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 1 sale; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.10B in total; Markel Group is the only superinvestor holding it.
Q4 2024 vs. Q3 2024
How the institutions holding Hagerty, Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 79 | 2 | 90 | +13 |
| Shares | 73.9M | 90.1K | 75.2M | +1.37M (+1.9%) |
| Value | $751.8M | $915.8K | $725.6M | −$25.2M (−3.4%) |
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Hagerty, Inc. at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pembroke Management, LTD | 953,427 | $9.20M | 1.15% |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $996.8K | 0.17% |
| Raymond James Financial Inc | 91,067 | $878.8K | 0.00% |
| Epoch Investment Partners, Inc. | 56,683 | $547.0K | 0.00% |
| Jane Street Group, LLC | 23,818 | $229.8K | 0.00% |
| Bank of New York Mellon Corp | 18,827 | $181.7K | 0.00% |
| XTX Topco Ltd | 12,308 | $118.8K | 0.01% |
| Voya Investment Management LLC | 10,821 | $104.4K | 0.00% |
| North Star Investment Management Corp. | 10,000 | $96.5K | 0.01% |
| BNP Paribas Arbitrage, SA | 8,670 | $83.7K | 0.00% |
| R Squared Ltd | 5,234 | $50.5K | 0.05% |
| Ancora Advisors, LLC | 4,715 | $45.5K | 0.00% |
| KLP Kapitalforvaltning AS | 3,200 | $30.9K | 0.00% |
| Trust Co of Vermont | 1,300 | $12.5K | 0.00% |
| Mountain Hill Investment Partners Corp. | 800 | $7.72K | 0.01% |
| Jones Financial Companies LLLP | 400 | $3.86K | 0.00% |
| Sierra Ocean, LLC | 122 | $1.18K | 0.00% |
| Advisor Group Holdings, Inc. | 50 | $483 | 0.00% |
| Global Financial Private Client, LLC | 1 | $10 | 0.00% |
| Hemington Wealth Management | 4 | $0 | 0.00% |
Sold out (7)
Institutions that held Hagerty, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Redmond Asset Management, LLC | 59,946 | $609.7K |
| Susquehanna International Group, LLP | 22,262 | $226.4K |
| Algert Global LLC | 17,876 | $181.8K |
| GWM Advisors LLC | 16,182 | $164.6K |
| Corton Capital Inc. | 16,126 | $164.0K |
| CoreCap Advisors, LLC | 1,000 | $10.2K |
| Aster Capital Management (DIFC) Ltd | 40 | $407 |
Not filed for Q4 2024 yet (2)
Institutions that held Hagerty, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 57,752 | $587.3K |
| Raymond James & Associates | 32,300 | $328.5K |