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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 25 | $0 | 0.00% | +10+66.7% | Added |
| Centerpoint Advisors, LLC | 175 | $2.00K | 0.00% | +50+40.0% | Added |
| TD Waterhouse Canada Inc. | 300 | $3.28K | 0.00% | +300 | New |
| Steward Partners Investment Advisory, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 600 | $6.00K | 0.00% | +600 | New |
| 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 |
| JNBA Financial Advisors | 769 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 881 | $10.0K | 0.00% | −1,247−58.6% | Reduced |
| 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 |
| Simplex Trading, LLC | 1,488 | $16.0K | 0.00% | +1,488 | New |
| Fifth Third Bancorp | 2,490 | $27.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,037 | $43.0K | 0.00% | −313−7.2% | Reduced |
| Huntington National Bank | 4,382 | $47.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,669 | $61.0K | 0.00% | +5,669 | New |
| Clear Perspectives Financial Planning, LLC | 6,000 | $65.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 7,116 | $77.0K | 0.00% | +202+2.9% | Added |
| Victory Capital Management Inc | 10,845 | $103.0K | 0.00% | +10,845 | New |
| Caz Investments LP | 10,000 | $108.0K | 0.17% | +10,000 | New |
| D. E. Shaw & Co., Inc. | 10,142 | $109.0K | 0.00% | +10,142 | New |
| Susquehanna International Group, LLP | 11,352 | $122.0K | 0.00% | +11,352 | New |
| Raymond James & Associates | 11,850 | $128.0K | 0.00% | +11,850 | New |
| Commonwealth Equity Services, LLC | 11,981 | $129.0K | 0.00% | −187−1.5% | Reduced |
| Eqis Capital Management, Inc. | 13,775 | $149.0K | 0.01% | −9,074−39.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,200 | $229.0K | 0.00% | +21,200 | New |
| Occudo Quantitative Strategies LP | 31,276 | $337.0K | 0.03% | +31,276 | New |
| B. Metzler seel. Sohn & Co. AG | 36,120 | $390.0K | 0.01% | +9,176+34.1% | Added |
| Cubist Systematic Strategies, LLC | 39,300 | $424.0K | 0.00% | +39,300 | New |
| Oppenheimer Asset Management Inc. | 45,197 | $488.0K | 0.01% | +11,603+34.5% | Added |
| Northern Trust Corp | 47,141 | $509.0K | 0.00% | +47,141 | New |
| 17 Capital Partners, LLC | 50,000 | $540.0K | 0.56% | +50,000 | New |
| HRT Financial LP | 62,704 | $676.0K | 0.00% | +62,704 | New |
| UBS Group AG | 73,942 | $798.0K | 0.00% | +73,942 | New |
| State Street Corp | 84,509 | $912.0K | 0.00% | +84,509 | New |
| Redmond Asset Management, LLC | 89,032 | $961.0K | 0.29% | +3,171+3.7% | Added |
| Morgan Stanley | 123,522 | $1.33M | 0.00% | +76,968+165.3% | Added |
| Charles Schwab Investment Management Inc | 137,303 | $1.48M | 0.00% | +137,303 | New |
| FJ Capital Management LLC | 158,288 | $1.71M | 0.15% | −141,712−47.2% | Reduced |
| SEI Investments Co | 187,263 | $2.02M | 0.00% | +47,619+34.1% | Added |
| Geode Capital Management, LLC | 232,286 | $2.51M | 0.00% | +232,286 | New |
| BlackRock Inc. | 333,093 | $3.59M | 0.00% | +333,093 | New |
| Royce & Associates LP | 450,000 | $4.86M | 0.04% | +150,000+50.0% | Added |
| Fenimore Asset Management Inc | 553,570 | $5.97M | 0.15% | +553,570 | New |
| Price T Rowe Associates Inc | 1,151,575 | $12.4M | 0.00% | −848,425−42.4% | Reduced |
| Vanguard Group Inc | 1,263,265 | $13.6M | 0.00% | +356,937+39.4% | Added |
| Granahan Investment Management Inc | 1,285,499 | $13.9M | 0.34% | +14,033+1.1% | Added |
| Wasatch Advisors Inc | 7,025,761 | $75.8M | 0.37% | +224,842+3.3% | Added |
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $539.5M | 0.54% | 00.0% | Unchanged |
| 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 |