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, Q1 2023
Institutional positions in Hagerty, Inc. as of Mar 31, 2023. 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
- 62
- −5 vs. Q4 2022
- Shares held
- 66.4M
- +437.6K (+0.7%) vs. Q4 2022
- Total value
- $571.2M
- +$16.8M (+3.0%) vs. Q4 2022
- New holders
- 6
- 25 more added
- Sold out
- 11
- 16 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $437.0M | 0.45% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 4,581,705 | $40.0M | 0.29% | +55,328+1.2% | Added |
| Neuberger Berman Group LLC | 2,321,242 | $20.3M | 0.02% | +642,663+38.3% | Added |
| Vanguard Group Inc | 2,054,809 | $18.0M | 0.00% | +19,454+1.0% | Added |
| Granahan Investment Management Inc | 1,276,013 | $11.2M | 0.34% | −317,395−19.9% | Reduced |
| Fenimore Asset Management Inc | 926,451 | $8.10M | 0.21% | +4,739+0.5% | Added |
| Wasatch Advisors Inc | 658,398 | $5.75M | 0.04% | −31,574−4.6% | Reduced |
| Confluence Investment Management LLC | 506,428 | $4.43M | 0.07% | −535−0.1% | Reduced |
| BlackRock Inc. | 494,636 | $4.32M | 0.00% | −880.0% | Reduced |
| Royce & Associates LP | 450,000 | $3.93M | 0.04% | 00.0% | Unchanged |
| Lincoln Capital LLC | 278,026 | $2.41M | 0.66% | +43,470+18.5% | Added |
| Geode Capital Management, LLC | 275,386 | $2.41M | 0.00% | +6,923+2.6% | Added |
| River Road Asset Management, LLC | 167,605 | $1.46M | 0.02% | −2,113−1.2% | Reduced |
| Working Capital Advisors (UK) Ltd. | 165,383 | $1.45M | 2.06% | +165,383 | New |
| Charles Schwab Investment Management Inc | 164,809 | $1.44M | 0.00% | +3,014+1.9% | Added |
| State Street Corp | 118,956 | $1.04M | 0.00% | +180.0% | Added |
| UBS Group AG | 111,501 | $974.5K | 0.00% | +1,128+1.0% | Added |
| Royal Bank of Canada | 102,443 | $895.0K | 0.00% | +97,601+2,015.7% | Added |
| Redmond Asset Management, LLC | 87,903 | $768.3K | 0.27% | −1,133−1.3% | Reduced |
| Northern Trust Corp | 71,352 | $623.6K | 0.00% | −321−0.4% | Reduced |
| LPL Financial LLC | 58,115 | $507.9K | 0.00% | +27,553+90.2% | Added |
| Swiss National Bank | 53,900 | $471.1K | 0.00% | −4,300−7.4% | Reduced |
| Morgan Stanley | 41,226 | $360.3K | 0.00% | −25,172−37.9% | Reduced |
| Renaissance Technologies LLC | 40,942 | $358.0K | 0.00% | +15,642+61.8% | Added |
| Bank of New York Mellon Corp | 34,045 | $297.6K | 0.00% | −2,415−6.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,301 | $247.4K | 0.00% | −393−1.4% | Reduced |
| Ieq Capital, LLC | 27,840 | $243.3K | 0.01% | −47,660−63.1% | Reduced |
| JPMorgan Chase & Co | 24,338 | $213.0K | 0.00% | +9,673+66.0% | Added |
| California State Teachers Retirement System | 21,887 | $191.3K | 0.00% | +413+1.9% | Added |
| UBS Asset Management Americas Inc | 20,855 | $182.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,235 | $176.9K | 0.00% | +4,016+24.8% | Added |
| Goldman Sachs Group Inc | 19,606 | $171.4K | 0.00% | +5,055+34.7% | Added |
| Credit Suisse AG | 16,256 | $142.1K | 0.00% | +70.0% | Added |
| GWM Advisors LLC | 16,182 | $141.4K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 15,071 | $131.6K | 0.00% | +15,071 | New |
| Caz Investments LP | 15,000 | $131.0K | 0.38% | −15,000−50.0% | Reduced |
| Millennium Management LLC | 13,514 | $118.0K | 0.00% | −80,397−85.6% | Reduced |
| Commonwealth Equity Services, LLC | 11,408 | $99.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 10,369 | $91.0K | 0.00% | +124+1.2% | Added |
| Greenhaven Road Investment Management, L.P. | 1,023,501 | $89.5K | 5.13% | +26,616+2.7% | Added |
| Simplex Trading, LLC | 9,595 | $83.0K | 0.00% | +9,557+25,150.0% | Added |
| Legal & General Group Plc | 7,184 | $62.8K | 0.00% | +971+15.6% | Added |
| Bank of America Corp | 7,102 | $62.1K | 0.00% | +4,870+218.2% | Added |
| Deutsche Bank AG | 3,293 | $28.8K | 0.00% | +3,293 | New |
| Huntington National Bank | 3,102 | $27.1K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,674 | $23.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,490 | $21.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,280 | $20.0K | 0.00% | +310+15.7% | Added |
| Wells Fargo & Company | 2,069 | $18.1K | 0.00% | +204+10.9% | Added |
| Barclays PLC | 1,980 | $17.3K | 0.00% | +1,980 | New |
| Steward Partners Investment Advisory, LLC | 1,345 | $11.8K | 0.00% | −342−20.3% | Reduced |
| Center for Financial Planning, Inc. | 1,275 | $11.1K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 820 | $7.17K | 0.00% | +820 | New |
| JNBA Financial Advisors | 769 | $6.72K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 627 | $5.48K | 0.00% | +10+1.6% | Added |
| Advisor Group Holdings, Inc. | 625 | $5.46K | 0.00% | −191−23.4% | Reduced |
| The PNC Financial Services Group, Inc. | 625 | $5.46K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 333 | $2.91K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 200 | $1.83K | 0.00% | +200 | New |
| Compass Wealth Management LLC | 165 | $1.44K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 100 | $847 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −56,443−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −50,407−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −39,248−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −17,403−100.0% | Sold out |
| Cabot Wealth Management Inc | 0 | $0 | 0.00% | −10,863−100.0% | Sold out |
| Lakewood Asset Management LLC | 0 | $0 | 0.00% | −7,571−100.0% | Sold out |
| Clear Perspectives Financial Planning, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,481−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,256−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |