Hagerty, Inc.

HGTY

Exchange: NYSE
Industry: Insurance Agents, Brokers & Service
SEC CIK: 0001840776

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding Hagerty, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of HGTY: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	37	1	38	+2
Shares	7.09M	62.1K	63.6M	+56.5M (+804.6%)
Value	$71.5M	$626.0K	$895.7M	+$824.8M (+1,163.3%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Hagerty, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to HGTY in Q4 2021
Institution	Shares	Value	% of portfolio
State Farm Mutual Automobile Insurance Co	50,000,000	$709.0M	0.70%
Wasatch Advisors Inc	6,800,919	$92.1M	0.38%
Price T Rowe Associates Inc	2,000,000	$26.9M	0.00%
Vanguard Group Inc	906,328	$12.9M	0.00%
FJ Capital Management LLC	300,000	$4.22M	0.35%
SEI Investments Co	139,644	$1.98M	0.00%
Oppenheimer Asset Management Inc.	33,594	$476.0K	0.01%
B. Metzler seel. Sohn & Co. AG	26,944	$407.0K	0.01%
GWM Advisors LLC	16,182	$229.0K	0.00%
Commonwealth Equity Services, LLC	12,168	$172.0K	0.00%
Royal Bank of Canada	6,914	$98.0K	0.00%
Clear Perspectives Financial Planning, LLC	6,000	$85.0K	0.03%
Penserra Capital Management LLC	5,750	$81.0K	0.00%
Huntington National Bank	4,382	$62.0K	0.00%
Wells Fargo & Company	4,350	$62.0K	0.00%
Fifth Third Bancorp	2,490	$35.0K	0.00%
CoreCap Advisors, LLC	2,500	$35.0K	0.00%
Tower Research Capital LLC (TRC)	2,128	$30.0K	0.00%
CWM, LLC	1,970	$28.0K	0.00%
Center for Financial Planning, Inc.	1,275	$18.0K	0.00%
NEXT Financial Group, Inc	853	$12.0K	0.00%
JNBA Financial Advisors	769	$11.0K	0.00%
The PNC Financial Services Group, Inc.	625	$9.00K	0.00%
Steward Partners Investment Advisory, LLC	500	$7.00K	0.00%
Ford Financial Group, LLC	238	$3.00K	0.00%
Centerpoint Advisors, LLC	125	$2.00K	0.00%
Henrickson Nauta Wealth Advisors, Inc.	60	$1.00K	0.00%
Proequities, Inc.	30	$0	0.00%
Captrust Financial Advisors	15	$0	0.00%

Sold out (27)

Institutions that held Hagerty, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of HGTY in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Kepos Capital LP	700,000	$7.06M
Fir Tree Capital Management LP	500,000	$5.04M
Basso Capital Management, L.P.	453,052	$4.57M
MMCAP International Inc. SPC	400,000	$4.04M
Hudson Bay Capital Management LP	391,951	$3.96M
Millennium Management LLC	366,181	$3.69M
Deep Field Asset Management LLC	362,235	$3.65M
Alpine Global Management, LLC	300,000	$3.03M
CVI Holdings, LLC	250,000	$2.52M
Periscope Capital Inc.	249,400	$2.52M
Shaolin Capital Management LLC	247,050	$2.49M
Cohanzick Management, LLC	237,271	$2.39M
RiverPark Advisors, LLC	220,096	$2.22M
Rivernorth Capital Management, LLC	199,996	$2.02M
Karpus Management, Inc.	188,226	$1.90M
Boothbay Fund Management, LLC	100,000	$1.01M
Atw Spac Management LLC	100,000	$1.01M
M&G Investment Management Ltd	73,267	$733.0K
Weiss Asset Management LP	44,297	$447.0K
D. E. Shaw & Co., Inc.	41,452	$418.0K
FNY Investment Advisers, LLC	39,575	$399.0K
Schonfeld Strategic Advisors LLC	35,000	$353.0K
DG Capital Management, LLC	34,054	$344.0K
CSS LLC	24,528	$247.0K
Corbyn Investment Management Inc	18,560	$187.0K
JPMorgan Chase & Co	7,000	$71.0K
Harbour Investments, Inc.	163	$2.00K

Not filed for Q4 2021 yet (1)

Institutions that held Hagerty, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HGTY in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Omni Partners US LLC	62,084	$626.0K