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.
Q4 2023 vs. Q3 2023
How the institutions holding Hagerty, Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 74 | 73 | −1 |
| Shares | 69.7M | 69.2M | −451.0K (−0.6%) |
| Value | $561.1M | $540.1M | −$21.0M (−3.7%) |
New holders (12)
Institutions that held Hagerty, Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| 17 Capital Partners, LLC | 50,000 | $390.0K | 0.36% |
| Two Sigma Investments, LP | 31,310 | $244.2K | 0.00% |
| Gsa Capital Partners LLP | 23,285 | $182.0K | 0.02% |
| Group One Trading, L.P. | 20,000 | $156.0K | 0.00% |
| MeadowBrook Investment Advisors LLC | 16,920 | $132.0K | 0.13% |
| Goldstone Financial Group, LLC | 13,950 | $108.8K | 0.03% |
| D. E. Shaw & Co., Inc. | 13,629 | $106.3K | 0.00% |
| Ronald Blue Trust, Inc. | 6,978 | $57.0K | 0.00% |
| Advisory Services Network, LLC | 2,674 | $20.9K | 0.00% |
| Geneos Wealth Management Inc. | 1,000 | $7.80K | 0.00% |
| VisionPoint Advisory Group, LLC | 434 | $3.38K | 0.00% |
| EntryPoint Capital, LLC | 17 | $133 | 0.00% |
Sold out (13)
Institutions that held Hagerty, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Working Capital Advisors (UK) Ltd. | 985,238 | $8.05M |
| Jane Street Group, LLC | 23,230 | $189.8K |
| HRT Financial LP | 21,712 | $177.0K |
| Susquehanna International Group, LLP | 20,708 | $169.2K |
| Quadrature Capital Ltd | 18,031 | $147.1K |
| Commonwealth Equity Services, LLC | 12,944 | $106.0K |
| Cambridge Investment Research Advisors, Inc. | 10,353 | $85.0K |
| Occudo Quantitative Strategies LP | 10,367 | $84.7K |
| Tower Research Capital LLC (TRC) | 5,077 | $41.5K |
| Point72 Asset Management, L.P. | 2,902 | $23.7K |
| JNBA Financial Advisors | 769 | $6.28K |
| Register Financial Advisors LLC | 333 | $2.72K |
| Citigroup Inc | 45 | $368 |