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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 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.

Q2 2022 vs. Q1 2022

How the institutions holding Hagerty, Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of HGTY: Q1 2022 compared with Q2 2022
MeasureQ1 2022Q2 2022Change
Holders5061+11
Shares63.6M65.9M+2.34M (+3.7%)
Value$686.2M$757.7M+$71.5M (+10.4%)

New holders (19)

Institutions that held Hagerty, Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to HGTY in Q2 2022
InstitutionSharesValue% of portfolio
Polar Capital Holdings Plc1,035,252$11.9M0.09%
Greenhaven Road Investment Management, L.P.646,690$7.43M3.82%
Cabot Wealth Management Inc178,719$2.05M0.33%
Swiss National Bank58,200$669.0K0.00%
Ergoteles LLC54,722$629.0K0.02%
Lincoln Capital LLC47,033$540.0K0.15%
California State Teachers Retirement System21,155$243.0K0.00%
UBS Asset Management Americas Inc20,855$239.6K0.00%
Goldman Sachs Group Inc17,054$196.0K0.00%
Credit Suisse AG16,463$190.0K0.00%
GWM Advisors LLC16,182$186.0K0.00%
PDT Partners, LLC15,814$182.0K0.02%
Millennium Management LLC10,795$124.0K0.00%
JPMorgan Chase & Co10,395$119.0K0.00%
Legal & General Group Plc6,213$71.0K0.00%
CoreCap Advisors, LLC3,000$34.0K0.00%
CWM, LLC1,970$23.0K0.00%
FMR LLC500$6.00K0.00%
Glassman Wealth Services350$4.00K0.00%

Sold out (8)

Institutions that held Hagerty, Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of HGTY in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Price T Rowe Associates Inc1,151,575$12.4M
FJ Capital Management LLC158,288$1.71M
HRT Financial LP62,704$676.0K
Cubist Systematic Strategies, LLC39,300$424.0K
Eqis Capital Management, Inc.13,775$149.0K
Susquehanna International Group, LLP11,352$122.0K
D. E. Shaw & Co., Inc.10,142$109.0K
Tower Research Capital LLC (TRC)881$10.0K