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, Q3 2023
Institutional positions in Hagerty, Inc. as of Sep 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
- 74
- +7 vs. Q2 2023
- Shares held
- 69.7M
- −145.7K (−0.2%) vs. Q2 2023
- Total value
- $561.1M
- −$83.1M (−12.9%) vs. Q2 2023
- New holders
- 13
- 20 more added
- Sold out
- 6
- 20 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $408.5M | 0.41% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 4,581,705 | $37.4M | 0.28% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 3,398,861 | $27.8M | 0.03% | −23,094−0.7% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 3,000,000 | $24.5M | 0.30% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,024,167 | $16.5M | 0.00% | −20,598−1.0% | Reduced |
| Working Capital Advisors (UK) Ltd. | 985,238 | $8.05M | 5.42% | +19,412+2.0% | Added |
| Fenimore Asset Management Inc | 937,686 | $7.66M | 0.20% | +10,050+1.1% | Added |
| Royce & Associates LP | 475,000 | $3.88M | 0.04% | 00.0% | Unchanged |
| BlackRock Inc. | 457,762 | $3.74M | 0.00% | −143,352−23.8% | Reduced |
| Confluence Investment Management LLC | 446,838 | $3.65M | 0.06% | −28,956−6.1% | Reduced |
| Lincoln Capital LLC | 278,623 | $2.28M | 0.60% | +725+0.3% | Added |
| Geode Capital Management, LLC | 272,548 | $2.23M | 0.00% | −38,577−12.4% | Reduced |
| State Street Corp | 135,012 | $1.10M | 0.00% | +11,147+9.0% | Added |
| Charles Schwab Investment Management Inc | 125,441 | $1.02M | 0.00% | −42,866−25.5% | Reduced |
| UBS Group AG | 118,098 | $964.9K | 0.00% | −19,888−14.4% | Reduced |
| Garde Capital, Inc. | 100,000 | $817.0K | 0.07% | 00.0% | Unchanged |
| LPL Financial LLC | 95,106 | $777.0K | 0.00% | +12,192+14.7% | Added |
| Redmond Asset Management, LLC | 83,903 | $685.5K | 0.24% | −4,000−4.6% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 76,700 | $626.6K | 0.10% | 00.0% | Unchanged |
| Millennium Management LLC | 64,365 | $525.9K | 0.00% | +64,365 | New |
| Squarepoint Ops LLC | 64,349 | $525.7K | 0.00% | +18,142+39.3% | Added |
| Janus Henderson Group PLC | 60,974 | $498.2K | 0.00% | +1,617+2.7% | Added |
| Northern Trust Corp | 58,092 | $474.6K | 0.00% | −6,976−10.7% | Reduced |
| Swiss National Bank | 55,700 | $455.1K | 0.00% | +1,800+3.3% | Added |
| Citadel Advisors LLC | 53,644 | $438.3K | 0.00% | +15,674+41.3% | Added |
| Marshall Wace, LLP | 53,230 | $434.9K | 0.00% | +53,230 | New |
| Renaissance Technologies LLC | 52,100 | $426.0K | 0.00% | +6,700+14.8% | Added |
| Morgan Stanley | 47,137 | $385.1K | 0.00% | +8,083+20.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 36,570 | $298.8K | 0.00% | +5,000+15.8% | Added |
| Bank of New York Mellon Corp | 34,459 | $281.5K | 0.00% | +828+2.5% | Added |
| Cubist Systematic Strategies, LLC | 31,961 | $261.1K | 0.00% | +38+0.1% | Added |
| Barclays PLC | 26,815 | $219.1K | 0.00% | +20,341+314.2% | Added |
| HSBC Holdings PLC | 25,038 | $205.8K | 0.00% | +25,038 | New |
| Credit Suisse AG | 25,080 | $204.9K | 0.00% | −1,334−5.1% | Reduced |
| Grand Wealth Management, LLC | 24,234 | $198.0K | 0.12% | 00.0% | Unchanged |
| Bank of America Corp | 24,092 | $196.8K | 0.00% | +642+2.7% | Added |
| Jane Street Group, LLC | 23,230 | $189.8K | 0.00% | +23,230 | New |
| California State Teachers Retirement System | 22,404 | $183.0K | 0.00% | +446+2.0% | Added |
| HRT Financial LP | 21,712 | $177.0K | 0.00% | +21,712 | New |
| UBS Asset Management Americas Inc | 20,855 | $170.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,708 | $169.2K | 0.00% | −8,602−29.3% | Reduced |
| Meixler Investment Management, Ltd. | 19,725 | $161.2K | 0.14% | +19,725 | New |
| JPMorgan Chase & Co | 19,216 | $157.0K | 0.00% | −9,299−32.6% | Reduced |
| Quadrature Capital Ltd | 18,031 | $147.1K | 0.00% | +18,031 | New |
| Goldman Sachs Group Inc | 17,218 | $140.7K | 0.00% | −2,201−11.3% | Reduced |
| Corton Capital Inc. | 16,313 | $133.3K | 0.07% | +16,313 | New |
| GWM Advisors LLC | 16,182 | $132.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 15,626 | $127.7K | 0.00% | 00.0% | Unchanged |
| Caz Investments LP | 15,000 | $123.0K | 0.35% | 00.0% | Unchanged |
| Vident Advisory, LLC | 14,576 | $119.1K | 0.00% | +14,576 | New |
| Commonwealth Equity Services, LLC | 12,944 | $106.0K | 0.00% | +1,650+14.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,353 | $85.0K | 0.00% | −195−1.8% | Reduced |
| Occudo Quantitative Strategies LP | 10,367 | $84.7K | 0.01% | −2,341−18.4% | Reduced |
| Comerica Bank | 10,282 | $84.0K | 0.00% | +10,282 | New |
| Greenhaven Road Investment Management, L.P. | 1,021,701 | $83.5K | 4.19% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $47.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,077 | $41.5K | 0.00% | +5,077 | New |
| Deutsche Bank AG | 4,712 | $38.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,770 | $30.8K | 0.00% | +2,148+132.4% | Added |
| Rhumbline Advisers | 3,299 | $27.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,102 | $25.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,923 | $23.9K | 0.00% | −1,543−34.5% | Reduced |
| Point72 Asset Management, L.P. | 2,902 | $23.7K | 0.00% | +2,902 | New |
| Royal Bank of Canada | 2,413 | $19.0K | 0.00% | −5−0.2% | Reduced |
| Center for Financial Planning, Inc. | 1,275 | $10.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 825 | $7.00K | 0.00% | +825 | New |
| JNBA Financial Advisors | 769 | $6.28K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 625 | $5.11K | 0.00% | +150+31.6% | Added |
| Register Financial Advisors LLC | 333 | $2.72K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 165 | $1.35K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 175 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 45 | $368 | 0.00% | −584−92.8% | Reduced |
| FMR LLC | 2 | $16 | 0.00% | −191−99.0% | Reduced |
| Simplex Trading, LLC | 104 | $0 | 0.00% | −9,928−99.0% | Reduced |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −187,080−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,526−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,970−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Adirondack Retirement Specialists, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |