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.
Q1 2023 vs. Q4 2022
How the institutions holding Hagerty, Inc. changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 68 | 1 | 62 | −5 |
| Shares | 65.9M | 1.00K | 66.4M | +437.6K (+0.7%) |
| Value | $554.4M | $8.41K | $571.2M | +$16.8M (+3.0%) |
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Hagerty, Inc. at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Working Capital Advisors (UK) Ltd. | 165,383 | $1.45M | 2.06% |
| Janus Henderson Group PLC | 15,071 | $131.6K | 0.00% |
| Deutsche Bank AG | 3,293 | $28.8K | 0.00% |
| Barclays PLC | 1,980 | $17.3K | 0.00% |
| Citadel Advisors LLC | 820 | $7.17K | 0.00% |
| Ameritas Advisory Services, LLC | 200 | $1.83K | 0.00% |
Sold out (11)
Institutions that held Hagerty, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Cubist Systematic Strategies, LLC | 56,443 | $474.7K |
| Marshall Wace, LLP | 50,407 | $423.9K |
| Tudor Investment Corp Et Al | 39,248 | $330.0K |
| D. E. Shaw & Co., Inc. | 17,403 | $146.4K |
| Cabot Wealth Management Inc | 10,863 | $91.0K |
| Lakewood Asset Management LLC | 7,571 | $64.0K |
| Clear Perspectives Financial Planning, LLC | 6,000 | $50.5K |
| Quantbot Technologies LP | 5,481 | $46.1K |
| Tower Research Capital LLC (TRC) | 3,256 | $27.0K |
| First Manhattan Co | 2,500 | $21.0K |
| Evermay Wealth Management LLC | 350 | $2.94K |
Not filed for Q1 2023 yet (1)
Institutions that held Hagerty, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 1,000 | $8.41K |