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, Q3 2024
Institutional positions in Hagerty, Inc. as of Sep 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
- 79
- +6 vs. Q2 2024
- Shares held
- 73.9M
- +3.28M (+4.6%) vs. Q2 2024
- Total value
- $751.8M
- +$17.2M (+2.3%) vs. Q2 2024
- New holders
- 13
- 31 more added
- Sold out
- 7
- 18 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $526.8M | 0.46% | +1,800,000+3.6% | Added |
| Polar Capital Holdings Plc | 5,000,000 | $50.9M | 0.30% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,241,872 | $43.1M | 0.03% | +127,135+3.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,000,000 | $30.5M | 0.27% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,865,301 | $29.1M | 0.00% | +25,640+0.9% | Added |
| Greenhaven Road Investment Management, L.P. | 1,508,448 | $15.3M | 6.53% | +329,146+27.9% | Added |
| Fenimore Asset Management Inc | 955,376 | $9.72M | 0.20% | −1,300−0.1% | Reduced |
| Royce & Associates LP | 525,000 | $5.34M | 0.05% | 00.0% | Unchanged |
| Lincoln Capital LLC | 463,427 | $4.71M | 1.00% | +32,483+7.5% | Added |
| BlackRock, Inc. | 457,792 | $4.66M | 0.00% | +457,792 | New |
| Confluence Investment Management LLC | 351,930 | $3.58M | 0.05% | −11,006−3.0% | Reduced |
| Geode Capital Management, LLC | 247,449 | $2.52M | 0.00% | −9,271−3.6% | Reduced |
| Renaissance Technologies LLC | 159,396 | $1.62M | 0.00% | +75,200+89.3% | Added |
| Two Sigma Advisers, LP | 138,900 | $1.41M | 0.00% | +56,500+68.6% | Added |
| Charles Schwab Investment Management Inc | 131,779 | $1.34M | 0.00% | −996−0.8% | Reduced |
| State Street Corp | 127,116 | $1.29M | 0.00% | −90.0% | Reduced |
| Citadel Advisors LLC | 126,794 | $1.29M | 0.00% | +92,068+265.1% | Added |
| Two Sigma Investments, LP | 121,795 | $1.24M | 0.00% | +5,593+4.8% | Added |
| LPL Financial LLC | 115,298 | $1.17M | 0.00% | −233−0.2% | Reduced |
| Millennium Management LLC | 112,626 | $1.15M | 0.00% | +90,764+415.2% | Added |
| Garde Capital, Inc. | 100,000 | $1.02M | 0.07% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 97,143 | $987.9K | 0.00% | +76,740+376.1% | Added |
| Northern Trust Corp | 93,307 | $948.9K | 0.00% | −4,793−4.9% | Reduced |
| Vident Advisory, LLC | 71,165 | $723.7K | 0.02% | +38,638+118.8% | Added |
| Morgan Stanley | 66,732 | $678.7K | 0.00% | +15,604+30.5% | Added |
| Redmond Asset Management, LLC | 59,946 | $609.7K | 0.19% | −1,500−2.4% | Reduced |
| UBS Asset Management Americas Inc | 59,630 | $606.4K | 0.00% | −6,923−10.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 57,752 | $587.3K | 0.00% | −71−0.1% | Reduced |
| Janus Henderson Group PLC | 57,569 | $585.3K | 0.00% | −945−1.6% | Reduced |
| 17 Capital Partners, LLC | 55,000 | $559.4K | 0.36% | +5,000+10.0% | Added |
| Swiss National Bank | 50,000 | $508.5K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 48,515 | $493.4K | 0.01% | +37,859+355.3% | Added |
| D. E. Shaw & Co., Inc. | 41,758 | $424.7K | 0.00% | +14,718+54.4% | Added |
| Cubist Systematic Strategies, LLC | 40,632 | $413.2K | 0.01% | +40,632 | New |
| Goldman Sachs Group Inc | 40,456 | $411.4K | 0.00% | +7,867+24.1% | Added |
| Raymond James & Associates | 32,300 | $328.5K | 0.00% | −200−0.6% | Reduced |
| Ameriprise Financial Inc | 31,750 | $322.9K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 31,675 | $322.1K | 0.00% | +5,932+23.0% | Added |
| Royal Bank of Canada | 30,977 | $315.0K | 0.00% | +1,504+5.1% | Added |
| Meixler Investment Management, Ltd. | 27,455 | $279.2K | 0.21% | +2,430+9.7% | Added |
| UBS Group AG | 26,888 | $273.5K | 0.00% | +6,083+29.2% | Added |
| HSBC Holdings PLC | 26,755 | $273.4K | 0.00% | −443−1.6% | Reduced |
| Caz Investments LP | 25,000 | $258.0K | 0.24% | +10,000+66.7% | Added |
| Goldstone Financial Group, LLC | 23,197 | $235.9K | 0.04% | 00.0% | Unchanged |
| California State Teachers Retirement System | 22,441 | $228.2K | 0.00% | −419−1.8% | Reduced |
| Susquehanna International Group, LLP | 22,262 | $226.4K | 0.00% | +11,866+114.1% | Added |
| Dimensional Fund Advisors LP | 19,067 | $193.9K | 0.00% | +5,714+42.8% | Added |
| Painted Porch Advisors LLC | 18,638 | $189.5K | 0.10% | +10,297+123.5% | Added |
| Lakewood Asset Management LLC | 18,243 | $185.5K | 0.13% | +18,243 | New |
| PDT Partners, LLC | 18,165 | $184.7K | 0.02% | +18,165 | New |
| Algert Global LLC | 17,876 | $181.8K | 0.00% | +7,475+71.9% | Added |
| GWM Advisors LLC | 16,182 | $164.6K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 16,126 | $164.0K | 0.08% | +16,126 | New |
| Legal & General Group Plc | 15,626 | $158.9K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 15,260 | $155.2K | 0.14% | −120−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 10,542 | $109.6K | 0.00% | +6,758+178.6% | Added |
| Comerica Bank | 10,282 | $104.6K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 9,344 | $95.0K | 0.01% | +9,344 | New |
| Steward Partners Investment Advisory, LLC | 7,599 | $77.3K | 0.00% | +1,657+27.9% | Added |
| FMR LLC | 6,726 | $68.4K | 0.00% | +6,700+25,769.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $59.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 3,788 | $38.5K | 0.00% | −3,625−48.9% | Reduced |
| Simplex Trading, LLC | 3,793 | $38.0K | 0.00% | +3,793 | New |
| Huntington National Bank | 3,102 | $31.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,883 | $19.1K | 0.00% | −1,004−34.8% | Reduced |
| Citigroup Inc | 1,352 | $13.8K | 0.00% | +1,352 | New |
| Center for Financial Planning, Inc. | 1,278 | $13.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,275 | $13.0K | 0.00% | +1,275 | New |
| Geneos Wealth Management Inc. | 1,000 | $10.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,000 | $10.2K | 0.00% | +1,000 | New |
| GW&K Investment Management, LLC | 1,025 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 938 | $9.54K | 0.00% | +28+3.1% | Added |
| Deutsche Bank AG | 893 | $9.08K | 0.00% | +4+0.4% | Added |
| Princeton Global Asset Management LLC | 300 | $3.05K | 0.00% | +300 | New |
| Compass Wealth Management LLC | 165 | $1.68K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $1.53K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 52 | $529 | 0.00% | −348−87.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 40 | $407 | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 1 | $10 | 0.00% | +1 | New |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −103,300−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −17,875−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,534−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,554−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |