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