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, Q3 2022
Institutional positions in Hagerty, Inc. as of Sep 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
- 57
- −4 vs. Q2 2022
- Shares held
- 67.1M
- +1.19M (+1.8%) vs. Q2 2022
- Total value
- $603.5M
- −$154.2M (−20.4%) vs. Q2 2022
- New holders
- 8
- 22 more added
- Sold out
- 12
- 9 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adirondack Retirement Specialists, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Steward Partners Investment Advisory, LLC | 175 | $2.00K | 0.00% | −325−65.0% | Reduced |
| Centerpoint Advisors, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 610 | $5.00K | 0.00% | +6+1.0% | Added |
| Simplex Trading, LLC | 711 | $6.00K | 0.00% | −1,272−64.1% | Reduced |
| The PNC Financial Services Group, Inc. | 625 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 769 | $7.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,100 | $9.89K | 0.00% | +1,100 | New |
| Center for Financial Planning, Inc. | 1,275 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,816 | $17.0K | 0.00% | −100−5.2% | Reduced |
| CWM, LLC | 1,970 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,262 | $19.0K | 0.00% | −1,233−35.3% | Reduced |
| Fifth Third Bancorp | 2,490 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2,500 | $22.0K | 0.00% | +2,500 | New |
| Huntington National Bank | 3,102 | $28.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,474 | $31.0K | 0.00% | −808−18.9% | Reduced |
| Clear Perspectives Financial Planning, LLC | 6,000 | $54.0K | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,213 | $56.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,775 | $88.0K | 0.00% | +9,775 | New |
| Cambridge Investment Research Advisors, Inc. | 10,766 | $97.0K | 0.00% | +10,766 | New |
| JPMorgan Chase & Co | 11,840 | $106.0K | 0.00% | +1,445+13.9% | Added |
| Commonwealth Equity Services, LLC | 13,908 | $125.0K | 0.00% | +1,927+16.1% | Added |
| Caz Investments LP | 15,000 | $135.0K | 0.57% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 15,839 | $142.0K | 0.00% | +15,839 | New |
| GWM Advisors LLC | 16,182 | $145.0K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 16,468 | $148.0K | 0.00% | +50.0% | Added |
| UBS Asset Management Americas Inc | 20,855 | $187.5K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 21,284 | $191.0K | 0.00% | +129+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 30,200 | $271.0K | 0.00% | +11,800+64.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 36,120 | $325.0K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 38,574 | $346.0K | 0.00% | +21,520+126.2% | Added |
| Occudo Quantitative Strategies LP | 40,834 | $367.0K | 0.03% | +16,050+64.8% | Added |
| Oppenheimer Asset Management Inc. | 45,686 | $411.0K | 0.01% | +470+1.0% | Added |
| 17 Capital Partners, LLC | 50,000 | $450.0K | 0.62% | 00.0% | Unchanged |
| Swiss National Bank | 58,200 | $523.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 60,989 | $548.0K | 0.00% | +2,835+4.9% | Added |
| Northern Trust Corp | 63,829 | $574.0K | 0.00% | +2,771+4.5% | Added |
| Citadel Advisors LLC | 73,224 | $659.0K | 0.00% | +73,224 | New |
| Redmond Asset Management, LLC | 89,036 | $800.0K | 0.30% | −386−0.4% | Reduced |
| Susquehanna International Group, LLP | 96,484 | $867.0K | 0.00% | +96,484 | New |
| Royal Bank of Canada | 107,498 | $966.0K | 0.00% | +100,313+1,396.1% | Added |
| State Street Corp | 112,969 | $1.02M | 0.00% | +9,545+9.2% | Added |
| Morgan Stanley | 122,505 | $1.10M | 0.00% | +9,853+8.7% | Added |
| Lincoln Capital LLC | 134,448 | $1.21M | 0.38% | +87,415+185.9% | Added |
| Charles Schwab Investment Management Inc | 154,824 | $1.39M | 0.00% | +22,113+16.7% | Added |
| Cabot Wealth Management Inc | 178,486 | $1.60M | 0.27% | −233−0.1% | Reduced |
| SEI Investments Co | 187,263 | $1.68M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 266,876 | $2.40M | 0.00% | +27,529+11.5% | Added |
| Royce & Associates LP | 450,000 | $4.05M | 0.05% | 00.0% | Unchanged |
| BlackRock Inc. | 495,697 | $4.46M | 0.00% | +7,168+1.5% | Added |
| Fenimore Asset Management Inc | 799,268 | $7.18M | 0.21% | +13,425+1.7% | Added |
| Greenhaven Road Investment Management, L.P. | 880,078 | $7.91M | 4.76% | +233,388+36.1% | Added |
| Granahan Investment Management Inc | 1,386,718 | $12.5M | 0.41% | −32,698−2.3% | Reduced |
| Vanguard Group Inc | 1,987,616 | $17.9M | 0.00% | +628,530+46.2% | Added |
| Polar Capital Holdings Plc | 3,000,000 | $27.0M | 0.22% | +1,964,748+189.8% | Added |
| Wasatch Advisors Inc | 5,994,737 | $53.9M | 0.37% | −2,033,857−25.3% | Reduced |
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $449.5M | 0.54% | 00.0% | Unchanged |
| Ergoteles LLC | 0 | $0 | 0.00% | −54,722−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −15,814−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −14,429−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,869−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,795−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −3,971−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −135−100.0% | Sold out |