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 |
|---|---|---|---|---|---|
| Adirondack Retirement Specialists, Inc. | 100 | $847 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 165 | $1.44K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 200 | $1.83K | 0.00% | +200 | New |
| Centerpoint Advisors, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 333 | $2.91K | 0.00% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 627 | $5.48K | 0.00% | +10+1.6% | Added |
| JNBA Financial Advisors | 769 | $6.72K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 820 | $7.17K | 0.00% | +820 | New |
| Center for Financial Planning, Inc. | 1,275 | $11.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,345 | $11.8K | 0.00% | −342−20.3% | Reduced |
| Barclays PLC | 1,980 | $17.3K | 0.00% | +1,980 | New |
| Wells Fargo & Company | 2,069 | $18.1K | 0.00% | +204+10.9% | Added |
| CWM, LLC | 2,280 | $20.0K | 0.00% | +310+15.7% | Added |
| Fifth Third Bancorp | 2,490 | $21.8K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,674 | $23.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,102 | $27.1K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 3,293 | $28.8K | 0.00% | +3,293 | New |
| Bank of America Corp | 7,102 | $62.1K | 0.00% | +4,870+218.2% | Added |
| Legal & General Group Plc | 7,184 | $62.8K | 0.00% | +971+15.6% | Added |
| Simplex Trading, LLC | 9,595 | $83.0K | 0.00% | +9,557+25,150.0% | Added |
| Greenhaven Road Investment Management, L.P. | 1,023,501 | $89.5K | 5.13% | +26,616+2.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,369 | $91.0K | 0.00% | +124+1.2% | Added |
| Commonwealth Equity Services, LLC | 11,408 | $99.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 13,514 | $118.0K | 0.00% | −80,397−85.6% | Reduced |
| Caz Investments LP | 15,000 | $131.0K | 0.38% | −15,000−50.0% | Reduced |
| Janus Henderson Group PLC | 15,071 | $131.6K | 0.00% | +15,071 | New |
| GWM Advisors LLC | 16,182 | $141.4K | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 16,256 | $142.1K | 0.00% | +70.0% | Added |
| Goldman Sachs Group Inc | 19,606 | $171.4K | 0.00% | +5,055+34.7% | Added |
| Susquehanna International Group, LLP | 20,235 | $176.9K | 0.00% | +4,016+24.8% | Added |
| UBS Asset Management Americas Inc | 20,855 | $182.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 21,887 | $191.3K | 0.00% | +413+1.9% | Added |
| JPMorgan Chase & Co | 24,338 | $213.0K | 0.00% | +9,673+66.0% | Added |
| Ieq Capital, LLC | 27,840 | $243.3K | 0.01% | −47,660−63.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,301 | $247.4K | 0.00% | −393−1.4% | Reduced |
| Bank of New York Mellon Corp | 34,045 | $297.6K | 0.00% | −2,415−6.6% | Reduced |
| Renaissance Technologies LLC | 40,942 | $358.0K | 0.00% | +15,642+61.8% | Added |
| Morgan Stanley | 41,226 | $360.3K | 0.00% | −25,172−37.9% | Reduced |
| Swiss National Bank | 53,900 | $471.1K | 0.00% | −4,300−7.4% | Reduced |
| LPL Financial LLC | 58,115 | $507.9K | 0.00% | +27,553+90.2% | Added |
| Northern Trust Corp | 71,352 | $623.6K | 0.00% | −321−0.4% | Reduced |
| Redmond Asset Management, LLC | 87,903 | $768.3K | 0.27% | −1,133−1.3% | Reduced |
| Royal Bank of Canada | 102,443 | $895.0K | 0.00% | +97,601+2,015.7% | Added |
| UBS Group AG | 111,501 | $974.5K | 0.00% | +1,128+1.0% | Added |
| State Street Corp | 118,956 | $1.04M | 0.00% | +180.0% | Added |
| Charles Schwab Investment Management Inc | 164,809 | $1.44M | 0.00% | +3,014+1.9% | Added |
| Working Capital Advisors (UK) Ltd. | 165,383 | $1.45M | 2.06% | +165,383 | New |
| River Road Asset Management, LLC | 167,605 | $1.46M | 0.02% | −2,113−1.2% | Reduced |
| Geode Capital Management, LLC | 275,386 | $2.41M | 0.00% | +6,923+2.6% | Added |
| Lincoln Capital LLC | 278,026 | $2.41M | 0.66% | +43,470+18.5% | Added |
| Royce & Associates LP | 450,000 | $3.93M | 0.04% | 00.0% | Unchanged |
| BlackRock Inc. | 494,636 | $4.32M | 0.00% | −880.0% | Reduced |
| Confluence Investment Management LLC | 506,428 | $4.43M | 0.07% | −535−0.1% | Reduced |
| Wasatch Advisors Inc | 658,398 | $5.75M | 0.04% | −31,574−4.6% | Reduced |
| Fenimore Asset Management Inc | 926,451 | $8.10M | 0.21% | +4,739+0.5% | Added |
| Granahan Investment Management Inc | 1,276,013 | $11.2M | 0.34% | −317,395−19.9% | Reduced |
| Vanguard Group Inc | 2,054,809 | $18.0M | 0.00% | +19,454+1.0% | Added |
| Neuberger Berman Group LLC | 2,321,242 | $20.3M | 0.02% | +642,663+38.3% | Added |
| Polar Capital Holdings Plc | 4,581,705 | $40.0M | 0.29% | +55,328+1.2% | Added |
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $437.0M | 0.45% | 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 |