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