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, Q4 2024
Institutional positions in Hagerty, Inc. as of Dec 31, 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
- 90
- +13 vs. Q3 2024
- Shares held
- 75.2M
- +1.37M (+1.9%) vs. Q3 2024
- Total value
- $725.6M
- −$25.2M (−3.4%) vs. Q3 2024
- New holders
- 20
- 26 more added
- Sold out
- 7
- 26 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $499.9M | 0.46% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 5,000,000 | $48.3M | 0.27% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 4,725,196 | $45.6M | 0.04% | +483,324+11.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $30.0M | 0.26% | +108,000+3.6% | Added |
| Vanguard Group Inc | 2,663,268 | $25.7M | 0.00% | −202,033−7.1% | Reduced |
| Greenhaven Road Investment Management, L.P. | 1,236,170 | $11.9M | 4.61% | −272,278−18.1% | Reduced |
| Pembroke Management, LTD | 953,427 | $9.20M | 1.15% | +953,427 | New |
| Fenimore Asset Management Inc | 950,522 | $9.17M | 0.19% | −4,854−0.5% | Reduced |
| Royce & Associates LP | 525,000 | $5.07M | 0.05% | 00.0% | Unchanged |
| Lincoln Capital LLC | 494,495 | $4.77M | 1.00% | +31,068+6.7% | Added |
| BlackRock, Inc. | 460,840 | $4.45M | 0.00% | +3,048+0.7% | Added |
| Confluence Investment Management LLC | 337,100 | $3.25M | 0.05% | −14,830−4.2% | Reduced |
| Geode Capital Management, LLC | 240,927 | $2.33M | 0.00% | −6,522−2.6% | Reduced |
| Renaissance Technologies LLC | 193,896 | $1.87M | 0.00% | +34,500+21.6% | Added |
| Charles Schwab Investment Management Inc | 140,037 | $1.35M | 0.00% | +8,258+6.3% | Added |
| State Street Corp | 137,844 | $1.33M | 0.00% | +10,728+8.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 137,101 | $1.32M | 0.01% | +39,958+41.1% | Added |
| Two Sigma Advisers, LP | 135,900 | $1.31M | 0.00% | −3,000−2.2% | Reduced |
| Two Sigma Investments, LP | 117,432 | $1.13M | 0.00% | −4,363−3.6% | Reduced |
| LPL Financial LLC | 115,098 | $1.11M | 0.00% | −200−0.2% | Reduced |
| Garde Capital, Inc. | 103,960 | $1.00M | 0.07% | +3,960+4.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $996.8K | 0.17% | +103,300 | New |
| Trexquant Investment LP | 97,257 | $938.5K | 0.01% | +48,742+100.5% | Added |
| Raymond James Financial Inc | 91,067 | $878.8K | 0.00% | +91,067 | New |
| UBS Group AG | 85,327 | $823.4K | 0.00% | +58,439+217.3% | Added |
| Northern Trust Corp | 82,739 | $798.4K | 0.00% | −10,568−11.3% | Reduced |
| Morgan Stanley | 72,205 | $696.8K | 0.00% | +5,473+8.2% | Added |
| Vident Advisory, LLC | 68,968 | $665.5K | 0.01% | −2,197−3.1% | Reduced |
| UBS Asset Management Americas Inc | 64,205 | $619.6K | 0.00% | +4,575+7.7% | Added |
| Dimensional Fund Advisors LP | 62,034 | $598.6K | 0.00% | +42,967+225.3% | Added |
| Epoch Investment Partners, Inc. | 56,683 | $547.0K | 0.00% | +56,683 | New |
| Janus Henderson Group PLC | 56,694 | $546.9K | 0.00% | −875−1.5% | Reduced |
| Citadel Advisors LLC | 56,336 | $543.6K | 0.00% | −70,458−55.6% | Reduced |
| 17 Capital Partners, LLC | 55,000 | $530.8K | 0.34% | 00.0% | Unchanged |
| Swiss National Bank | 53,000 | $511.4K | 0.00% | +3,000+6.0% | Added |
| Millennium Management LLC | 42,849 | $413.5K | 0.00% | −69,777−62.0% | Reduced |
| Ameriprise Financial Inc | 32,350 | $312.2K | 0.00% | +600+1.9% | Added |
| Barclays PLC | 31,000 | $299.2K | 0.00% | −675−2.1% | Reduced |
| Royal Bank of Canada | 30,587 | $295.0K | 0.00% | −390−1.3% | Reduced |
| Goldman Sachs Group Inc | 29,924 | $288.8K | 0.00% | −10,532−26.0% | Reduced |
| D. E. Shaw & Co., Inc. | 29,337 | $283.1K | 0.00% | −12,421−29.7% | Reduced |
| JPMorgan Chase & Co | 29,139 | $281.2K | 0.00% | +27,864+2,185.4% | Added |
| Meixler Investment Management, Ltd. | 28,475 | $274.8K | 0.20% | +1,020+3.7% | Added |
