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 $1.10B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Hagerty, Inc. as of Jun 30, 2021. 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
- 13
- +13 vs. Q1 2021
- Shares held
- 2.65M
- +2.65M vs. Q1 2021
- Total value
- $26.1M
- +$26.1M vs. Q1 2021
- New holders
- 13
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q1 2021: 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 | $1.10B |
| Q1 2026 | 117 | $955.2M |
| Q4 2025 | 116 | $1.21B |
| Q3 2025 | 98 | $1.08B |
| Q2 2025 | 89 | $769.2M |
| Q1 2025 | 88 | $685.2M |
| Q4 2024 | 90 | $725.6M |
| Q3 2024 | 79 | $751.8M |
| Q2 2024 | 74 | $739.3M |
| Q1 2024 | 76 | $637.8M |
| Q4 2023 | 73 | $540.1M |
| Q3 2023 | 74 | $561.1M |
| 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 | 38 | $895.7M |
| Q3 2021 | 37 | $71.5M |
| Q2 2021 | 13 | $26.1M |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hudson Bay Capital Management LP | 800,000 | $7.88M | 0.10% | +800,000 | New |
| Fir Tree Capital Management LP | 500,000 | $4.92M | 0.19% | +500,000 | New |
| Basso Capital Management, L.P. | 254,060 | $2.50M | 0.32% | +254,060 | New |
| RiverPark Advisors, LLC | 249,500 | $2.46M | 0.31% | +249,500 | New |
| Mangrove Partners | 200,000 | $1.97M | 0.22% | +200,000 | New |
| CVI Holdings, LLC | 150,000 | $1.48M | 0.10% | +150,000 | New |
| Karpus Management, Inc. | 136,526 | $1.34M | 0.04% | +136,526 | New |
| DG Capital Management, LLC | 100,000 | $985.0K | 0.22% | +100,000 | New |
| Boothbay Fund Management, LLC | 100,000 | $985.0K | 0.04% | +100,000 | New |
| Atw Spac Management LLC | 100,000 | $985.0K | 0.30% | +100,000 | New |
| Mizuho Securities USA LLC | 25,600 | $250.0K | 0.02% | +25,600 | New |
| Segantii Capital Management Ltd | 25,000 | $246.0K | 0.01% | +25,000 | New |
| JPMorgan Chase & Co | 7,000 | $69.0K | 0.00% | +7,000 | New |