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 $1.12B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2022
Institutional positions in Hagerty, Inc. as of Jun 30, 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
- 61
- +11 vs. Q1 2022
- Shares held
- 65.9M
- +2.34M (+3.7%) vs. Q1 2022
- Total value
- $757.7M
- +$71.5M (+10.4%) vs. Q1 2022
- New holders
- 19
- 21 more added
- Sold out
- 8
- 7 more reduced
Compare with Q1 2022: 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 | $1.12B |
| Q1 2026 | 117 | $955.2M |
| Q4 2025 | 116 | $1.22B |
| Q3 2025 | 98 | $1.08B |
| Q2 2025 | 89 | $769.5M |
| Q1 2025 | 88 | $685.3M |
| Q4 2024 | 90 | $725.6M |
| Q3 2024 | 79 | $751.8M |
| Q2 2024 | 74 | $739.3M |
| Q1 2024 | 76 | $640.6M |
| Q4 2023 | 73 | $541.4M |
| Q3 2023 | 74 | $561.2M |
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $574.5M | 0.66% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 8,028,594 | $92.2M | 0.58% | +1,002,833+14.3% | Added |
| Granahan Investment Management Inc | 1,419,416 | $16.3M | 0.56% | +133,917+10.4% | Added |
| Vanguard Group Inc | 1,359,086 | $15.6M | 0.00% | +95,821+7.6% | Added |
| Polar Capital Holdings Plc | 1,035,252 | $11.9M | 0.09% | +1,035,252 | New |
| Fenimore Asset Management Inc | 785,843 | $9.03M | 0.25% | +232,273+42.0% | Added |
| Greenhaven Road Investment Management, L.P. | 646,690 | $7.43M | 3.82% | +646,690 | New |
| BlackRock Inc. | 488,529 | $5.61M | 0.00% | +155,436+46.7% | Added |
| Royce & Associates LP | 450,000 | $5.17M | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 239,347 | $2.75M | 0.00% | +7,061+3.0% | Added |
| SEI Investments Co | 187,263 | $2.15M | 0.00% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 178,719 | $2.05M | 0.33% | +178,719 | New |
| Charles Schwab Investment Management Inc | 132,711 | $1.52M | 0.00% | −4,592−3.3% | Reduced |
| Morgan Stanley | 112,652 | $1.29M | 0.00% | −10,870−8.8% | Reduced |
| State Street Corp | 103,424 | $1.19M | 0.00% | +18,915+22.4% | Added |
| Redmond Asset Management, LLC | 89,422 | $1.03M | 0.37% | +390+0.4% | Added |
| Northern Trust Corp | 61,058 | $701.0K | 0.00% | +13,917+29.5% | Added |
| UBS Group AG | 58,154 | $669.0K | 0.00% | −15,788−21.4% | Reduced |
| Swiss National Bank | 58,200 | $669.0K | 0.00% | +58,200 | New |
| Ergoteles LLC | 54,722 | $629.0K | 0.02% | +54,722 | New |
| 17 Capital Partners, LLC | 50,000 | $575.0K | 0.73% | 00.0% | Unchanged |
| Lincoln Capital LLC | 47,033 | $540.0K | 0.15% | +47,033 | New |
| Oppenheimer Asset Management Inc. | 45,216 | $520.0K | 0.01% | +190.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 36,120 | $415.0K | 0.01% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 24,784 | $285.0K | 0.02% | −6,492−20.8% | Reduced |
| California State Teachers Retirement System | 21,155 | $243.0K | 0.00% | +21,155 | New |
| UBS Asset Management Americas Inc | 20,855 | $239.6K | 0.00% | +20,855 | New |
| Schonfeld Strategic Advisors LLC | 18,400 | $212.0K | 0.00% | −2,800−13.2% | Reduced |
| Goldman Sachs Group Inc | 17,054 | $196.0K | 0.00% | +17,054 | New |
| Credit Suisse AG | 16,463 | $190.0K | 0.00% | +16,463 | New |
| GWM Advisors LLC | 16,182 | $186.0K | 0.00% | +16,182 | New |
| PDT Partners, LLC | 15,814 | $182.0K | 0.02% | +15,814 | New |
| Caz Investments LP | 15,000 | $172.0K | 0.55% | +5,000+50.0% | Added |
| Raymond James & Associates | 14,429 | $166.0K | 0.00% | +2,579+21.8% | Added |
| Commonwealth Equity Services, LLC | 11,981 | $137.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,869 | $125.0K | 0.00% | +24+0.2% | Added |
| Millennium Management LLC | 10,795 | $124.0K | 0.00% | +10,795 | New |
| JPMorgan Chase & Co | 10,395 | $119.0K | 0.00% | +10,395 | New |
| Royal Bank of Canada | 7,185 | $82.0K | 0.00% | +69+1.0% | Added |
| Legal & General Group Plc | 6,213 | $71.0K | 0.00% | +6,213 | New |
| Clear Perspectives Financial Planning, LLC | 6,000 | $69.0K | 0.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,282 | $49.0K | 0.00% | +245+6.1% | Added |
| Penserra Capital Management LLC | 3,971 | $45.0K | 0.00% | +2,601+189.9% | Added |
| Bank of America Corp | 3,495 | $40.0K | 0.00% | +2,783+390.9% | Added |
| Huntington National Bank | 3,102 | $36.0K | 0.00% | −1,280−29.2% | Reduced |
| CoreCap Advisors, LLC | 3,000 | $34.0K | 0.00% | +3,000 | New |
| Fifth Third Bancorp | 2,490 | $29.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,970 | $23.0K | 0.00% | +1,970 | New |
| Simplex Trading, LLC | 1,983 | $22.0K | 0.00% | +495+33.3% | Added |
| Advisor Group Holdings, Inc. | 1,916 | $22.0K | 0.00% | +1,286+204.1% | Added |
| Center for Financial Planning, Inc. | 1,275 | $15.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 769 | $9.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 604 | $7.00K | 0.00% | −5,065−89.3% | Reduced |
| The PNC Financial Services Group, Inc. | 625 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 600 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 500 | $6.00K | 0.00% | +500 | New |
| TD Waterhouse Canada Inc. | 500 | $5.86K | 0.00% | +200+66.7% | Added |
| Glassman Wealth Services | 350 | $4.00K | 0.00% | +350 | New |
| Centerpoint Advisors, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 135 | $2.00K | 0.00% | +110+440.0% | Added |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −1,151,575−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −158,288−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −62,704−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −39,300−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −13,775−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,352−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −10,142−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −881−100.0% | Sold out |