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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 38 | $0 | 0.00% | −673−94.7% | Reduced |
| GWM Advisors LLC | 16,182 | $136 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 100 | $841 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 175 | $1.00K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 165 | $1.39K | 0.00% | +165 | New |
| Register Financial Advisors LLC | 333 | $2.80K | 0.00% | +333 | New |
| Evermay Wealth Management LLC | 350 | $2.94K | 0.00% | +350 | New |
| Citigroup Inc | 617 | $5.19K | 0.00% | +7+1.1% | Added |
| The PNC Financial Services Group, Inc. | 625 | $5.26K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 769 | $6.47K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 816 | $7.00K | 0.00% | −1,000−55.1% | Reduced |
| CoreCap Advisors, LLC | 1,000 | $8.41K | 0.00% | +1,000 | New |
| Center for Financial Planning, Inc. | 1,275 | $10.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,687 | $14.2K | 0.00% | +1,512+864.0% | Added |
| Wells Fargo & Company | 1,865 | $15.7K | 0.00% | −1,609−46.3% | Reduced |
| CWM, LLC | 1,970 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,232 | $18.8K | 0.00% | −30−1.3% | Reduced |
| Fifth Third Bancorp | 2,490 | $20.9K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 2,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,674 | $22.5K | 0.00% | +2,674 | New |
| Huntington National Bank | 3,102 | $26.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,256 | $27.0K | 0.00% | −6,519−66.7% | Reduced |
| Royal Bank of Canada | 4,842 | $40.0K | 0.00% | −102,656−95.5% | Reduced |
| Quantbot Technologies LP | 5,481 | $46.1K | 0.00% | +5,481 | New |
| Clear Perspectives Financial Planning, LLC | 6,000 | $50.5K | 0.03% | 00.0% | Unchanged |
| Legal & General Group Plc | 6,213 | $52.3K | 0.00% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 7,571 | $64.0K | 0.05% | +7,571 | New |
| Cambridge Investment Research Advisors, Inc. | 10,245 | $86.0K | 0.00% | −521−4.8% | Reduced |
| Cabot Wealth Management Inc | 10,863 | $91.0K | 0.02% | −167,623−93.9% | Reduced |
| Commonwealth Equity Services, LLC | 11,408 | $95.0K | 0.00% | −2,500−18.0% | Reduced |
| Goldman Sachs Group Inc | 14,551 | $122.4K | 0.00% | −24,023−62.3% | Reduced |
| JPMorgan Chase & Co | 14,665 | $123.0K | 0.00% | +2,825+23.9% | Added |
| Susquehanna International Group, LLP | 16,219 | $136.4K | 0.00% | −80,265−83.2% | Reduced |
| Credit Suisse AG | 16,249 | $136.7K | 0.00% | −219−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 17,403 | $146.4K | 0.00% | +17,403 | New |
| UBS Asset Management Americas Inc | 20,855 | $175.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 21,474 | $180.6K | 0.00% | +190+0.9% | Added |
| Renaissance Technologies LLC | 25,300 | $213.0K | 0.00% | +25,300 | New |
| Raymond James Financial Services Advisors, Inc. | 28,694 | $241.3K | 0.00% | +28,694 | New |
| Caz Investments LP | 30,000 | $252.0K | 0.82% | +15,000+100.0% | Added |
| LPL Financial LLC | 30,562 | $257.0K | 0.00% | +30,562 | New |
| Bank of New York Mellon Corp | 36,460 | $306.6K | 0.00% | +20,621+130.2% | Added |
| Tudor Investment Corp Et Al | 39,248 | $330.0K | 0.01% | +39,248 | New |
| Marshall Wace, LLP | 50,407 | $423.9K | 0.00% | +50,407 | New |
| Cubist Systematic Strategies, LLC | 56,443 | $474.7K | 0.00% | +56,443 | New |
| Swiss National Bank | 58,200 | $489.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 66,398 | $558.4K | 0.00% | −56,107−45.8% | Reduced |
| Northern Trust Corp | 71,673 | $602.8K | 0.00% | +7,844+12.3% | Added |
| Ieq Capital, LLC | 75,500 | $635.0K | 0.02% | +75,500 | New |
| Redmond Asset Management, LLC | 89,036 | $748.8K | 0.27% | 00.0% | Unchanged |
| Millennium Management LLC | 93,911 | $790.0K | 0.00% | +93,911 | New |
| UBS Group AG | 110,373 | $928.2K | 0.00% | +49,384+81.0% | Added |
| State Street Corp | 118,938 | $1.00M | 0.00% | +5,969+5.3% | Added |
| Charles Schwab Investment Management Inc | 161,795 | $1.36M | 0.00% | +6,971+4.5% | Added |
| River Road Asset Management, LLC | 169,718 | $1.43M | 0.02% | +169,718 | New |
| Lincoln Capital LLC | 234,556 | $1.97M | 0.57% | +100,108+74.5% | Added |
| Geode Capital Management, LLC | 268,463 | $2.26M | 0.00% | +1,587+0.6% | Added |
| Royce & Associates LP | 450,000 | $3.78M | 0.04% | 00.0% | Unchanged |
| BlackRock Inc. | 494,724 | $4.16M | 0.00% | −973−0.2% | Reduced |
| Confluence Investment Management LLC | 506,963 | $4.26M | 0.06% | +506,963 | New |
| Wasatch Advisors Inc | 689,972 | $5.80M | 0.04% | −5,304,765−88.5% | Reduced |
| Fenimore Asset Management Inc | 921,712 | $7.75M | 0.21% | +122,444+15.3% | Added |
| Greenhaven Road Investment Management, L.P. | 996,885 | $8.38M | 5.41% | +116,807+13.3% | Added |
| Granahan Investment Management Inc | 1,593,408 | $13.4M | 0.41% | +206,690+14.9% | Added |
| Neuberger Berman Group LLC | 1,678,579 | $14.1M | 0.01% | +1,678,579 | New |
| Vanguard Group Inc | 2,035,355 | $17.1M | 0.00% | +47,739+2.4% | Added |
| Polar Capital Holdings Plc | 4,526,377 | $38.1M | 0.30% | +1,526,377+50.9% | Added |
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $420.5M | 0.44% | 00.0% | Unchanged |
| 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 |