |
| Q1 2024 | 76 | $640.6M |
| Q4 2023 | 73 | $541.4M |
| Q3 2023 | 74 | $561.2M |
| Q2 2023 | 67 | $644.2M |
| Q1 2023 | 62 | $571.2M |
| Q4 2022 | 68 | $554.4M |
| Q3 2022 | 57 | $603.5M |
| Q2 2022 | 61 | $757.7M |
| Q1 2022 | 50 | $686.2M |
| Q4 2021 | 37 | $895.7M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $617.5M | 0.42% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 9,528,505 | $113.6M | 0.08% | +807,137+9.3% | Added |
| T. Rowe Price Investment Management, Inc. | 6,088,981 | $72.6M | 0.05% | +448,501+8.0% | Added |
| Polar Capital Holdings Plc | 6,000,000 | $71.5M | 0.20% | 00.0% | Unchanged |
| Pembroke Management, LTD | 3,405,852 | $40.6M | 2.88% | +1,667,846+96.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $35.9M | 0.27% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 1,928,492 | $23.0M | 0.00% | +60,919+3.3% | Added |
| Greenhaven Road Investment Management, L.P. | 1,865,430 | $22.2M | 14.44% | −504,548−21.3% | Reduced |
| Vanguard Portfolio Management LLC | 1,650,329 | $19.7M | 0.00% | +19,358+1.2% | Added |
| Lincoln Capital LLC | 973,651 | $11.6M | 2.07% | +22,999+2.4% | Added |
| BlackRock, Inc. | 718,484 | $8.56M | 0.00% | +28,391+4.1% | Added |
| Royce & Associates LP | 525,000 | $6.26M | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 446,889 | $5.33M | 0.00% | +28,082+6.7% | Added |
| Dimensional Fund Advisors LP | 374,615 | $4.47M | 0.00% | +103,269+38.1% | Added |
| First Trust Advisors LP | 335,852 | $4.00M | 0.00% | +335,852 | New |
| Scholtz & Company, LLC | 308,405 | $3.68M | 1.84% | −17,100−5.3% | Reduced |
| Morgan Stanley | 307,146 | $3.66M | 0.00% | +9,994+3.4% | Added |
| Gillson Capital LP | 276,949 | $3.30M | 0.19% | +74,937+37.1% | Added |
| State Street Corp | 264,359 | $3.15M | 0.00% | +30,571+13.1% | Added |
| Vanguard Fiduciary Trust Co | 238,881 | $2.85M | 0.00% | +4,063+1.7% | Added |
| Brown Advisory Inc | 218,000 | $2.60M | 0.00% | +109,000+100.0% | Added |
| Charles Schwab Investment Management Inc | 213,947 | $2.55M | 0.00% | −3,575−1.6% | Reduced |
| Woodline Partners LP | 212,918 | $2.54M | 0.01% | −47,626−18.3% | Reduced |
| UBS Group AG | 205,591 | $2.45M | 0.00% | −140,367−40.6% | Reduced |
| Garner Asset Management Corp | 172,825 | $2.06M | 0.67% | +172,825 | New |
| Oxford Financial Group Ltd | 170,000 | $2.03M | 0.10% | 00.0% | Unchanged |
| LPL Financial LLC | 152,501 | $1.82M | 0.00% | +11,252+8.0% | Added |
| National Philanthropic Trust | 150,000 | $1.79M | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Inc | 136,315 | $1.62M | 0.00% | +10,350+8.2% | Added |
| Confluence Investment Management LLC | 132,055 | $1.57M | 0.02% | −8,786−6.2% | Reduced |
| Palisade Capital Management LLC | 118,657 | $1.41M | 0.06% | +8,021+7.2% | Added |
| Northern Trust Corp | 109,722 | $1.31M | 0.00% | +4,304+4.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.23M | 0.18% | 00.0% | Unchanged |
| TD Asset Management Inc | 100,184 | $1.19M | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 89,417 | $1.07M | 0.01% | +89,417 | New |
| Swiss National Bank | 81,060 | $966.2K | 0.00% | +1,800+2.3% | Added |
| Renaissance Technologies LLC | 73,268 | $873.4K | 0.00% | −84,400−53.5% | Reduced |
| Two Sigma Investments, LP | 71,610 | $853.6K | 0.00% | −19,972−21.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 69,127 | $824.0K | 0.00% | −46,907−40.4% | Reduced |
| Bristlecone Value Partners, LLC | 60,093 | $716.3K | 0.58% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 54,765 | $652.8K | 0.30% | 00.0% | Unchanged |
| California State Teachers Retirement System | 54,662 | $651.6K | 0.00% | +21,256+63.6% | Added |
| Goldman Sachs Group Inc | 51,909 | $618.8K | 0.00% | +18,342+54.6% | Added |
| Trexquant Investment LP | 51,162 | $609.9K | 0.00% | −13,568−21.0% | Reduced |
| D. E. Shaw & Co., Inc. | 48,129 | $573.7K | 0.00% | −38,425−44.4% | Reduced |
| American Century Companies Inc | 46,365 | $552.7K | 0.00% | +15,451+50.0% | Added |
