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