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.
Q2 2023 vs. Q1 2023
How the institutions holding Hagerty, Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 62 | 67 | +5 |
| Shares | 66.4M | 69.8M | +3.47M (+5.2%) |
| Value | $571.2M | $644.2M | +$73.0M (+12.8%) |
New holders (12)
Institutions that held Hagerty, Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Markel Group Inc.SuperinvestorMarkel Group | 3,000,000 | $28.1M | 0.33% |
| Garde Capital, Inc. | 100,000 | $936.0K | 0.08% |
| Gabelli & Co Investment Advisers, Inc. | 76,700 | $717.9K | 0.12% |
| Squarepoint Ops LLC | 46,207 | $432.5K | 0.00% |
| Cubist Systematic Strategies, LLC | 31,923 | $298.8K | 0.00% |
| Grand Wealth Management, LLC | 24,234 | $226.8K | 0.13% |
| Occudo Quantitative Strategies LP | 12,708 | $118.9K | 0.01% |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $54.7K | 0.00% |
| Rhumbline Advisers | 3,299 | $30.9K | 0.00% |
| Acadian Asset Management LLC | 2,526 | $23.0K | 0.00% |
| Harbor Capital Advisors, Inc. | 934 | $8.74K | 0.00% |
| FMR LLC | 193 | $1.81K | 0.00% |
Sold out (7)
Institutions that held Hagerty, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Wasatch Advisors Inc | 658,398 | $5.75M |
| River Road Asset Management, LLC | 167,605 | $1.46M |
| Ieq Capital, LLC | 27,840 | $243.3K |
| Millennium Management LLC | 13,514 | $118.0K |
| Advisory Services Network, LLC | 2,674 | $23.4K |
| Fifth Third Bancorp | 2,490 | $21.8K |
| Ameritas Advisory Services, LLC | 200 | $1.83K |