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, Q1 2022
Institutional positions in Hagerty, Inc. as of Mar 31, 2022. 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
- 50
- +13 vs. Q4 2021
- Shares held
- 63.6M
- +30.2K (0.0%) vs. Q4 2021
- Total value
- $686.2M
- −$209.5M (−23.4%) vs. Q4 2021
- New holders
- 21
- 12 more added
- Sold out
- 8
- 9 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $539.5M | 0.54% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 7,025,761 | $75.8M | 0.37% | +224,842+3.3% | Added |
| Granahan Investment Management Inc | 1,285,499 | $13.9M | 0.34% | +14,033+1.1% | Added |
| Vanguard Group Inc | 1,263,265 | $13.6M | 0.00% | +356,937+39.4% | Added |
| Price T Rowe Associates Inc | 1,151,575 | $12.4M | 0.00% | −848,425−42.4% | Reduced |
| Fenimore Asset Management Inc | 553,570 | $5.97M | 0.15% | +553,570 | New |
| Royce & Associates LP | 450,000 | $4.86M | 0.04% | +150,000+50.0% | Added |
| BlackRock Inc. | 333,093 | $3.59M | 0.00% | +333,093 | New |
| Geode Capital Management, LLC | 232,286 | $2.51M | 0.00% | +232,286 | New |
| SEI Investments Co | 187,263 | $2.02M | 0.00% | +47,619+34.1% | Added |
| FJ Capital Management LLC | 158,288 | $1.71M | 0.15% | −141,712−47.2% | Reduced |
| Charles Schwab Investment Management Inc | 137,303 | $1.48M | 0.00% | +137,303 | New |
| Morgan Stanley | 123,522 | $1.33M | 0.00% | +76,968+165.3% | Added |
| Redmond Asset Management, LLC | 89,032 | $961.0K | 0.29% | +3,171+3.7% | Added |
| State Street Corp | 84,509 | $912.0K | 0.00% | +84,509 | New |
| UBS Group AG | 73,942 | $798.0K | 0.00% | +73,942 | New |
| HRT Financial LP | 62,704 | $676.0K | 0.00% | +62,704 | New |
| 17 Capital Partners, LLC | 50,000 | $540.0K | 0.56% | +50,000 | New |
| Northern Trust Corp | 47,141 | $509.0K | 0.00% | +47,141 | New |
| Oppenheimer Asset Management Inc. | 45,197 | $488.0K | 0.01% | +11,603+34.5% | Added |
| Cubist Systematic Strategies, LLC | 39,300 | $424.0K | 0.00% | +39,300 | New |
| B. Metzler seel. Sohn & Co. AG | 36,120 | $390.0K | 0.01% | +9,176+34.1% | Added |
| Occudo Quantitative Strategies LP | 31,276 | $337.0K | 0.03% | +31,276 | New |
| Schonfeld Strategic Advisors LLC | 21,200 | $229.0K | 0.00% | +21,200 | New |
| Eqis Capital Management, Inc. | 13,775 | $149.0K | 0.01% | −9,074−39.7% | Reduced |
| Commonwealth Equity Services, LLC | 11,981 | $129.0K | 0.00% | −187−1.5% | Reduced |
| Raymond James & Associates | 11,850 | $128.0K | 0.00% | +11,850 | New |
| Susquehanna International Group, LLP | 11,352 | $122.0K | 0.00% | +11,352 | New |
| D. E. Shaw & Co., Inc. | 10,142 | $109.0K | 0.00% | +10,142 | New |
| Caz Investments LP | 10,000 | $108.0K | 0.17% | +10,000 | New |
| Victory Capital Management Inc | 10,845 | $103.0K | 0.00% | +10,845 | New |
| Royal Bank of Canada | 7,116 | $77.0K | 0.00% | +202+2.9% | Added |
| Clear Perspectives Financial Planning, LLC | 6,000 | $65.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 5,669 | $61.0K | 0.00% | +5,669 | New |
| Huntington National Bank | 4,382 | $47.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,037 | $43.0K | 0.00% | −313−7.2% | Reduced |
| Fifth Third Bancorp | 2,490 | $27.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,488 | $16.0K | 0.00% | +1,488 | New |
| Penserra Capital Management LLC | 1,370 | $14.0K | 0.00% | −4,380−76.2% | Reduced |
| Center for Financial Planning, Inc. | 1,275 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 881 | $10.0K | 0.00% | −1,247−58.6% | Reduced |
| JNBA Financial Advisors | 769 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 712 | $7.00K | 0.00% | −1,500,538−100.0% | Reduced |
| Advisor Group Holdings, Inc. | 630 | $7.00K | 0.00% | −2,366−79.0% | Reduced |
| The PNC Financial Services Group, Inc. | 625 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 600 | $6.00K | 0.00% | +600 | New |
| Steward Partners Investment Advisory, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 300 | $3.28K | 0.00% | +300 | New |
| Centerpoint Advisors, LLC | 175 | $2.00K | 0.00% | +50+40.0% | Added |
| Captrust Financial Advisors | 25 | $0 | 0.00% | +10+66.7% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −63,256−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −16,182−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Henrickson Nauta Wealth Advisors, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |