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, Q1 2025
Institutional positions in Hagerty, Inc. as of Mar 31, 2025. 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
- 88
- −2 vs. Q4 2024
- Shares held
- 75.8M
- +636.6K (+0.8%) vs. Q4 2024
- Total value
- $685.2M
- −$40.4M (−5.6%) vs. Q4 2024
- New holders
- 9
- 24 more added
- Sold out
- 11
- 26 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $468.3M | 0.43% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 5,468,793 | $49.4M | 0.04% | +743,597+15.7% | Added |
| Polar Capital Holdings Plc | 5,000,000 | $45.2M | 0.28% | 00.0% | Unchanged |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $28.1M | 0.25% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,633,193 | $23.8M | 0.00% | −30,075−1.1% | Reduced |
| Greenhaven Road Investment Management, L.P. | 1,360,506 | $12.3M | 5.06% | +124,336+10.1% | Added |
| Pembroke Management, LTD | 937,700 | $8.48M | 1.24% | −15,727−1.6% | Reduced |
| Lincoln Capital LLC | 555,286 | $4.75M | 0.99% | +60,791+12.3% | Added |
| Royce & Associates LP | 525,000 | $4.75M | 0.05% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 498,986 | $4.51M | 0.10% | −451,536−47.5% | Reduced |
| BlackRock, Inc. | 471,599 | $4.26M | 0.00% | +10,759+2.3% | Added |
| Garner Asset Management Corp | 321,825 | $2.91M | 1.28% | +321,825 | New |
| Confluence Investment Management LLC | 316,369 | $2.86M | 0.04% | −20,731−6.1% | Reduced |
| Geode Capital Management, LLC | 249,557 | $2.26M | 0.00% | +8,630+3.6% | Added |
| Renaissance Technologies LLC | 148,768 | $1.34M | 0.00% | −45,128−23.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 142,768 | $1.29M | 0.01% | +5,667+4.1% | Added |
| State Street Corp | 138,264 | $1.25M | 0.00% | +420+0.3% | Added |
| Charles Schwab Investment Management Inc | 135,660 | $1.23M | 0.00% | −4,377−3.1% | Reduced |
| Two Sigma Advisers, LP | 134,700 | $1.22M | 0.00% | −1,200−0.9% | Reduced |
| Citadel Advisors LLC | 119,128 | $1.08M | 0.00% | +62,792+111.5% | Added |
| LPL Financial LLC | 115,618 | $1.05M | 0.00% | +520+0.5% | Added |
| Garde Capital, Inc. | 103,960 | $939.8K | 0.05% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $933.8K | 0.14% | 00.0% | Unchanged |
| UBS Group AG | 100,755 | $910.8K | 0.00% | +15,428+18.1% | Added |
| Two Sigma Investments, LP | 97,103 | $877.8K | 0.00% | −20,329−17.3% | Reduced |
| Raymond James Financial Inc | 89,078 | $805.3K | 0.00% | −1,989−2.2% | Reduced |
| Dimensional Fund Advisors LP | 86,584 | $782.7K | 0.00% | +24,550+39.6% | Added |
| Trexquant Investment LP | 85,182 | $770.0K | 0.01% | −12,075−12.4% | Reduced |
| Northern Trust Corp | 82,379 | $744.7K | 0.00% | −360−0.4% | Reduced |
| Morgan Stanley | 65,779 | $594.6K | 0.00% | −6,426−8.9% | Reduced |
| UBS Asset Management Americas Inc | 64,205 | $580.4K | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 61,100 | $552.3K | 0.00% | +8,100+15.3% | Added |
| 17 Capital Partners, LLC | 55,000 | $497.2K | 0.32% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 52,567 | $472.4K | 0.00% | −4,127−7.3% | Reduced |
| Vident Advisory, LLC | 44,220 | $399.7K | 0.01% | −24,748−35.9% | Reduced |
| Goldman Sachs Group Inc | 37,383 | $337.9K | 0.00% | +7,459+24.9% | Added |
| Ameriprise Financial Inc | 34,600 | $312.8K | 0.00% | +2,250+7.0% | Added |
| Barclays PLC | 31,881 | $288.2K | 0.00% | +881+2.8% | Added |
| Royal Bank of Canada | 30,116 | $272.0K | 0.00% | −471−1.5% | Reduced |
| Meixler Investment Management, Ltd. | 29,105 | $263.1K | 0.18% | +630+2.2% | Added |
| Epoch Investment Partners, Inc. | 28,720 | $259.6K | 0.00% | −27,963−49.3% | Reduced |
