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 |
|---|---|---|---|---|---|
| FMR LLC | 26 | $270 | 0.00% | +3+13.0% | Added |
| Sandy Spring Bank | 150 | $1.56K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 165 | $1.72K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 400 | $4.16K | 0.00% | −185−31.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $6.24K | 0.00% | −200−25.0% | Reduced |
| Deutsche Bank AG | 889 | $9.25K | 0.00% | −5,253−85.5% | Reduced |
| VisionPoint Advisory Group, LLC | 896 | $9.32K | 0.00% | +178+24.8% | Added |
| EverSource Wealth Advisors, LLC | 910 | $10.1K | 0.00% | +848+1,367.7% | Added |
| Geneos Wealth Management Inc. | 1,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,025 | $11.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,278 | $13.3K | 0.00% | +3+0.2% | Added |
| Tower Research Capital LLC (TRC) | 2,887 | $30.0K | 0.00% | −369−11.3% | Reduced |
| Huntington National Bank | 3,102 | $32.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,784 | $34.6K | 0.00% | +3,784 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $60.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,942 | $61.8K | 0.00% | +998+20.2% | Added |
| Bank of America Corp | 7,413 | $77.1K | 0.00% | −2,746−27.0% | Reduced |
| Painted Porch Advisors LLC | 8,341 | $86.7K | 0.05% | +8,341 | New |
| Comerica Bank | 10,282 | $106.9K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,396 | $108.1K | 0.00% | +10,396 | New |
| Algert Global LLC | 10,401 | $108.2K | 0.00% | +10,401 | New |
| Occudo Quantitative Strategies LP | 10,554 | $109.8K | 0.02% | +10,554 | New |
| Trexquant Investment LP | 10,656 | $110.8K | 0.00% | +10,656 | New |
| Dimensional Fund Advisors LP | 13,353 | $138.9K | 0.00% | +13,353 | New |
| Caz Investments LP | 15,000 | $156.0K | 0.23% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 15,380 | $160.0K | 0.15% | −140−0.9% | Reduced |
| Virtu Financial LLC | 15,534 | $162.0K | 0.01% | +15,534 | New |
| Legal & General Group Plc | 15,626 | $162.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 16,182 | $168.3K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,875 | $185.9K | 0.00% | +17,875 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 20,403 | $212.2K | 0.00% | +5,340+35.5% | Added |
| UBS Group AG | 20,805 | $216.4K | 0.00% | −2,019−8.8% | Reduced |
| Millennium Management LLC | 21,862 | $227.4K | 0.00% | −91,868−80.8% | Reduced |
| California State Teachers Retirement System | 22,860 | $237.7K | 0.00% | +74+0.3% | Added |
| Goldstone Financial Group, LLC | 23,197 | $241.2K | 0.05% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 25,025 | $260.3K | 0.20% | +700+2.9% | Added |
| Barclays PLC | 25,743 | $267.7K | 0.00% | −6,424−20.0% | Reduced |
| HSBC Holdings PLC | 27,198 | $280.7K | 0.00% | +20.0% | Added |
| D. E. Shaw & Co., Inc. | 27,040 | $281.2K | 0.00% | +28+0.1% | Added |
| Royal Bank of Canada | 29,473 | $306.0K | 0.00% | +242+0.8% | Added |
| Ameriprise Financial Inc | 31,750 | $330.2K | 0.00% | +31,750 | New |
| Raymond James & Associates | 32,500 | $338.0K | 0.00% | +32,500 | New |
| Vident Advisory, LLC | 32,527 | $338.3K | 0.01% | +13,503+71.0% | Added |
| Goldman Sachs Group Inc | 32,589 | $338.9K | 0.00% | +11,862+57.2% | Added |
| Citadel Advisors LLC | 34,726 | $361.1K | 0.00% | −13,988−28.7% | 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 |
| Morgan Stanley | 51,128 | $531.7K | 0.00% | −90,232−63.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 57,823 | $601.4K | 0.00% | +20,773+56.1% | Added |
| Janus Henderson Group PLC | 58,514 | $608.5K | 0.00% | −3,565−5.7% | Reduced |
| Redmond Asset Management, LLC | 61,446 | $639.0K | 0.21% | −5,695−8.5% | Reduced |
| UBS Asset Management Americas Inc | 66,553 | $692.2K | 0.00% | +45,698+219.1% | Added |
| Two Sigma Advisers, LP | 82,400 | $857.0K | 0.00% | +26,000+46.1% | Added |
| Renaissance Technologies LLC | 84,196 | $875.6K | 0.00% | −4,804−5.4% | Reduced |
| Northern Trust Corp | 98,100 | $1.02M | 0.00% | +31,539+47.4% | Added |
| Garde Capital, Inc. | 100,000 | $1.04M | 0.07% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.07M | 0.18% | 00.0% | Unchanged |
| LPL Financial LLC | 115,531 | $1.20M | 0.00% | −1,600−1.4% | Reduced |
| Two Sigma Investments, LP | 116,202 | $1.21M | 0.00% | +40,083+52.7% | Added |
| State Street Corp | 127,125 | $1.32M | 0.00% | −230.0% | Reduced |
| Charles Schwab Investment Management Inc | 132,775 | $1.38M | 0.00% | −13,018−8.9% | Reduced |
| Geode Capital Management, LLC | 256,720 | $2.67M | 0.00% | −12,924−4.8% | Reduced |
| Confluence Investment Management LLC | 362,936 | $3.77M | 0.05% | −16,615−4.4% | Reduced |
| Lincoln Capital LLC | 430,944 | $4.48M | 1.00% | +10,399+2.5% | Added |
| BlackRock Inc. | 456,355 | $4.75M | 0.00% | −1,474−0.3% | Reduced |
| Royce & Associates LP | 525,000 | $5.46M | 0.05% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 956,676 | $9.95M | 0.22% | +5,910+0.6% | Added |
| Greenhaven Road Investment Management, L.P. | 1,179,302 | $12.3M | 5.68% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,839,661 | $29.5M | 0.00% | +811,369+40.0% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,000,000 | $31.2M | 0.31% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,114,737 | $42.8M | 0.04% | +628,689+18.0% | Added |
| Polar Capital Holdings Plc | 5,000,000 | $52.0M | 0.31% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 50,000,000 | $520.0M | 0.47% | 00.0% | Unchanged |
| 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 |