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, Q2 2023
Institutional positions in Hagerty, Inc. as of Jun 30, 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
- 67
- +5 vs. Q1 2023
- Shares held
- 69.8M
- +3.47M (+5.2%) vs. Q1 2023
- Total value
- $644.2M
- +$73.0M (+12.8%) vs. Q1 2023
- New holders
- 12
- 27 more added
- Sold out
- 7
- 13 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $468.0M | 0.46% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 4,581,705 | $42.9M | 0.29% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,421,955 | $32.0M | 0.03% | +1,100,713+47.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,000,000 | $28.1M | 0.33% | +3,000,000 | New |
| Vanguard Group Inc | 2,044,765 | $19.1M | 0.00% | −10,044−0.5% | Reduced |
| Working Capital Advisors (UK) Ltd. | 965,826 | $9.04M | 6.36% | +800,443+484.0% | Added |
| Fenimore Asset Management Inc | 927,636 | $8.68M | 0.22% | +1,185+0.1% | Added |
| BlackRock Inc. | 601,114 | $5.63M | 0.00% | +106,478+21.5% | Added |
| Confluence Investment Management LLC | 475,794 | $4.45M | 0.06% | −30,634−6.0% | Reduced |
| Royce & Associates LP | 475,000 | $4.45M | 0.04% | +25,000+5.6% | Added |
| Geode Capital Management, LLC | 311,125 | $2.91M | 0.00% | +35,739+13.0% | Added |
| Lincoln Capital LLC | 277,898 | $2.60M | 0.67% | −1280.0% | Reduced |
| Granahan Investment Management Inc | 187,080 | $1.75M | 0.05% | −1,088,933−85.3% | Reduced |
| Charles Schwab Investment Management Inc | 168,307 | $1.58M | 0.00% | +3,498+2.1% | Added |
| UBS Group AG | 137,986 | $1.29M | 0.00% | +26,485+23.8% | Added |
| State Street Corp | 123,865 | $1.16M | 0.00% | +4,909+4.1% | Added |
| Garde Capital, Inc. | 100,000 | $936.0K | 0.08% | +100,000 | New |
| Redmond Asset Management, LLC | 87,903 | $822.8K | 0.27% | 00.0% | Unchanged |
| LPL Financial LLC | 82,914 | $776.1K | 0.00% | +24,799+42.7% | Added |
| Gabelli & Co Investment Advisers, Inc. | 76,700 | $717.9K | 0.12% | +76,700 | New |
| Northern Trust Corp | 65,068 | $609.0K | 0.00% | −6,284−8.8% | Reduced |
| Janus Henderson Group PLC | 59,357 | $555.1K | 0.00% | +44,286+293.8% | Added |
| Swiss National Bank | 53,900 | $504.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 46,207 | $432.5K | 0.00% | +46,207 | New |
| Renaissance Technologies LLC | 45,400 | $425.0K | 0.00% | +4,458+10.9% | Added |
| Morgan Stanley | 39,054 | $365.5K | 0.00% | −2,172−5.3% | Reduced |
| Citadel Advisors LLC | 37,970 | $355.4K | 0.00% | +37,150+4,530.5% | Added |
| Bank of New York Mellon Corp | 33,631 | $314.8K | 0.00% | −414−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 31,923 | $298.8K | 0.00% | +31,923 | New |
| Raymond James Financial Services Advisors, Inc. | 31,570 | $295.5K | 0.00% | +3,269+11.6% | Added |
| Susquehanna International Group, LLP | 29,310 | $274.3K | 0.00% | +9,075+44.8% | Added |
| JPMorgan Chase & Co | 28,515 | $266.9K | 0.00% | +4,177+17.2% | Added |
| Credit Suisse AG | 26,414 | $247.2K | 0.00% | +10,158+62.5% | Added |
| Grand Wealth Management, LLC | 24,234 | $226.8K | 0.13% | +24,234 | New |
| Bank of America Corp | 23,450 | $219.5K | 0.00% | +16,348+230.2% | Added |
| California State Teachers Retirement System | 21,958 | $205.5K | 0.00% | +71+0.3% | Added |
| UBS Asset Management Americas Inc | 20,855 | $182.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 19,419 | $181.8K | 0.00% | −187−1.0% | Reduced |
| GWM Advisors LLC | 16,182 | $151.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 15,626 | $146.3K | 0.00% | +8,442+117.5% | Added |
| Caz Investments LP | 15,000 | $140.0K | 0.39% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,708 | $118.9K | 0.01% | +12,708 | New |
| Commonwealth Equity Services, LLC | 11,294 | $106.0K | 0.00% | −114−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,548 | $99.0K | 0.00% | +179+1.7% | Added |
| Greenhaven Road Investment Management, L.P. | 1,021,701 | $95.6K | 4.84% | −1,800−0.2% | Reduced |
| Simplex Trading, LLC | 10,032 | $93.0K | 0.00% | +437+4.6% | Added |
| Barclays PLC | 6,474 | $60.6K | 0.00% | +4,494+227.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $54.7K | 0.00% | +5,847 | New |
| Deutsche Bank AG | 4,712 | $44.1K | 0.00% | +1,419+43.1% | Added |
| Wells Fargo & Company | 4,466 | $41.8K | 0.00% | +2,397+115.9% | Added |
| Rhumbline Advisers | 3,299 | $30.9K | 0.00% | +3,299 | New |
| Huntington National Bank | 3,102 | $29.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,418 | $23.0K | 0.00% | −100,025−97.6% | Reduced |
| Acadian Asset Management LLC | 2,526 | $23.0K | 0.00% | +2,526 | New |
| CWM, LLC | 1,970 | $18.0K | 0.00% | −310−13.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,622 | $15.2K | 0.00% | +277+20.6% | Added |
| Center for Financial Planning, Inc. | 1,275 | $11.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 934 | $8.74K | 0.00% | +934 | New |
| JNBA Financial Advisors | 769 | $7.20K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 629 | $5.89K | 0.00% | +2+0.3% | Added |
| The PNC Financial Services Group, Inc. | 625 | $5.85K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 475 | $4.45K | 0.00% | −150−24.0% | Reduced |
| Register Financial Advisors LLC | 333 | $3.12K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 193 | $1.81K | 0.00% | +193 | New |
| Compass Wealth Management LLC | 165 | $1.54K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 100 | $936 | 0.00% | 00.0% | Unchanged |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −658,398−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −167,605−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −27,840−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −13,514−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,674−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |