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, Q4 2022
Institutional positions in Hagerty, Inc. as of Dec 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
- 68
- +12 vs. Q3 2022
- Shares held
- 65.9M
- −1.14M (−1.7%) vs. Q3 2022
- Total value
- $554.4M
- −$48.6M (−8.1%) vs. Q3 2022
- New holders
- 19
- 17 more added
- Sold out
- 7
- 15 more reduced
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $420.5M | 0.44% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 4,526,377 | $38.1M | 0.30% | +1,526,377+50.9% | Added |
| Vanguard Group Inc | 2,035,355 | $17.1M | 0.00% | +47,739+2.4% | Added |
| Neuberger Berman Group LLC | 1,678,579 | $14.1M | 0.01% | +1,678,579 | New |
| Granahan Investment Management Inc | 1,593,408 | $13.4M | 0.41% | +206,690+14.9% | Added |
| Greenhaven Road Investment Management, L.P. | 996,885 | $8.38M | 5.41% | +116,807+13.3% | Added |
| Fenimore Asset Management Inc | 921,712 | $7.75M | 0.21% | +122,444+15.3% | Added |
| Wasatch Advisors Inc | 689,972 | $5.80M | 0.04% | −5,304,765−88.5% | Reduced |
| Confluence Investment Management LLC | 506,963 | $4.26M | 0.06% | +506,963 | New |
| BlackRock Inc. | 494,724 | $4.16M | 0.00% | −973−0.2% | Reduced |
| Royce & Associates LP | 450,000 | $3.78M | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 268,463 | $2.26M | 0.00% | +1,587+0.6% | Added |
| Lincoln Capital LLC | 234,556 | $1.97M | 0.57% | +100,108+74.5% | Added |
| River Road Asset Management, LLC | 169,718 | $1.43M | 0.02% | +169,718 | New |
| Charles Schwab Investment Management Inc | 161,795 | $1.36M | 0.00% | +6,971+4.5% | Added |
| State Street Corp | 118,938 | $1.00M | 0.00% | +5,969+5.3% | Added |
| UBS Group AG | 110,373 | $928.2K | 0.00% | +49,384+81.0% | Added |
| Millennium Management LLC | 93,911 | $790.0K | 0.00% | +93,911 | New |
| Redmond Asset Management, LLC | 89,036 | $748.8K | 0.27% | 00.0% | Unchanged |
| Ieq Capital, LLC | 75,500 | $635.0K | 0.02% | +75,500 | New |
| Northern Trust Corp | 71,673 | $602.8K | 0.00% | +7,844+12.3% | Added |
| Morgan Stanley | 66,398 | $558.4K | 0.00% | −56,107−45.8% | Reduced |
| Swiss National Bank | 58,200 | $489.5K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 56,443 | $474.7K | 0.00% | +56,443 | New |
| Marshall Wace, LLP | 50,407 | $423.9K | 0.00% | +50,407 | New |
| Tudor Investment Corp Et Al | 39,248 | $330.0K | 0.01% | +39,248 | New |
| Bank of New York Mellon Corp | 36,460 | $306.6K | 0.00% | +20,621+130.2% | Added |
| LPL Financial LLC | 30,562 | $257.0K | 0.00% | +30,562 | New |
| Caz Investments LP | 30,000 | $252.0K | 0.82% | +15,000+100.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 28,694 | $241.3K | 0.00% | +28,694 | New |
| Renaissance Technologies LLC | 25,300 | $213.0K | 0.00% | +25,300 | New |
| California State Teachers Retirement System | 21,474 | $180.6K | 0.00% | +190+0.9% | Added |
| UBS Asset Management Americas Inc | 20,855 | $175.4K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 17,403 | $146.4K | 0.00% | +17,403 | New |
| Credit Suisse AG | 16,249 | $136.7K | 0.00% | −219−1.3% | Reduced |
| Susquehanna International Group, LLP | 16,219 | $136.4K | 0.00% | −80,265−83.2% | Reduced |
| JPMorgan Chase & Co | 14,665 | $123.0K | 0.00% | +2,825+23.9% | Added |
| Goldman Sachs Group Inc | 14,551 | $122.4K | 0.00% | −24,023−62.3% | Reduced |
| Commonwealth Equity Services, LLC | 11,408 | $95.0K | 0.00% | −2,500−18.0% | Reduced |
| Cabot Wealth Management Inc | 10,863 | $91.0K | 0.02% | −167,623−93.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,245 | $86.0K | 0.00% | −521−4.8% | Reduced |
| Lakewood Asset Management LLC | 7,571 | $64.0K | 0.05% | +7,571 | New |
| Legal & General Group Plc | 6,213 | $52.3K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 6,000 | $50.5K | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,481 | $46.1K | 0.00% | +5,481 | New |
| Royal Bank of Canada | 4,842 | $40.0K | 0.00% | −102,656−95.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,256 | $27.0K | 0.00% | −6,519−66.7% | Reduced |
| Huntington National Bank | 3,102 | $26.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,674 | $22.5K | 0.00% | +2,674 | New |
| First Manhattan Co | 2,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,490 | $20.9K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,232 | $18.8K | 0.00% | −30−1.3% | Reduced |
| CWM, LLC | 1,970 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,865 | $15.7K | 0.00% | −1,609−46.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,687 | $14.2K | 0.00% | +1,512+864.0% | Added |
| Center for Financial Planning, Inc. | 1,275 | $10.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $8.41K | 0.00% | +1,000 | New |
| Advisor Group Holdings, Inc. | 816 | $7.00K | 0.00% | −1,000−55.1% | Reduced |
| JNBA Financial Advisors | 769 | $6.47K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 625 | $5.26K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 617 | $5.19K | 0.00% | +7+1.1% | Added |
| Evermay Wealth Management LLC | 350 | $2.94K | 0.00% | +350 | New |
| Register Financial Advisors LLC | 333 | $2.80K | 0.00% | +333 | New |
| Compass Wealth Management LLC | 165 | $1.39K | 0.00% | +165 | New |
| Centerpoint Advisors, LLC | 175 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 100 | $841 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16,182 | $136 | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 38 | $0 | 0.00% | −673−94.7% | Reduced |
| SEI Investments Co | 0 | $0 | 0.00% | −187,263−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −73,224−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −45,686−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −40,834−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −36,120−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| 17 Capital Partners, LLC | – | – | – | – | Not filed |