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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 163 | $2.00K | 0.00% | +163 | New |
| Advisor Group Holdings, Inc. | 200 | $2.00K | 0.00% | +200 | New |
| Bedel Financial Consulting, Inc. | 500 | $5.00K | 0.00% | +500 | New |
| Morgan Stanley | 1,490 | $16.0K | 0.00% | +1,490 | New |
| JPMorgan Chase & Co | 7,000 | $71.0K | 0.00% | 00.0% | Unchanged |
| Corbyn Investment Management Inc | 18,560 | $187.0K | 0.06% | +18,560 | New |
| Eqis Capital Management, Inc. | 23,809 | $240.0K | 0.02% | +23,809 | New |
| CSS LLC | 24,528 | $247.0K | 0.01% | +24,528 | New |
| DG Capital Management, LLC | 34,054 | $344.0K | 0.07% | −65,946−65.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 35,000 | $353.0K | 0.00% | +35,000 | New |
| FNY Investment Advisers, LLC | 39,575 | $399.0K | 0.19% | +39,575 | New |
| D. E. Shaw & Co., Inc. | 41,452 | $418.0K | 0.00% | +41,452 | New |
| Weiss Asset Management LP | 44,297 | $447.0K | 0.01% | +44,297 | New |
| Bank of America Corp | 56,153 | $567.0K | 0.00% | +56,153 | New |
| Omni Partners US LLC | 62,084 | $626.0K | 0.03% | +62,084 | New |
| M&G Investment Management Ltd | 73,267 | $733.0K | 0.00% | +73,267 | New |
| Redmond Asset Management, LLC | 80,162 | $809.0K | 0.25% | +80,162 | 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 |
| CNH Partners LLC | 167,710 | $1.69M | 0.05% | +167,710 | New |
| Karpus Management, Inc. | 188,226 | $1.90M | 0.06% | +51,700+37.9% | Added |
| Rivernorth Capital Management, LLC | 199,996 | $2.02M | 0.11% | +199,996 | New |
| RiverPark Advisors, LLC | 220,096 | $2.22M | 0.27% | −29,404−11.8% | Reduced |
| Cohanzick Management, LLC | 237,271 | $2.39M | 0.58% | +237,271 | New |
| Shaolin Capital Management LLC | 247,050 | $2.49M | 0.08% | +247,050 | New |
| Periscope Capital Inc. | 249,400 | $2.52M | 0.07% | +249,400 | New |
| CVI Holdings, LLC | 250,000 | $2.52M | 0.16% | +100,000+66.7% | Added |
| Alpine Global Management, LLC | 300,000 | $3.03M | 0.69% | +300,000 | New |
| Deep Field Asset Management LLC | 362,235 | $3.65M | 3.13% | +362,235 | New |
| Millennium Management LLC | 366,181 | $3.69M | 0.00% | +366,181 | New |
| Hudson Bay Capital Management LP | 391,951 | $3.96M | 0.06% | −408,049−51.0% | Reduced |
| MMCAP International Inc. SPC | 400,000 | $4.04M | 0.28% | +400,000 | New |
| Basso Capital Management, L.P. | 453,052 | $4.57M | 0.54% | +198,992+78.3% | Added |
| Fir Tree Capital Management LP | 500,000 | $5.04M | 0.17% | 00.0% | Unchanged |
| Kepos Capital LP | 700,000 | $7.06M | 0.48% | +700,000 | New |
| Granahan Investment Management Inc | 1,014,242 | $10.2M | 0.19% | +1,014,242 | 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 |