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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 4 | $0 | 0.00% | +4 | New |
| Farther Finance Advisors, LLC | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $10 | 0.00% | +1 | New |
| Advisor Group Holdings, Inc. | 50 | $483 | 0.00% | +50 | New |
| Wells Fargo & Company | 52 | $502 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 122 | $1.18K | 0.00% | +122 | New |
| Sandy Spring Bank | 150 | $1.45K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 165 | $1.59K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 200 | $1.93K | 0.00% | −1,683−89.4% | Reduced |
| Princeton Global Asset Management LLC | 300 | $2.90K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 400 | $3.86K | 0.00% | +400 | New |
| FMR LLC | 646 | $6.23K | 0.00% | −6,080−90.4% | Reduced |
| Mountain Hill Investment Partners Corp. | 800 | $7.72K | 0.01% | +800 | New |
| Deutsche Bank AG | 893 | $8.62K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $9.65K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,015 | $9.79K | 0.00% | +77+8.2% | Added |
| GW&K Investment Management, LLC | 1,025 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,143 | $11.0K | 0.00% | −9,399−89.2% | Reduced |
| Center for Financial Planning, Inc. | 1,278 | $12.3K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,300 | $12.5K | 0.00% | +1,300 | New |
| Citigroup Inc | 1,366 | $13.2K | 0.00% | +14+1.0% | Added |
| Simplex Trading, LLC | 2,240 | $21.0K | 0.00% | −1,553−40.9% | Reduced |
| Huntington National Bank | 3,102 | $29.9K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 3,200 | $30.9K | 0.00% | +3,200 | New |
| Bank of America Corp | 3,750 | $36.2K | 0.00% | −38−1.0% | Reduced |
| Ancora Advisors, LLC | 4,715 | $45.5K | 0.00% | +4,715 | New |
| R Squared Ltd | 5,234 | $50.5K | 0.05% | +5,234 | New |
| BNP Paribas Arbitrage, SA | 8,670 | $83.7K | 0.00% | +8,670 | New |
| Globeflex Capital L P | 9,344 | $90.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10,000 | $96.5K | 0.01% | +10,000 | New |
| Caz Investments LP | 10,000 | $97.0K | 0.14% | −15,000−60.0% | Reduced |
| Comerica Bank | 10,282 | $99.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,325 | $99.6K | 0.00% | +2,726+35.9% | Added |
| Voya Investment Management LLC | 10,821 | $104.4K | 0.00% | +10,821 | New |
| XTX Topco Ltd | 12,308 | $118.8K | 0.01% | +12,308 | New |
| Cubist Systematic Strategies, LLC | 13,149 | $126.9K | 0.00% | −27,483−67.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 15,260 | $147.3K | 0.13% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,143 | $155.8K | 0.00% | +10,296+176.1% | Added |
| Painted Porch Advisors LLC | 18,638 | $179.9K | 0.09% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 18,640 | $179.9K | 0.12% | +397+2.2% | Added |
| Goldstone Financial Group, LLC | 18,732 | $180.8K | 0.03% | −4,465−19.2% | Reduced |
| Bank of New York Mellon Corp | 18,827 | $181.7K | 0.00% | +18,827 | New |
| California State Teachers Retirement System | 23,192 | $223.8K | 0.00% | +751+3.3% | Added |
| Jane Street Group, LLC | 23,818 | $229.8K | 0.00% | +23,818 | New |
| HSBC Holdings PLC | 25,234 | $241.7K | 0.00% | −1,521−5.7% | Reduced |
| Legal & General Group Plc | 25,148 | $242.7K | 0.00% | +9,522+60.9% | Added |
| PDT Partners, LLC | 26,864 | $259.2K | 0.02% | +8,699+47.9% | Added |
| Meixler Investment Management, Ltd. | 28,475 | $274.8K | 0.20% | +1,020+3.7% | Added |
