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