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, Q3 2021
Institutional positions in Hagerty, Inc. as of Sep 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
- 37
- +24 vs. Q2 2021
- Shares held
- 7.09M
- +4.44M (+167.8%) vs. Q2 2021
- Total value
- $71.5M
- +$45.5M (+174.3%) vs. Q2 2021
- New holders
- 27
- 3 more added
- Sold out
- 3
- 3 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Granahan Investment Management Inc | 1,014,242 | $10.2M | 0.19% | +1,014,242 | New |
| Kepos Capital LP | 700,000 | $7.06M | 0.48% | +700,000 | New |
| Fir Tree Capital Management LP | 500,000 | $5.04M | 0.17% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 453,052 | $4.57M | 0.54% | +198,992+78.3% | Added |
| MMCAP International Inc. SPC | 400,000 | $4.04M | 0.28% | +400,000 | New |
| Hudson Bay Capital Management LP | 391,951 | $3.96M | 0.06% | −408,049−51.0% | Reduced |
| Millennium Management LLC | 366,181 | $3.69M | 0.00% | +366,181 | New |
| Deep Field Asset Management LLC | 362,235 | $3.65M | 3.13% | +362,235 | New |
| Alpine Global Management, LLC | 300,000 | $3.03M | 0.69% | +300,000 | New |
| CVI Holdings, LLC | 250,000 | $2.52M | 0.16% | +100,000+66.7% | Added |
| Periscope Capital Inc. | 249,400 | $2.52M | 0.07% | +249,400 | New |
| Shaolin Capital Management LLC | 247,050 | $2.49M | 0.08% | +247,050 | New |
| Cohanzick Management, LLC | 237,271 | $2.39M | 0.58% | +237,271 | New |
| RiverPark Advisors, LLC | 220,096 | $2.22M | 0.27% | −29,404−11.8% | Reduced |
| Rivernorth Capital Management, LLC | 199,996 | $2.02M | 0.11% | +199,996 | New |
| Karpus Management, Inc. | 188,226 | $1.90M | 0.06% | +51,700+37.9% | Added |
| CNH Partners LLC | 167,710 | $1.69M | 0.05% | +167,710 | New |
| Boothbay Fund Management, LLC | 100,000 | $1.01M | 0.04% | 00.0% | Unchanged |
| Atw Spac Management LLC | 100,000 | $1.01M | 0.22% | 00.0% | Unchanged |
| Royce & Associates LP | 100,000 | $1.01M | 0.01% | +100,000 | New |
| Redmond Asset Management, LLC | 80,162 | $809.0K | 0.25% | +80,162 | New |
| M&G Investment Management Ltd | 73,267 | $733.0K | 0.00% | +73,267 | New |
| Omni Partners US LLC | 62,084 | $626.0K | 0.03% | +62,084 | New |
| Bank of America Corp | 56,153 | $567.0K | 0.00% | +56,153 | New |
| Weiss Asset Management LP | 44,297 | $447.0K | 0.01% | +44,297 | New |
| D. E. Shaw & Co., Inc. | 41,452 | $418.0K | 0.00% | +41,452 | New |
| FNY Investment Advisers, LLC | 39,575 | $399.0K | 0.19% | +39,575 | New |
| Schonfeld Strategic Advisors LLC | 35,000 | $353.0K | 0.00% | +35,000 | New |
| DG Capital Management, LLC | 34,054 | $344.0K | 0.07% | −65,946−65.9% | Reduced |
| CSS LLC | 24,528 | $247.0K | 0.01% | +24,528 | New |
| Eqis Capital Management, Inc. | 23,809 | $240.0K | 0.02% | +23,809 | New |
| Corbyn Investment Management Inc | 18,560 | $187.0K | 0.06% | +18,560 | New |
| JPMorgan Chase & Co | 7,000 | $71.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,490 | $16.0K | 0.00% | +1,490 | New |
| Bedel Financial Consulting, Inc. | 500 | $5.00K | 0.00% | +500 | New |
| Harbour Investments, Inc. | 163 | $2.00K | 0.00% | +163 | New |
| Advisor Group Holdings, Inc. | 200 | $2.00K | 0.00% | +200 | New |
| Mangrove Partners | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −25,600−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |