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, Q1 2024
Institutional positions in Hagerty, Inc. as of Mar 31, 2024. 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
- 76
- +3 vs. Q4 2023
- Shares held
- 69.7M
- +458.7K (+0.7%) vs. Q4 2023
- Total value
- $637.8M
- +$97.6M (+18.1%) vs. Q4 2023
- New holders
- 11
- 26 more added
- Sold out
- 8
- 18 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $457.5M | 0.41% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 5,000,000 | $45.8M | 0.28% | +75,000+1.5% | Added |
| Neuberger Berman Group LLC | 3,486,048 | $31.9M | 0.03% | +113,792+3.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,000,000 | $27.4M | 0.27% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,028,292 | $18.6M | 0.00% | +21,331+1.1% | Added |
| Greenhaven Road Investment Management, L.P. | 1,179,302 | $10.8M | 4.57% | +136,062+13.0% | Added |
| Fenimore Asset Management Inc | 950,766 | $8.70M | 0.18% | +5,480+0.6% | Added |
| Royce & Associates LP | 525,000 | $4.80M | 0.04% | +25,000+5.0% | Added |
| BlackRock Inc. | 457,829 | $4.19M | 0.00% | −2,100−0.5% | Reduced |
| Lincoln Capital LLC | 420,545 | $3.85M | 0.86% | +91,782+27.9% | Added |
| Confluence Investment Management LLC | 379,551 | $3.47M | 0.05% | −29,317−7.2% | Reduced |
| Geode Capital Management, LLC | 269,644 | $2.47M | 0.00% | −3,051−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 145,793 | $1.33M | 0.00% | +3,695+2.6% | Added |
| Morgan Stanley | 141,360 | $1.29M | 0.00% | +11,787+9.1% | Added |
| State Street Corp | 127,148 | $1.16M | 0.00% | −4,209−3.2% | Reduced |
| LPL Financial LLC | 117,131 | $1.07M | 0.00% | +9,000+8.3% | Added |
| Millennium Management LLC | 113,730 | $1.04M | 0.00% | −34,806−23.4% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $945.2K | 0.16% | 00.0% | Unchanged |
| Garde Capital, Inc. | 100,000 | $915.0K | 0.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 89,000 | $814.0K | 0.00% | +25,700+40.6% | Added |
| Two Sigma Investments, LP | 76,119 | $696.5K | 0.00% | +44,809+143.1% | Added |
| Redmond Asset Management, LLC | 67,141 | $614.3K | 0.20% | −2,144−3.1% | Reduced |
| Northern Trust Corp | 66,561 | $609.0K | 0.00% | −4,696−6.6% | Reduced |
| Janus Henderson Group PLC | 62,079 | $568.2K | 0.00% | −4,773−7.1% | Reduced |
| Two Sigma Advisers, LP | 56,400 | $516.1K | 0.00% | +56,400 | New |
| Swiss National Bank | 50,000 | $457.5K | 0.00% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 50,000 | $457.5K | 0.34% | 00.0% | Unchanged |
| Citadel Advisors LLC | 48,714 | $445.7K | 0.00% | +3,793+8.4% | Added |
| Marshall Wace, LLP | 40,035 | $366.3K | 0.00% | −14,040−26.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 37,050 | $339.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 32,167 | $294.3K | 0.00% | +32+0.1% | Added |
| Royal Bank of Canada | 29,231 | $267.0K | 0.00% | +27,918+2,126.3% | Added |
| HSBC Holdings PLC | 27,196 | $248.8K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 27,012 | $247.2K | 0.00% | +13,383+98.2% | Added |
| JPMorgan Chase & Co | 25,735 | $235.5K | 0.00% | −2,084−7.5% | Reduced |
| Credit Suisse AG | 25,080 | $229.5K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 24,325 | $222.6K | 0.17% | +4,250+21.2% | Added |
| Goldstone Financial Group, LLC | 23,197 | $212.3K | 0.05% | +9,247+66.3% | Added |
| UBS Group AG | 22,824 | $208.8K | 0.00% | −3,192−12.3% | Reduced |
| California State Teachers Retirement System | 22,786 | $208.5K | 0.00% | +376+1.7% | Added |
| UBS Asset Management Americas Inc | 20,855 | $190.8K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 20,727 | $189.7K | 0.00% | +248+1.2% | Added |
| Group One Trading, L.P. | 20,000 | $183.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 19,024 | $174.1K | 0.00% | +2,528+15.3% | Added |
| GWM Advisors LLC | 16,182 | $148.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 15,626 | $143.0K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 15,520 | $142.0K | 0.13% | −1,400−8.3% | Reduced |
| Squarepoint Ops LLC | 15,365 | $140.6K | 0.00% | −22,994−59.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,063 | $137.8K | 0.00% | +15,063 | New |
| Caz Investments LP | 15,000 | $137.0K | 0.27% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 10,934 | $100.0K | 0.00% | +10,934 | New |
| Gsa Capital Partners LLP | 10,610 | $97.0K | 0.01% | −12,675−54.4% | Reduced |
| Comerica Bank | 10,282 | $94.1K | 0.00% | +600+6.2% | Added |
| Bank of America Corp | 10,159 | $93.0K | 0.00% | −4,211−29.3% | Reduced |
| Citigroup Inc | 6,966 | $63.7K | 0.00% | +6,966 | New |
| Deutsche Bank AG | 6,142 | $56.2K | 0.00% | +1,430+30.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $53.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,944 | $45.2K | 0.00% | +122+2.5% | Added |
| Tower Research Capital LLC (TRC) | 3,256 | $29.8K | 0.00% | +3,256 | New |
| Huntington National Bank | 3,102 | $28.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,397 | $12.0K | 0.00% | +1,181+546.8% | Added |
| Center for Financial Planning, Inc. | 1,275 | $11.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $9.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $9.15K | 0.00% | +1,000 | New |
| GW&K Investment Management, LLC | 1,025 | $9.00K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 800 | $7.32K | 0.00% | +800 | New |
| VisionPoint Advisory Group, LLC | 718 | $6.57K | 0.00% | +284+65.4% | Added |
| Wells Fargo & Company | 585 | $5.35K | 0.00% | −1,031−63.8% | Reduced |
| Advisor Group Holdings, Inc. | 425 | $3.89K | 0.00% | −30,946−98.6% | Reduced |
| Centerpoint Advisors, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 165 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $1.37K | 0.00% | +150 | New |
| EverSource Wealth Advisors, LLC | 62 | $555 | 0.00% | +62 | New |
| FMR LLC | 23 | $210 | 0.00% | −1,300−98.3% | Reduced |
| Macquarie Group Ltd | 533 | $5 | 0.00% | +533 | New |
| Capital Advisors, Ltd. LLC | 17 | $0 | 0.00% | +17 | New |
| Grand Wealth Management, LLC | 0 | $0 | 0.00% | −24,234−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −18,551−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −15,839−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −14,701−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −6,978−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,674−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |