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, 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 | $1.10B |
| 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, 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 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 135 | $2.00K | 0.00% | +110+440.0% | Added |
| Glassman Wealth Services | 350 | $4.00K | 0.00% | +350 | New |
| TD Waterhouse Canada Inc. | 500 | $5.86K | 0.00% | +200+66.7% | Added |
| Steward Partners Investment Advisory, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 500 | $6.00K | 0.00% | +500 | New |
| 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 |
| JNBA Financial Advisors | 769 | $9.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,275 | $15.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 1,970 | $23.0K | 0.00% | +1,970 | New |
| Fifth Third Bancorp | 2,490 | $29.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,000 | $34.0K | 0.00% | +3,000 | New |
| Huntington National Bank | 3,102 | $36.0K | 0.00% | −1,280−29.2% | Reduced |
| Bank of America Corp | 3,495 | $40.0K | 0.00% | +2,783+390.9% | Added |
| Penserra Capital Management LLC | 3,971 | $45.0K | 0.00% | +2,601+189.9% | Added |
| Wells Fargo & Company | 4,282 | $49.0K | 0.00% | +245+6.1% | Added |
| Clear Perspectives Financial Planning, LLC | 6,000 | $69.0K | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,213 | $71.0K | 0.00% | +6,213 | New |
| Royal Bank of Canada | 7,185 | $82.0K | 0.00% | +69+1.0% | Added |
| JPMorgan Chase & Co | 10,395 | $119.0K | 0.00% | +10,395 | New |
| Millennium Management LLC | 10,795 | $124.0K | 0.00% | +10,795 | New |
| Victory Capital Management Inc | 10,869 | $125.0K | 0.00% | +24+0.2% | Added |
| Commonwealth Equity Services, LLC | 11,981 | $137.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 14,429 | $166.0K | 0.00% | +2,579+21.8% | Added |
| Caz Investments LP | 15,000 | $172.0K | 0.55% | +5,000+50.0% | Added |
| PDT Partners, LLC | 15,814 | $182.0K | 0.02% | +15,814 | New |
| GWM Advisors LLC | 16,182 | $186.0K | 0.00% | +16,182 | New |
| Credit Suisse AG | 16,463 | $190.0K | 0.00% | +16,463 | New |
| Goldman Sachs Group Inc | 17,054 | $196.0K | 0.00% | +17,054 | New |
| Schonfeld Strategic Advisors LLC | 18,400 | $212.0K | 0.00% | −2,800−13.2% | Reduced |
| UBS Asset Management Americas Inc | 20,855 | $239.6K | 0.00% | +20,855 | New |
| California State Teachers Retirement System | 21,155 | $243.0K | 0.00% | +21,155 | New |
| Occudo Quantitative Strategies LP | 24,784 | $285.0K | 0.02% | −6,492−20.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,120 | $415.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 45,216 | $520.0K | 0.01% | +190.0% | Added |
| Lincoln Capital LLC | 47,033 | $540.0K | 0.15% | +47,033 | New |
| 17 Capital Partners, LLC | 50,000 | $575.0K | 0.73% | 00.0% | Unchanged |
| Ergoteles LLC | 54,722 | $629.0K | 0.02% | +54,722 | New |
| 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 |
| Northern Trust Corp | 61,058 | $701.0K | 0.00% | +13,917+29.5% | Added |
| Redmond Asset Management, LLC | 89,422 | $1.03M | 0.37% | +390+0.4% | Added |
| State Street Corp | 103,424 | $1.19M | 0.00% | +18,915+22.4% | Added |
| Morgan Stanley | 112,652 | $1.29M | 0.00% | −10,870−8.8% | Reduced |
| Charles Schwab Investment Management Inc | 132,711 | $1.52M | 0.00% | −4,592−3.3% | Reduced |
| Cabot Wealth Management Inc | 178,719 | $2.05M | 0.33% | +178,719 | New |
| SEI Investments Co | 187,263 | $2.15M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 239,347 | $2.75M | 0.00% | +7,061+3.0% | Added |
| Royce & Associates LP | 450,000 | $5.17M | 0.05% | 00.0% | Unchanged |
| BlackRock Inc. | 488,529 | $5.61M | 0.00% | +155,436+46.7% | Added |
| Greenhaven Road Investment Management, L.P. | 646,690 | $7.43M | 3.82% | +646,690 | New |
| Fenimore Asset Management Inc | 785,843 | $9.03M | 0.25% | +232,273+42.0% | Added |
| Polar Capital Holdings Plc | 1,035,252 | $11.9M | 0.09% | +1,035,252 | New |
| Vanguard Group Inc | 1,359,086 | $15.6M | 0.00% | +95,821+7.6% | Added |
| Granahan Investment Management Inc | 1,419,416 | $16.3M | 0.56% | +133,917+10.4% | Added |
| Wasatch Advisors Inc | 8,028,594 | $92.2M | 0.58% | +1,002,833+14.3% | Added |
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $574.5M | 0.66% | 00.0% | Unchanged |
| 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 |