| JPMorgan Chase & Co | 29,139 | $281.2K | 0.00% | +27,864+2,185.4% | Added |
| D. E. Shaw & Co., Inc. | 29,337 | $283.1K | 0.00% | −12,421−29.7% | Reduced |
| Goldman Sachs Group Inc | 29,924 | $288.8K | 0.00% | −10,532−26.0% | Reduced |
| Royal Bank of Canada | 30,587 | $295.0K | 0.00% | −390−1.3% | Reduced |
| Barclays PLC | 31,000 | $299.2K | 0.00% | −675−2.1% | Reduced |
| Ameriprise Financial Inc | 32,350 | $312.2K | 0.00% | +600+1.9% | Added |
| Millennium Management LLC | 42,849 | $413.5K | 0.00% | −69,777−62.0% | Reduced |
| Swiss National Bank | 53,000 | $511.4K | 0.00% | +3,000+6.0% | Added |
| 17 Capital Partners, LLC | 55,000 | $530.8K | 0.34% | 00.0% | Unchanged |
| Citadel Advisors LLC | 56,336 | $543.6K | 0.00% | −70,458−55.6% | Reduced |
| Janus Henderson Group PLC | 56,694 | $546.9K | 0.00% | −875−1.5% | Reduced |
| Epoch Investment Partners, Inc. | 56,683 | $547.0K | 0.00% | +56,683 | New |
| Dimensional Fund Advisors LP | 62,034 | $598.6K | 0.00% | +42,967+225.3% | Added |
| UBS Asset Management Americas Inc | 64,205 | $619.6K | 0.00% | +4,575+7.7% | Added |
| Vident Advisory, LLC | 68,968 | $665.5K | 0.01% | −2,197−3.1% | Reduced |
| Morgan Stanley | 72,205 | $696.8K | 0.00% | +5,473+8.2% | Added |
| Northern Trust Corp | 82,739 | $798.4K | 0.00% | −10,568−11.3% | Reduced |
| UBS Group AG | 85,327 | $823.4K | 0.00% | +58,439+217.3% | Added |
| Raymond James Financial Inc | 91,067 | $878.8K | 0.00% | +91,067 | New |
| Trexquant Investment LP | 97,257 | $938.5K | 0.01% | +48,742+100.5% | Added |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $996.8K | 0.17% | +103,300 | New |
| Garde Capital, Inc. | 103,960 | $1.00M | 0.07% | +3,960+4.0% | Added |
| LPL Financial LLC | 115,098 | $1.11M | 0.00% | −200−0.2% | Reduced |
| Two Sigma Investments, LP | 117,432 | $1.13M | 0.00% | −4,363−3.6% | Reduced |
| Two Sigma Advisers, LP | 135,900 | $1.31M | 0.00% | −3,000−2.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 137,101 | $1.32M | 0.01% | +39,958+41.1% | Added |
| State Street Corp | 137,844 | $1.33M | 0.00% | +10,728+8.4% | Added |
| Charles Schwab Investment Management Inc | 140,037 | $1.35M | 0.00% | +8,258+6.3% | Added |
| Renaissance Technologies LLC | 193,896 | $1.87M | 0.00% | +34,500+21.6% | Added |
| Geode Capital Management, LLC | 240,927 | $2.33M | 0.00% | −6,522−2.6% | Reduced |
| Confluence Investment Management LLC | 337,100 | $3.25M | 0.05% | −14,830−4.2% | Reduced |
| BlackRock, Inc. | 460,840 | $4.45M | 0.00% | +3,048+0.7% | Added |
| Lincoln Capital LLC | 494,495 | $4.77M | 1.00% | +31,068+6.7% | Added |
| Royce & Associates LP | 525,000 | $5.07M | 0.05% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 950,522 | $9.17M | 0.19% | −4,854−0.5% | Reduced |
| Pembroke Management, LTD | 953,427 | $9.20M | 1.15% | +953,427 | New |
| Greenhaven Road Investment Management, L.P. | 1,236,170 | $11.9M | 4.61% | −272,278−18.1% | Reduced |
| Vanguard Group Inc | 2,663,268 | $25.7M | 0.00% | −202,033−7.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $30.0M | 0.26% | +108,000+3.6% | Added |
| Neuberger Berman Group LLC | 4,725,196 | $45.6M | 0.04% | +483,324+11.4% | Added |
| Polar Capital Holdings Plc | 5,000,000 | $48.3M | 0.27% | 00.0% | Unchanged |
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $499.9M | 0.46% | 00.0% | Unchanged |
| 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 |