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.
Q1 2025 vs. Q4 2024
How the institutions holding Hagerty, Inc. changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 90 | 88 | −2 |
| Shares | 75.2M | 75.8M | +636.6K (+0.8%) |
| Value | $725.6M | $685.2M | −$40.4M (−5.6%) |
New holders (9)
Institutions that held Hagerty, Inc. at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Garner Asset Management Corp | 321,825 | $2.91M | 1.28% |
| Marshall Wace, LLP | 16,333 | $147.7K | 0.00% |
| HRT Financial LP | 13,072 | $118.0K | 0.00% |
| Virtu Financial LLC | 11,951 | $108.0K | 0.01% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,239 | $92.6K | 0.00% |
| Consultiva Wealth Management, Corp. | 750 | $6.78K | 0.02% |
| Coldstream Capital Management Inc | 56 | $507 | 0.00% |
| HFM Investment Advisors, LLC | 1 | $10 | 0.00% |
| Bay Harbor Wealth Management, LLC | 1 | $9 | 0.00% |
Sold out (11)
Institutions that held Hagerty, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Jane Street Group, LLC | 23,818 | $229.8K |
| Lakewood Asset Management LLC | 18,640 | $179.9K |
| Cubist Systematic Strategies, LLC | 13,149 | $126.9K |
| XTX Topco Ltd | 12,308 | $118.8K |
| Voya Investment Management LLC | 10,821 | $104.4K |
| North Star Investment Management Corp. | 10,000 | $96.5K |
| R Squared Ltd | 5,234 | $50.5K |
| Simplex Trading, LLC | 2,240 | $21.0K |
| Tower Research Capital LLC (TRC) | 200 | $1.93K |
| Wells Fargo & Company | 52 | $502 |
| Farther Finance Advisors, LLC | 1 | $10 |