| Bank of Montreal | 46,332 | $552.3K | 0.00% | +13,000+39.0% | Added |
| E. Ohman J:or Asset Management AB | 46,106 | $549.6K | 0.01% | +469+1.0% | Added |
| UBS Asset Management Americas Inc | 43,868 | $522.9K | 0.00% | −1,348−3.0% | Reduced |
| Vident Advisory, LLC | 42,815 | $510.4K | 0.00% | −11,457−21.1% | Reduced |
| Bank of New York Mellon Corp | 39,004 | $464.9K | 0.00% | −726−1.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 37,562 | $447.7K | 0.00% | +12,204+48.1% | Added |
| AQR Capital Management LLC | 36,414 | $434.1K | 0.00% | +14,739+68.0% | Added |
| Citadel Advisors LLC | 32,337 | $385.5K | 0.00% | +19,729+156.5% | Added |
| Vanguard Asset Management, Ltd | 30,538 | $364.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 27,562 | $329.0K | 0.00% | −60.0% | Reduced |
| Dockside LLC | 25,965 | $309.5K | 0.07% | +25,965 | New |
| Barclays PLC | 25,614 | $305.3K | 0.00% | +281+1.1% | Added |
| Meixler Investment Management, Ltd. | 25,525 | $304.3K | 0.17% | −725−2.8% | Reduced |
| Legal & General Group Plc | 25,520 | $304.2K | 0.00% | +7,556+42.1% | Added |
| Bank of America Corp | 24,020 | $286.3K | 0.00% | +24,020 | New |
| Canada Pension Plan Investment Board | 22,400 | $267.0K | 0.00% | −28,500−56.0% | Reduced |
| HSBC Holdings PLC | 21,642 | $257.8K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 18,638 | $222.2K | 0.10% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 16,900 | $201.4K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 16,040 | $191.2K | 0.00% | −829−4.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,362 | $183.1K | 0.00% | +9,515+162.7% | Added |
| Vanguard Global Advisers, LLC | 15,266 | $182.0K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 15,045 | $179.3K | 0.00% | +15,045 | New |
| Caz Investments LP | 15,000 | $178.8K | 0.06% | +7,500+100.0% | Added |
| Jupiter Topco LLC | 14,933 | $178.2K | 0.00% | +14,933 | New |
| Sequoia Financial Advisors, LLC | 14,247 | $169.8K | 0.00% | +14,247 | New |
| Millennium Management LLC | 14,182 | $169.0K | 0.00% | −38,426−73.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 13,434 | $160.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 13,277 | $158.3K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 12,635 | $150.6K | 0.08% | +12,635 | New |
| Victory Capital Management Inc | 11,320 | $134.9K | 0.00% | +190+1.7% | Added |
| Arizona State Retirement System | 11,155 | $133.0K | 0.00% | +94+0.8% | Added |
| Manufacturers Life Insurance Company, The | 10,844 | $129.3K | 0.00% | −37−0.3% | Reduced |
| WCM Investment Management, LLC | 10,023 | $117.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,055 | $36.4K | 0.00% | −7−0.2% | Reduced |
| MRP Capital Investments, LLC | 3,000 | $35.8K | 0.03% | −2,000−40.0% | Reduced |
| Ancora Advisors, LLC | 2,357 | $28.1K | 0.00% | −2,126−47.4% | Reduced |
| Simplex Trading, LLC | 2,059 | $24.5K | 0.00% | +1,729+523.9% | Added |
| Wells Fargo & Company | 1,612 | $19.2K | 0.00% | +1,511+1,496.0% | Added |
| Deutsche Bank AG | 1,571 | $18.7K | 0.00% | −2,807−64.1% | Reduced |
| Center for Financial Planning, Inc. | 1,503 | $17.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,495 | $17.6K | 0.00% | +995+199.0% | Added |
| Citigroup Inc | 1,471 | $17.5K | 0.00% | −458−23.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,464 | $17.5K | 0.00% | −1,608−52.3% | Reduced |
| Trust Co of Vermont | 1,300 | $15.5K | 0.00% | +1,300 | New |
| GW&K Investment Management, LLC | 1,025 | $12.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 881 | $11.0K | 0.01% | +881 | New |
| FMR LLC | 838 | $9.99K | 0.00% | +819+4,310.5% | Added |
| JPMorgan Chase & Co | 740 | $8.70K | 0.00% | −1,782−70.7% | Reduced |
| Rockefeller Capital Management L.P. | 720 | $8.58K | 0.00% | +720 | New |
| Advisor Group Holdings, Inc. | 554 | $6.60K | 0.00% | −812−59.4% | Reduced |
| Farther Finance Advisors, LLC | 507 | $6.04K | 0.00% | −1−0.2% | Reduced |
| SRS Capital Advisors, Inc. | 441 | $5.26K | 0.00% | +440+44,000.0% | Added |