| PDT Partners, LLC | 26,864 | $259.2K | 0.02% | +8,699+47.9% | Added |
| Legal & General Group Plc | 25,148 | $242.7K | 0.00% | +9,522+60.9% | Added |
| HSBC Holdings PLC | 25,234 | $241.7K | 0.00% | −1,521−5.7% | Reduced |
| Jane Street Group, LLC | 23,818 | $229.8K | 0.00% | +23,818 | New |
| California State Teachers Retirement System | 23,192 | $223.8K | 0.00% | +751+3.3% | Added |
| Bank of New York Mellon Corp | 18,827 | $181.7K | 0.00% | +18,827 | New |
| Goldstone Financial Group, LLC | 18,732 | $180.8K | 0.03% | −4,465−19.2% | Reduced |
| Lakewood Asset Management LLC | 18,640 | $179.9K | 0.12% | +397+2.2% | Added |
| Painted Porch Advisors LLC | 18,638 | $179.9K | 0.09% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,143 | $155.8K | 0.00% | +10,296+176.1% | Added |
| MeadowBrook Investment Advisors LLC | 15,260 | $147.3K | 0.13% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 13,149 | $126.9K | 0.00% | −27,483−67.6% | Reduced |
| XTX Topco Ltd | 12,308 | $118.8K | 0.01% | +12,308 | New |
| Voya Investment Management LLC | 10,821 | $104.4K | 0.00% | +10,821 | New |
| Steward Partners Investment Advisory, LLC | 10,325 | $99.6K | 0.00% | +2,726+35.9% | Added |
| Comerica Bank | 10,282 | $99.2K | 0.00% | 00.0% | Unchanged |
| Caz Investments LP | 10,000 | $97.0K | 0.14% | −15,000−60.0% | Reduced |
| North Star Investment Management Corp. | 10,000 | $96.5K | 0.01% | +10,000 | New |
| Globeflex Capital L P | 9,344 | $90.2K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,670 | $83.7K | 0.00% | +8,670 | New |
| R Squared Ltd | 5,234 | $50.5K | 0.05% | +5,234 | New |
| Ancora Advisors, LLC | 4,715 | $45.5K | 0.00% | +4,715 | New |
| Bank of America Corp | 3,750 | $36.2K | 0.00% | −38−1.0% | Reduced |
| KLP Kapitalforvaltning AS | 3,200 | $30.9K | 0.00% | +3,200 | New |
| Huntington National Bank | 3,102 | $29.9K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,240 | $21.0K | 0.00% | −1,553−40.9% | Reduced |
| Citigroup Inc | 1,366 | $13.2K | 0.00% | +14+1.0% | Added |
| Trust Co of Vermont | 1,300 | $12.5K | 0.00% | +1,300 | New |
| Center for Financial Planning, Inc. | 1,278 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,143 | $11.0K | 0.00% | −9,399−89.2% | Reduced |
| GW&K Investment Management, LLC | 1,025 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,015 | $9.79K | 0.00% | +77+8.2% | Added |
| Geneos Wealth Management Inc. | 1,000 | $9.65K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 893 | $8.62K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 800 | $7.72K | 0.01% | +800 | New |
| FMR LLC | 646 | $6.23K | 0.00% | −6,080−90.4% | Reduced |
| Jones Financial Companies LLLP | 400 | $3.86K | 0.00% | +400 | New |
| Princeton Global Asset Management LLC | 300 | $2.90K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 200 | $1.93K | 0.00% | −1,683−89.4% | Reduced |
| Compass Wealth Management LLC | 165 | $1.59K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $1.45K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 122 | $1.18K | 0.00% | +122 | New |
| Wells Fargo & Company | 52 | $502 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50 | $483 | 0.00% | +50 | New |
| Farther Finance Advisors, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $10 | 0.00% | +1 | New |
| Hemington Wealth Management | 4 | $0 | 0.00% | +4 | New |
| Redmond Asset Management, LLC | 0 | $0 | 0.00% | −59,946−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −22,262−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −17,876−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −16,182−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −16,126−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |