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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $10 | 0.00% | +1 | New |
| Aster Capital Management (DIFC) Ltd | 40 | $407 | 0.00% | +40 | New |
| Wells Fargo & Company | 52 | $529 | 0.00% | −348−87.0% | Reduced |
| Sandy Spring Bank | 150 | $1.53K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 165 | $1.68K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 300 | $3.05K | 0.00% | +300 | New |
| Deutsche Bank AG | 893 | $9.08K | 0.00% | +4+0.4% | Added |
| EverSource Wealth Advisors, LLC | 938 | $9.54K | 0.00% | +28+3.1% | Added |
| GW&K Investment Management, LLC | 1,025 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| JPMorgan Chase & Co | 1,275 | $13.0K | 0.00% | +1,275 | New |
| Center for Financial Planning, Inc. | 1,278 | $13.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,352 | $13.8K | 0.00% | +1,352 | New |
| Tower Research Capital LLC (TRC) | 1,883 | $19.1K | 0.00% | −1,004−34.8% | Reduced |
| Huntington National Bank | 3,102 | $31.5K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,793 | $38.0K | 0.00% | +3,793 | New |
| Bank of America Corp | 3,788 | $38.5K | 0.00% | −3,625−48.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $59.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 6,726 | $68.4K | 0.00% | +6,700+25,769.2% | Added |
| Steward Partners Investment Advisory, LLC | 7,599 | $77.3K | 0.00% | +1,657+27.9% | Added |
| Globeflex Capital L P | 9,344 | $95.0K | 0.01% | +9,344 | New |
| Comerica Bank | 10,282 | $104.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10,542 | $109.6K | 0.00% | +6,758+178.6% | Added |
| MeadowBrook Investment Advisors LLC | 15,260 | $155.2K | 0.14% | −120−0.8% | Reduced |
| Legal & General Group Plc | 15,626 | $158.9K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 16,126 | $164.0K | 0.08% | +16,126 | New |
| GWM Advisors LLC | 16,182 | $164.6K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 17,876 | $181.8K | 0.00% | +7,475+71.9% | Added |
| PDT Partners, LLC | 18,165 | $184.7K | 0.02% | +18,165 | New |
| Lakewood Asset Management LLC | 18,243 | $185.5K | 0.13% | +18,243 | New |
| Painted Porch Advisors LLC | 18,638 | $189.5K | 0.10% | +10,297+123.5% | Added |
| Dimensional Fund Advisors LP | 19,067 | $193.9K | 0.00% | +5,714+42.8% | Added |
| Susquehanna International Group, LLP | 22,262 | $226.4K | 0.00% | +11,866+114.1% | Added |
| California State Teachers Retirement System | 22,441 | $228.2K | 0.00% | −419−1.8% | Reduced |
| Goldstone Financial Group, LLC | 23,197 | $235.9K | 0.04% | 00.0% | Unchanged |
| Caz Investments LP | 25,000 | $258.0K | 0.24% | +10,000+66.7% | Added |
| HSBC Holdings PLC | 26,755 | $273.4K | 0.00% | −443−1.6% | Reduced |
| UBS Group AG | 26,888 | $273.5K | 0.00% | +6,083+29.2% | Added |
| Meixler Investment Management, Ltd. | 27,455 | $279.2K | 0.21% | +2,430+9.7% | Added |
| Royal Bank of Canada | 30,977 | $315.0K | 0.00% | +1,504+5.1% | Added |
| Barclays PLC | 31,675 | $322.1K | 0.00% | +5,932+23.0% | Added |
| Ameriprise Financial Inc | 31,750 | $322.9K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 32,300 | $328.5K | 0.00% | −200−0.6% | Reduced |
| Goldman Sachs Group Inc | 40,456 | $411.4K | 0.00% | +7,867+24.1% | Added |
| Cubist Systematic Strategies, LLC | 40,632 | $413.2K | 0.01% | +40,632 | New |
| D. E. Shaw & Co., Inc. | 41,758 | $424.7K | 0.00% | +14,718+54.4% | Added |
| Trexquant Investment LP | 48,515 | $493.4K | 0.01% | +37,859+355.3% | Added |
| Swiss National Bank | 50,000 | $508.5K | 0.00% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 55,000 | $559.4K | 0.36% | +5,000+10.0% | Added |
| Janus Henderson Group PLC | 57,569 | $585.3K | 0.00% | −945−1.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 57,752 | $587.3K | 0.00% | −71−0.1% | Reduced |
| UBS Asset Management Americas Inc | 59,630 | $606.4K | 0.00% | −6,923−10.4% | Reduced |
| Redmond Asset Management, LLC | 59,946 | $609.7K | 0.19% | −1,500−2.4% | Reduced |
| Morgan Stanley | 66,732 | $678.7K | 0.00% | +15,604+30.5% | Added |
| Vident Advisory, LLC | 71,165 | $723.7K | 0.02% | +38,638+118.8% | Added |
| Northern Trust Corp | 93,307 | $948.9K | 0.00% | −4,793−4.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 97,143 | $987.9K | 0.00% | +76,740+376.1% | Added |
| Garde Capital, Inc. | 100,000 | $1.02M | 0.07% | 00.0% | Unchanged |
| Millennium Management LLC | 112,626 | $1.15M | 0.00% | +90,764+415.2% | Added |
| LPL Financial LLC | 115,298 | $1.17M | 0.00% | −233−0.2% | Reduced |
| Two Sigma Investments, LP | 121,795 | $1.24M | 0.00% | +5,593+4.8% | Added |
| Citadel Advisors LLC | 126,794 | $1.29M | 0.00% | +92,068+265.1% | Added |
| State Street Corp | 127,116 | $1.29M | 0.00% | −90.0% | Reduced |
| Charles Schwab Investment Management Inc | 131,779 | $1.34M | 0.00% | −996−0.8% | Reduced |
| Two Sigma Advisers, LP | 138,900 | $1.41M | 0.00% | +56,500+68.6% | Added |
| Renaissance Technologies LLC | 159,396 | $1.62M | 0.00% | +75,200+89.3% | Added |
| Geode Capital Management, LLC | 247,449 | $2.52M | 0.00% | −9,271−3.6% | Reduced |
| Confluence Investment Management LLC | 351,930 | $3.58M | 0.05% | −11,006−3.0% | Reduced |
| BlackRock, Inc. | 457,792 | $4.66M | 0.00% | +457,792 | New |
| Lincoln Capital LLC | 463,427 | $4.71M | 1.00% | +32,483+7.5% | Added |
| Royce & Associates LP | 525,000 | $5.34M | 0.05% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 955,376 | $9.72M | 0.20% | −1,300−0.1% | Reduced |
| Greenhaven Road Investment Management, L.P. | 1,508,448 | $15.3M | 6.53% | +329,146+27.9% | Added |
| Vanguard Group Inc | 2,865,301 | $29.1M | 0.00% | +25,640+0.9% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,000,000 | $30.5M | 0.27% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,241,872 | $43.1M | 0.03% | +127,135+3.1% | Added |
| Polar Capital Holdings Plc | 5,000,000 | $50.9M | 0.30% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $526.8M | 0.46% | +1,800,000+3.6% | Added |
| 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 |