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 2 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.
Q3 2024 vs. Q2 2024
How the institutions holding Hagerty, Inc. changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 74 | 1 | 79 | +6 |
| Shares | 71.1M | 456.4K | 73.9M | +3.28M (+4.6%) |
| Value | $739.3M | $4.75M | $751.8M | +$17.2M (+2.3%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held Hagerty, Inc. at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| BlackRock, Inc. | 457,792 | $4.66M | 0.00% |
| Cubist Systematic Strategies, LLC | 40,632 | $413.2K | 0.01% |
| Lakewood Asset Management LLC | 18,243 | $185.5K | 0.13% |
| PDT Partners, LLC | 18,165 | $184.7K | 0.02% |
| Corton Capital Inc. | 16,126 | $164.0K | 0.08% |
| Globeflex Capital L P | 9,344 | $95.0K | 0.01% |
| Simplex Trading, LLC | 3,793 | $38.0K | 0.00% |
| Citigroup Inc | 1,352 | $13.8K | 0.00% |
| JPMorgan Chase & Co | 1,275 | $13.0K | 0.00% |
| CoreCap Advisors, LLC | 1,000 | $10.2K | 0.00% |
| Princeton Global Asset Management LLC | 300 | $3.05K | 0.00% |
| Aster Capital Management (DIFC) Ltd | 40 | $407 | 0.00% |
| Farther Finance Advisors, LLC | 1 | $10 | 0.00% |
Sold out (7)
Institutions that held Hagerty, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.07M |
| Jane Street Group, LLC | 17,875 | $185.9K |
| Virtu Financial LLC | 15,534 | $162.0K |
| Occudo Quantitative Strategies LP | 10,554 | $109.8K |
| VisionPoint Advisory Group, LLC | 896 | $9.32K |
| Catalyst Funds Management Pty Ltd | 600 | $6.24K |
| Centerpoint Advisors, LLC | 175 | $2.00K |
Not filed for Q3 2024 yet (1)
Institutions that held Hagerty, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 456,355 | $4.75M |