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 1 sale; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.10B in total; Markel Group is the only superinvestor holding it.
Q4 2022 vs. Q3 2022
How the institutions holding Hagerty, Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 57 | 1 | 68 | +12 |
| Shares | 67.1M | 50.0K | 65.9M | −1.14M (−1.7%) |
| Value | $603.5M | $450.0K | $554.4M | −$48.6M (−8.1%) |
1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Hagerty, Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Neuberger Berman Group LLC | 1,678,579 | $14.1M | 0.01% |
| Confluence Investment Management LLC | 506,963 | $4.26M | 0.06% |
| River Road Asset Management, LLC | 169,718 | $1.43M | 0.02% |
| Millennium Management LLC | 93,911 | $790.0K | 0.00% |
| Ieq Capital, LLC | 75,500 | $635.0K | 0.02% |
| Cubist Systematic Strategies, LLC | 56,443 | $474.7K | 0.00% |
| Marshall Wace, LLP | 50,407 | $423.9K | 0.00% |
| Tudor Investment Corp Et Al | 39,248 | $330.0K | 0.01% |
| LPL Financial LLC | 30,562 | $257.0K | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 28,694 | $241.3K | 0.00% |
| Renaissance Technologies LLC | 25,300 | $213.0K | 0.00% |
| D. E. Shaw & Co., Inc. | 17,403 | $146.4K | 0.00% |
| Lakewood Asset Management LLC | 7,571 | $64.0K | 0.05% |
| Quantbot Technologies LP | 5,481 | $46.1K | 0.00% |
| Advisory Services Network, LLC | 2,674 | $22.5K | 0.00% |
| CoreCap Advisors, LLC | 1,000 | $8.41K | 0.00% |
| Evermay Wealth Management LLC | 350 | $2.94K | 0.00% |
| Register Financial Advisors LLC | 333 | $2.80K | 0.00% |
| Compass Wealth Management LLC | 165 | $1.39K | 0.00% |
Sold out (7)
Institutions that held Hagerty, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| SEI Investments Co | 187,263 | $1.68M |
| Citadel Advisors LLC | 73,224 | $659.0K |
| Oppenheimer Asset Management Inc. | 45,686 | $411.0K |
| Occudo Quantitative Strategies LP | 40,834 | $367.0K |
| B. Metzler seel. Sohn & Co. AG | 36,120 | $325.0K |
| Schonfeld Strategic Advisors LLC | 30,200 | $271.0K |
| BNP Paribas Arbitrage, SA | 1,100 | $9.89K |
Not filed for Q4 2022 yet (1)
Institutions that held Hagerty, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| 17 Capital Partners, LLC | 50,000 | $450.0K |