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 1 sale; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.10B in total; Markel Group is the only superinvestor holding it.
Q1 2022 vs. Q4 2021
How the institutions holding Hagerty, Inc. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 38 | 1 | 50 | +13 |
| Shares | 63.6M | 853 | 63.6M | +30.2K (0.0%) |
| Value | $895.7M | $12.0K | $686.2M | −$209.5M (−23.4%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held Hagerty, Inc. at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Fenimore Asset Management Inc | 553,570 | $5.97M | 0.15% |
| BlackRock Inc. | 333,093 | $3.59M | 0.00% |
| Geode Capital Management, LLC | 232,286 | $2.51M | 0.00% |
| Charles Schwab Investment Management Inc | 137,303 | $1.48M | 0.00% |
| State Street Corp | 84,509 | $912.0K | 0.00% |
| UBS Group AG | 73,942 | $798.0K | 0.00% |
| HRT Financial LP | 62,704 | $676.0K | 0.00% |
| 17 Capital Partners, LLC | 50,000 | $540.0K | 0.56% |
| Northern Trust Corp | 47,141 | $509.0K | 0.00% |
| Cubist Systematic Strategies, LLC | 39,300 | $424.0K | 0.00% |
| Occudo Quantitative Strategies LP | 31,276 | $337.0K | 0.03% |
| Schonfeld Strategic Advisors LLC | 21,200 | $229.0K | 0.00% |
| Raymond James & Associates | 11,850 | $128.0K | 0.00% |
| Susquehanna International Group, LLP | 11,352 | $122.0K | 0.00% |
| D. E. Shaw & Co., Inc. | 10,142 | $109.0K | 0.00% |
| Caz Investments LP | 10,000 | $108.0K | 0.17% |
| Victory Capital Management Inc | 10,845 | $103.0K | 0.00% |
| Citigroup Inc | 5,669 | $61.0K | 0.00% |
| Simplex Trading, LLC | 1,488 | $16.0K | 0.00% |
| Prospera Financial Services Inc | 600 | $6.00K | 0.00% |
| TD Waterhouse Canada Inc. | 300 | $3.28K | 0.00% |
Sold out (8)
Institutions that held Hagerty, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| CNH Partners LLC | 63,256 | $897.0K |
| GWM Advisors LLC | 16,182 | $229.0K |
| CoreCap Advisors, LLC | 2,500 | $35.0K |
| CWM, LLC | 1,970 | $28.0K |
| Bedel Financial Consulting, Inc. | 500 | $7.00K |
| Ford Financial Group, LLC | 238 | $3.00K |
| Henrickson Nauta Wealth Advisors, Inc. | 60 | $1.00K |
| Proequities, Inc. | 30 | $0 |
Not filed for Q1 2022 yet (1)
Institutions that held Hagerty, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| NEXT Financial Group, Inc | 853 | $12.0K |