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, Q2 2024
Institutional positions in Hagerty, Inc. as of Jun 30, 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
- 74
- −1 vs. Q1 2024
- Shares held
- 71.1M
- +1.41M (+2.0%) vs. Q1 2024
- Total value
- $739.3M
- +$101.8M (+16.0%) vs. Q1 2024
- New holders
- 11
- 22 more added
- Sold out
- 12
- 20 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $520.0M | 0.47% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 5,000,000 | $52.0M | 0.31% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,114,737 | $42.8M | 0.04% | +628,689+18.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,000,000 | $31.2M | 0.31% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,839,661 | $29.5M | 0.00% | +811,369+40.0% | Added |
| Greenhaven Road Investment Management, L.P. | 1,179,302 | $12.3M | 5.68% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 956,676 | $9.95M | 0.22% | +5,910+0.6% | Added |
| Royce & Associates LP | 525,000 | $5.46M | 0.05% | 00.0% | Unchanged |
| BlackRock Inc. | 456,355 | $4.75M | 0.00% | −1,474−0.3% | Reduced |
| Lincoln Capital LLC | 430,944 | $4.48M | 1.00% | +10,399+2.5% | Added |
| Confluence Investment Management LLC | 362,936 | $3.77M | 0.05% | −16,615−4.4% | Reduced |
| Geode Capital Management, LLC | 256,720 | $2.67M | 0.00% | −12,924−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 132,775 | $1.38M | 0.00% | −13,018−8.9% | Reduced |
| State Street Corp | 127,125 | $1.32M | 0.00% | −230.0% | Reduced |
| Two Sigma Investments, LP | 116,202 | $1.21M | 0.00% | +40,083+52.7% | Added |
| LPL Financial LLC | 115,531 | $1.20M | 0.00% | −1,600−1.4% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.07M | 0.18% | 00.0% | Unchanged |
| Garde Capital, Inc. | 100,000 | $1.04M | 0.07% | 00.0% | Unchanged |
| Northern Trust Corp | 98,100 | $1.02M | 0.00% | +31,539+47.4% | Added |
| Renaissance Technologies LLC | 84,196 | $875.6K | 0.00% | −4,804−5.4% | Reduced |
| Two Sigma Advisers, LP | 82,400 | $857.0K | 0.00% | +26,000+46.1% | Added |
| UBS Asset Management Americas Inc | 66,553 | $692.2K | 0.00% | +45,698+219.1% | Added |
| Redmond Asset Management, LLC | 61,446 | $639.0K | 0.21% | −5,695−8.5% | Reduced |
| Janus Henderson Group PLC | 58,514 | $608.5K | 0.00% | −3,565−5.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 57,823 | $601.4K | 0.00% | +20,773+56.1% | Added |
| Morgan Stanley | 51,128 | $531.7K | 0.00% | −90,232−63.8% | Reduced |
| Swiss National Bank | 50,000 | $520.0K | 0.00% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 50,000 | $520.0K | 0.37% | 00.0% | Unchanged |
| Citadel Advisors LLC | 34,726 | $361.1K | 0.00% | −13,988−28.7% | Reduced |
| Goldman Sachs Group Inc | 32,589 | $338.9K | 0.00% | +11,862+57.2% | Added |
| Vident Advisory, LLC | 32,527 | $338.3K | 0.01% | +13,503+71.0% | Added |
| Raymond James & Associates | 32,500 | $338.0K | 0.00% | +32,500 | New |
| Ameriprise Financial Inc | 31,750 | $330.2K | 0.00% | +31,750 | New |
| Royal Bank of Canada | 29,473 | $306.0K | 0.00% | +242+0.8% | Added |
| D. E. Shaw & Co., Inc. | 27,040 | $281.2K | 0.00% | +28+0.1% | Added |
| HSBC Holdings PLC | 27,198 | $280.7K | 0.00% | +20.0% | Added |
| Barclays PLC | 25,743 | $267.7K | 0.00% | −6,424−20.0% | Reduced |
| Meixler Investment Management, Ltd. | 25,025 | $260.3K | 0.20% | +700+2.9% | Added |
| Goldstone Financial Group, LLC | 23,197 | $241.2K | 0.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 22,860 | $237.7K | 0.00% | +74+0.3% | Added |
| Millennium Management LLC | 21,862 | $227.4K | 0.00% | −91,868−80.8% | Reduced |
| UBS Group AG | 20,805 | $216.4K | 0.00% | −2,019−8.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 20,403 | $212.2K | 0.00% | +5,340+35.5% | Added |
| Jane Street Group, LLC | 17,875 | $185.9K | 0.00% | +17,875 | New |
| GWM Advisors LLC | 16,182 | $168.3K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 15,626 | $162.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,534 | $162.0K | 0.01% | +15,534 | New |
| MeadowBrook Investment Advisors LLC | 15,380 | $160.0K | 0.15% | −140−0.9% | Reduced |
| Caz Investments LP | 15,000 | $156.0K | 0.23% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 13,353 | $138.9K | 0.00% | +13,353 | New |
| Trexquant Investment LP | 10,656 | $110.8K | 0.00% | +10,656 | New |
| Occudo Quantitative Strategies LP | 10,554 | $109.8K | 0.02% | +10,554 | New |
| Algert Global LLC | 10,401 | $108.2K | 0.00% | +10,401 | New |
| Susquehanna International Group, LLP | 10,396 | $108.1K | 0.00% | +10,396 | New |
| Comerica Bank | 10,282 | $106.9K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 8,341 | $86.7K | 0.05% | +8,341 | New |
| Bank of America Corp | 7,413 | $77.1K | 0.00% | −2,746−27.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,942 | $61.8K | 0.00% | +998+20.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $60.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,784 | $34.6K | 0.00% | +3,784 | New |
| Huntington National Bank | 3,102 | $32.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,887 | $30.0K | 0.00% | −369−11.3% | Reduced |
| Center for Financial Planning, Inc. | 1,278 | $13.3K | 0.00% | +3+0.2% | Added |
| GW&K Investment Management, LLC | 1,025 | $11.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 910 | $10.1K | 0.00% | +848+1,367.7% | Added |
| VisionPoint Advisory Group, LLC | 896 | $9.32K | 0.00% | +178+24.8% | Added |
| Deutsche Bank AG | 889 | $9.25K | 0.00% | −5,253−85.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $6.24K | 0.00% | −200−25.0% | Reduced |
| Wells Fargo & Company | 400 | $4.16K | 0.00% | −185−31.6% | Reduced |
| Centerpoint Advisors, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 165 | $1.72K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $1.56K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 26 | $270 | 0.00% | +3+13.0% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −40,035−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −25,735−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,365−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,934−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,610−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −6,966−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,397−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |