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, Q4 2023
Institutional positions in Hagerty, Inc. as of Dec 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
- 73
- −1 vs. Q3 2023
- Shares held
- 69.2M
- −451.0K (−0.6%) vs. Q3 2023
- Total value
- $540.1M
- −$21.0M (−3.7%) vs. Q3 2023
- New holders
- 12
- 29 more added
- Sold out
- 13
- 16 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $390.0M | 0.38% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 4,925,000 | $38.4M | 0.27% | +343,295+7.5% | Added |
| Neuberger Berman Group LLC | 3,372,256 | $26.3M | 0.02% | −26,605−0.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 3,000,000 | $23.4M | 0.25% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,006,961 | $15.7M | 0.00% | −17,206−0.9% | Reduced |
| Greenhaven Road Investment Management, L.P. | 1,043,240 | $8.14M | 3.42% | +21,539+2.1% | Added |
| Fenimore Asset Management Inc | 945,286 | $7.37M | 0.17% | +7,600+0.8% | Added |
| Royce & Associates LP | 500,000 | $3.90M | 0.04% | +25,000+5.3% | Added |
| BlackRock Inc. | 459,929 | $3.59M | 0.00% | +2,167+0.5% | Added |
| Confluence Investment Management LLC | 408,868 | $3.19M | 0.05% | −37,970−8.5% | Reduced |
| Lincoln Capital LLC | 328,763 | $2.59M | 0.63% | +50,140+18.0% | Added |
| Geode Capital Management, LLC | 272,695 | $2.13M | 0.00% | +147+0.1% | Added |
| Millennium Management LLC | 148,536 | $1.16M | 0.00% | +84,171+130.8% | Added |
| Charles Schwab Investment Management Inc | 142,098 | $1.11M | 0.00% | +16,657+13.3% | Added |
| State Street Corp | 131,357 | $1.02M | 0.00% | −3,655−2.7% | Reduced |
| Morgan Stanley | 129,573 | $1.01M | 0.00% | +82,436+174.9% | Added |
| LPL Financial LLC | 108,131 | $843.4K | 0.00% | +13,025+13.7% | Added |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $805.7K | 0.15% | +26,600+34.7% | Added |
| Garde Capital, Inc. | 100,000 | $780.0K | 0.06% | 00.0% | Unchanged |
| Northern Trust Corp | 71,257 | $555.8K | 0.00% | +13,165+22.7% | Added |
| Redmond Asset Management, LLC | 69,285 | $540.4K | 0.17% | −14,618−17.4% | Reduced |
| Janus Henderson Group PLC | 66,852 | $521.4K | 0.00% | +5,878+9.6% | Added |
| Renaissance Technologies LLC | 63,300 | $494.0K | 0.00% | +11,200+21.5% | Added |
| Marshall Wace, LLP | 54,075 | $421.8K | 0.00% | +845+1.6% | Added |
| Swiss National Bank | 50,000 | $390.0K | 0.00% | −5,700−10.2% | Reduced |
| 17 Capital Partners, LLC | 50,000 | $390.0K | 0.36% | +50,000 | New |
| Citadel Advisors LLC | 44,921 | $350.4K | 0.00% | −8,723−16.3% | Reduced |
| Squarepoint Ops LLC | 38,359 | $299.2K | 0.00% | −25,990−40.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 37,050 | $289.0K | 0.00% | +480+1.3% | Added |
| Barclays PLC | 32,135 | $250.7K | 0.00% | +5,320+19.8% | Added |
| Advisor Group Holdings, Inc. | 31,371 | $244.7K | 0.00% | +30,746+4,919.4% | Added |
| Two Sigma Investments, LP | 31,310 | $244.2K | 0.00% | +31,310 | New |
| JPMorgan Chase & Co | 27,819 | $217.0K | 0.00% | +8,603+44.8% | Added |
| HSBC Holdings PLC | 27,196 | $209.7K | 0.00% | +2,158+8.6% | Added |
| UBS Group AG | 26,016 | $202.9K | 0.00% | −92,082−78.0% | Reduced |
| Credit Suisse AG | 25,080 | $195.6K | 0.00% | 00.0% | Unchanged |
| Grand Wealth Management, LLC | 24,234 | $189.0K | 0.10% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 23,285 | $182.0K | 0.02% | +23,285 | New |
| California State Teachers Retirement System | 22,410 | $174.8K | 0.00% | +60.0% | Added |
| UBS Asset Management Americas Inc | 20,855 | $162.7K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 20,479 | $159.7K | 0.00% | +3,261+18.9% | Added |
| Meixler Investment Management, Ltd. | 20,075 | $156.6K | 0.13% | +350+1.8% | Added |
| Group One Trading, L.P. | 20,000 | $156.0K | 0.00% | +20,000 | New |
| Cubist Systematic Strategies, LLC | 18,551 | $144.7K | 0.00% | −13,410−42.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 16,920 | $132.0K | 0.13% | +16,920 | New |
| Vident Advisory, LLC | 16,496 | $128.7K | 0.00% | +1,920+13.2% | Added |
| GWM Advisors LLC | 16,182 | $126.2K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 15,839 | $123.5K | 0.00% | −18,620−54.0% | Reduced |
| Legal & General Group Plc | 15,626 | $121.9K | 0.00% | 00.0% | Unchanged |
| Caz Investments LP | 15,000 | $117.0K | 0.29% | 00.0% | Unchanged |
| Corton Capital Inc. | 14,701 | $114.7K | 0.04% | −1,612−9.9% | Reduced |
| Bank of America Corp | 14,370 | $112.1K | 0.00% | −9,722−40.4% | Reduced |
| Goldstone Financial Group, LLC | 13,950 | $108.8K | 0.03% | +13,950 | New |
| D. E. Shaw & Co., Inc. | 13,629 | $106.3K | 0.00% | +13,629 | New |
| Comerica Bank | 9,682 | $75.5K | 0.00% | −600−5.8% | Reduced |
| Ronald Blue Trust, Inc. | 6,978 | $57.0K | 0.00% | +6,978 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $45.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,822 | $37.6K | 0.00% | +1,052+27.9% | Added |
| Deutsche Bank AG | 4,712 | $36.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,299 | $25.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,102 | $24.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,674 | $20.9K | 0.00% | +2,674 | New |
| Wells Fargo & Company | 1,616 | $12.6K | 0.00% | −1,307−44.7% | Reduced |
| FMR LLC | 1,323 | $10.3K | 0.00% | +1,321+66,050.0% | Added |
| Royal Bank of Canada | 1,313 | $10.0K | 0.00% | −1,100−45.6% | Reduced |
| Center for Financial Planning, Inc. | 1,275 | $9.95K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,025 | $8.00K | 0.00% | +200+24.2% | Added |
| Geneos Wealth Management Inc. | 1,000 | $7.80K | 0.00% | +1,000 | New |
| VisionPoint Advisory Group, LLC | 434 | $3.38K | 0.00% | +434 | New |
| Compass Wealth Management LLC | 165 | $1.29K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 175 | $1.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 216 | $1.00K | 0.00% | +112+107.7% | Added |
| EntryPoint Capital, LLC | 17 | $133 | 0.00% | +17 | New |
| Working Capital Advisors (UK) Ltd. | 0 | $0 | 0.00% | −985,238−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,230−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,712−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,708−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,031−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,944−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,353−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,367−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5,077−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −45−100.0% | Sold out |