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.
Q1 2024 vs. Q4 2023
How the institutions holding Hagerty, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 73 | 76 | +3 |
| Shares | 69.2M | 69.7M | +458.7K (+0.7%) |
| Value | $540.1M | $637.8M | +$97.6M (+18.1%) |
New holders (11)
Institutions that held Hagerty, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Two Sigma Advisers, LP | 56,400 | $516.1K | 0.00% |
| Connor, Clark & Lunn Investment Management Ltd. | 15,063 | $137.8K | 0.00% |
| Two Sigma Securities, LLC | 10,934 | $100.0K | 0.00% |
| Citigroup Inc | 6,966 | $63.7K | 0.00% |
| Tower Research Capital LLC (TRC) | 3,256 | $29.8K | 0.00% |
| CoreCap Advisors, LLC | 1,000 | $9.15K | 0.00% |
| Catalyst Funds Management Pty Ltd | 800 | $7.32K | 0.00% |
| Sandy Spring Bank | 150 | $1.37K | 0.00% |
| EverSource Wealth Advisors, LLC | 62 | $555 | 0.00% |
| Macquarie Group Ltd | 533 | $5 | 0.00% |
| Capital Advisors, Ltd. LLC | 17 | $0 | 0.00% |
Sold out (8)
Institutions that held Hagerty, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Grand Wealth Management, LLC | 24,234 | $189.0K |
| Cubist Systematic Strategies, LLC | 18,551 | $144.7K |
| Bank of New York Mellon Corp | 15,839 | $123.5K |
| Corton Capital Inc. | 14,701 | $114.7K |
| Ronald Blue Trust, Inc. | 6,978 | $57.0K |
| Rhumbline Advisers | 3,299 | $25.7K |
| Advisory Services Network, LLC | 2,674 | $20.9K |
| EntryPoint Capital, LLC | 17 | $133 |