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, Q4 2021
Institutional positions in Hagerty, Inc. as of Dec 31, 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
- 38
- +2 vs. Q3 2021
- Shares held
- 63.6M
- +56.5M (+804.6%) vs. Q3 2021
- Total value
- $895.7M
- +$824.8M (+1,163.3%) vs. Q3 2021
- New holders
- 29
- 6 more added
- Sold out
- 27
- 2 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $709.0M | 0.70% | +50,000,000 | New |
| Wasatch Advisors Inc | 6,800,919 | $92.1M | 0.38% | +6,800,919 | New |
| Price T Rowe Associates Inc | 2,000,000 | $26.9M | 0.00% | +2,000,000 | New |
| Bank of America Corp | 1,501,250 | $21.3M | 0.00% | +1,445,097+2,573.5% | Added |
| Granahan Investment Management Inc | 1,271,466 | $18.0M | 0.37% | +257,224+25.4% | Added |
| Vanguard Group Inc | 906,328 | $12.9M | 0.00% | +906,328 | New |
| Royce & Associates LP | 300,000 | $4.25M | 0.03% | +200,000+200.0% | Added |
| FJ Capital Management LLC | 300,000 | $4.22M | 0.35% | +300,000 | New |
| SEI Investments Co | 139,644 | $1.98M | 0.00% | +139,644 | New |
| Redmond Asset Management, LLC | 85,861 | $1.22M | 0.34% | +5,699+7.1% | Added |
| CNH Partners LLC | 63,256 | $897.0K | 0.03% | −104,454−62.3% | Reduced |
| Morgan Stanley | 46,554 | $660.0K | 0.00% | +45,064+3,024.4% | Added |
| Oppenheimer Asset Management Inc. | 33,594 | $476.0K | 0.01% | +33,594 | New |
| B. Metzler seel. Sohn & Co. AG | 26,944 | $407.0K | 0.01% | +26,944 | New |
| Eqis Capital Management, Inc. | 22,849 | $324.0K | 0.02% | −960−4.0% | Reduced |
| GWM Advisors LLC | 16,182 | $229.0K | 0.00% | +16,182 | New |
| Commonwealth Equity Services, LLC | 12,168 | $172.0K | 0.00% | +12,168 | New |
| Royal Bank of Canada | 6,914 | $98.0K | 0.00% | +6,914 | New |
| Clear Perspectives Financial Planning, LLC | 6,000 | $85.0K | 0.03% | +6,000 | New |
| Penserra Capital Management LLC | 5,750 | $81.0K | 0.00% | +5,750 | New |
| Huntington National Bank | 4,382 | $62.0K | 0.00% | +4,382 | New |
| Wells Fargo & Company | 4,350 | $62.0K | 0.00% | +4,350 | New |
| Advisor Group Holdings, Inc. | 2,996 | $43.0K | 0.00% | +2,796+1,398.0% | Added |
| Fifth Third Bancorp | 2,490 | $35.0K | 0.00% | +2,490 | New |
| CoreCap Advisors, LLC | 2,500 | $35.0K | 0.00% | +2,500 | New |
| Tower Research Capital LLC (TRC) | 2,128 | $30.0K | 0.00% | +2,128 | New |
| CWM, LLC | 1,970 | $28.0K | 0.00% | +1,970 | New |
| Center for Financial Planning, Inc. | 1,275 | $18.0K | 0.00% | +1,275 | New |
| NEXT Financial Group, Inc | 853 | $12.0K | 0.00% | +853 | New |
| JNBA Financial Advisors | 769 | $11.0K | 0.00% | +769 | New |
| The PNC Financial Services Group, Inc. | 625 | $9.00K | 0.00% | +625 | New |
| Bedel Financial Consulting, Inc. | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $7.00K | 0.00% | +500 | New |
| Ford Financial Group, LLC | 238 | $3.00K | 0.00% | +238 | New |
| Centerpoint Advisors, LLC | 125 | $2.00K | 0.00% | +125 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 60 | $1.00K | 0.00% | +60 | New |
| Proequities, Inc. | 30 | $0 | 0.00% | +30 | New |
| Captrust Financial Advisors | 15 | $0 | 0.00% | +15 | New |
| Kepos Capital LP | 0 | $0 | 0.00% | −700,000−100.0% | Sold out |
| Fir Tree Capital Management LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Basso Capital Management, L.P. | 0 | $0 | 0.00% | −453,052−100.0% | Sold out |
| MMCAP International Inc. SPC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −391,951−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −366,181−100.0% | Sold out |
| Deep Field Asset Management LLC | 0 | $0 | 0.00% | −362,235−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| CVI Holdings, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Periscope Capital Inc. | 0 | $0 | 0.00% | −249,400−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −247,050−100.0% | Sold out |
| Cohanzick Management, LLC | 0 | $0 | 0.00% | −237,271−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −220,096−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −199,996−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −188,226−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Atw Spac Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −73,267−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −44,297−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −41,452−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −39,575−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| DG Capital Management, LLC | 0 | $0 | 0.00% | −34,054−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −24,528−100.0% | Sold out |
| Corbyn Investment Management Inc | 0 | $0 | 0.00% | −18,560−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Omni Partners US LLC | – | – | – | – | Not filed |