| Legal & General Group Plc | 25,148 | $227.3K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 24,855 | $225.9K | 0.00% | −379−1.5% | Reduced |
| California State Teachers Retirement System | 23,192 | $209.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 22,777 | $205.9K | 0.00% | −6,362−21.8% | Reduced |
| D. E. Shaw & Co., Inc. | 22,551 | $203.9K | 0.00% | −6,786−23.1% | Reduced |
| Millennium Management LLC | 22,202 | $200.7K | 0.00% | −20,647−48.2% | Reduced |
| PDT Partners, LLC | 20,206 | $182.7K | 0.01% | −6,658−24.8% | Reduced |
| Goldstone Financial Group, LLC | 18,732 | $169.3K | 0.03% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 18,638 | $168.5K | 0.07% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 18,560 | $167.8K | 0.00% | −267−1.4% | Reduced |
| Marshall Wace, LLP | 16,333 | $147.7K | 0.00% | +16,333 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,143 | $145.9K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 15,260 | $137.9K | 0.13% | 00.0% | Unchanged |
| HRT Financial LP | 13,072 | $118.0K | 0.00% | +13,072 | New |
| Virtu Financial LLC | 11,951 | $108.0K | 0.01% | +11,951 | New |
| Steward Partners Investment Advisory, LLC | 11,155 | $100.8K | 0.00% | +830+8.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,239 | $92.6K | 0.00% | +10,239 | New |
| Caz Investments LP | 10,000 | $90.0K | 0.65% | 00.0% | Unchanged |
| Globeflex Capital L P | 9,344 | $84.5K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 5,845 | $52.8K | 0.00% | +2,095+55.9% | Added |
| Ancora Advisors, LLC | 4,715 | $42.6K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,712 | $33.6K | 0.00% | +2,346+171.7% | Added |
| KLP Kapitalforvaltning AS | 3,200 | $28.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,102 | $28.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,082 | $27.9K | 0.00% | −7,200−70.0% | Reduced |
| Trust Co of Vermont | 1,300 | $11.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,278 | $11.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,194 | $10.8K | 0.00% | +179+17.6% | Added |
| Compass Wealth Management LLC | 1,165 | $10.5K | 0.00% | +1,000+606.1% | Added |
| Ronald Blue Trust, Inc. | 1,143 | $10.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $9.04K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,025 | $9.00K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 893 | $8.07K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 800 | $7.23K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 750 | $6.78K | 0.02% | +750 | New |
| BNP Paribas Arbitrage, SA | 400 | $3.62K | 0.00% | −8,270−95.4% | Reduced |
| Jones Financial Companies LLLP | 400 | $3.60K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 200 | $1.81K | 0.00% | +150+300.0% | Added |
| Princeton Global Asset Management LLC | 150 | $1.36K | 0.00% | −150−50.0% | Reduced |
| Sandy Spring Bank | 150 | $1.36K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 122 | $1.10K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 56 | $507 | 0.00% | +56 | New |
| FMR LLC | 26 | $235 | 0.00% | −620−96.0% | Reduced |
| Global Financial Private Client, LLC | 4 | $36 | 0.00% | +3+300.0% | Added |
| HFM Investment Advisors, LLC | 1 | $10 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $9 | 0.00% | +1 | New |
| Hemington Wealth Management | 8 | $0 | 0.00% | +4+100.0% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,818−100.0% | Sold out |
| Lakewood Asset Management LLC | 0 | $0 | 0.00% | −18,640−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −13,149−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,308−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −10,821−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −5,234−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |