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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 2 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.

Q3 2021 vs. Q2 2021

How the institutions holding Hagerty, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of HGTY: Q2 2021 compared with Q3 2021
MeasureQ2 2021Q3 2021Change
Holders1337+24
Shares2.65M7.09M+4.44M (+167.8%)
Value$26.1M$71.5M+$45.5M (+174.3%)

New holders (27)

Institutions that held Hagerty, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to HGTY in Q3 2021
InstitutionSharesValue% of portfolio
Granahan Investment Management Inc1,014,242$10.2M0.19%
Kepos Capital LP700,000$7.06M0.48%
MMCAP International Inc. SPC400,000$4.04M0.28%
Millennium Management LLC366,181$3.69M0.00%
Deep Field Asset Management LLC362,235$3.65M3.13%
Alpine Global Management, LLC300,000$3.03M0.69%
Periscope Capital Inc.249,400$2.52M0.07%
Shaolin Capital Management LLC247,050$2.49M0.08%
Cohanzick Management, LLC237,271$2.39M0.58%
Rivernorth Capital Management, LLC199,996$2.02M0.11%
CNH Partners LLC167,710$1.69M0.05%
Royce & Associates LP100,000$1.01M0.01%
Redmond Asset Management, LLC80,162$809.0K0.25%
M&G Investment Management Ltd73,267$733.0K0.00%
Omni Partners US LLC62,084$626.0K0.03%
Bank of America Corp56,153$567.0K0.00%
Weiss Asset Management LP44,297$447.0K0.01%
D. E. Shaw & Co., Inc.41,452$418.0K0.00%
FNY Investment Advisers, LLC39,575$399.0K0.19%
Schonfeld Strategic Advisors LLC35,000$353.0K0.00%
CSS LLC24,528$247.0K0.01%
Eqis Capital Management, Inc.23,809$240.0K0.02%
Corbyn Investment Management Inc18,560$187.0K0.06%
Morgan Stanley1,490$16.0K0.00%
Bedel Financial Consulting, Inc.500$5.00K0.00%
Harbour Investments, Inc.163$2.00K0.00%
Advisor Group Holdings, Inc.200$2.00K0.00%

Sold out (3)

Institutions that held Hagerty, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of HGTY in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Mangrove Partners200,000$1.97M
Mizuho Securities USA LLC25,600$250.0K
Segantii Capital Management Ltd25,000$246.0K