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, Q2 2025
Institutional positions in Hagerty, Inc. as of Jun 30, 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
- 89
- +2 vs. Q1 2025
- Shares held
- 76.1M
- +250.3K (+0.3%) vs. Q1 2025
- Total value
- $769.2M
- +$83.9M (+12.2%) vs. Q1 2025
- New holders
- 15
- 27 more added
- Sold out
- 13
- 25 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $523.7M | 0.46% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 5,557,427 | $56.2M | 0.04% | +88,634+1.6% | Added |
| Polar Capital Holdings Plc | 5,319,027 | $53.8M | 0.28% | +319,027+6.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $31.4M | 0.27% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,612,741 | $26.4M | 0.00% | −20,452−0.8% | Reduced |
| Greenhaven Road Investment Management, L.P. | 1,811,539 | $18.3M | 6.43% | +451,033+33.2% | Added |
| Pembroke Management, LTD | 993,449 | $10.0M | 1.21% | +55,749+5.9% | Added |
| Lincoln Capital LLC | 607,309 | $6.14M | 1.18% | +52,023+9.4% | Added |
| Royce & Associates LP | 525,000 | $5.31M | 0.05% | 00.0% | Unchanged |
| BlackRock, Inc. | 469,511 | $4.75M | 0.00% | −2,088−0.4% | Reduced |
| Confluence Investment Management LLC | 279,919 | $2.83M | 0.04% | −36,450−11.5% | Reduced |
| Geode Capital Management, LLC | 254,634 | $2.58M | 0.00% | +5,077+2.0% | Added |
| Scholtz & Company, LLC | 240,290 | $2.43M | 1.07% | +240,290 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 159,069 | $1.61M | 0.01% | +16,301+11.4% | Added |
| State Street Corp | 138,254 | $1.40M | 0.00% | −100.0% | Reduced |
| Charles Schwab Investment Management Inc | 136,105 | $1.38M | 0.00% | +445+0.3% | Added |
| Two Sigma Advisers, LP | 130,939 | $1.32M | 0.00% | −3,761−2.8% | Reduced |
| Renaissance Technologies LLC | 123,168 | $1.25M | 0.00% | −25,600−17.2% | Reduced |
| UBS Group AG | 119,693 | $1.21M | 0.00% | +18,938+18.8% | Added |
| LPL Financial LLC | 115,483 | $1.17M | 0.00% | −135−0.1% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.04M | 0.16% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 95,775 | $968.4K | 0.00% | +9,191+10.6% | Added |
| UBS Asset Management Americas Inc | 88,489 | $894.6K | 0.00% | +24,284+37.8% | Added |
| Citadel Advisors LLC | 85,836 | $867.8K | 0.00% | −33,292−27.9% | Reduced |
| Two Sigma Investments, LP | 85,797 | $867.4K | 0.00% | −11,306−11.6% | Reduced |
| Northern Trust Corp | 82,558 | $834.7K | 0.00% | +179+0.2% | Added |
| Raymond James Financial Inc | 77,635 | $784.9K | 0.00% | −11,443−12.8% | Reduced |
| Morgan Stanley | 74,973 | $758.0K | 0.00% | +9,194+14.0% | Added |
| Trexquant Investment LP | 71,721 | $725.1K | 0.01% | −13,461−15.8% | Reduced |
| Swiss National Bank | 61,100 | $617.7K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 59,198 | $598.5K | 0.00% | +36,647+162.5% | Added |
| 17 Capital Partners, LLC | 55,000 | $556.0K | 0.32% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 54,380 | $550.0K | 0.00% | +54,380 | New |
| Millennium Management LLC | 37,424 | $378.4K | 0.00% | +15,222+68.6% | Added |
| Vident Advisory, LLC | 35,845 | $362.4K | 0.00% | −8,375−18.9% | Reduced |
| Ameriprise Financial Inc | 32,968 | $333.3K | 0.00% | −1,632−4.7% | Reduced |
| Barclays PLC | 31,793 | $321.4K | 0.00% | −88−0.3% | Reduced |
| Citigroup Inc | 30,641 | $309.8K | 0.00% | +26,929+725.5% | Added |
| Meixler Investment Management, Ltd. | 29,295 | $296.2K | 0.20% | +190+0.7% | Added |
| Epoch Investment Partners, Inc. | 28,720 | $290.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 27,360 | $275.0K | 0.00% | −2,756−9.2% | Reduced |
| Corton Capital Inc. | 27,007 | $273.0K | 0.32% | +27,007 | New |
| HSBC Holdings PLC | 24,855 | $252.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 23,852 | $241.1K | 0.00% | −1,296−5.2% | Reduced |
| California State Teachers Retirement System | 23,192 | $234.5K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 22,405 | $226.5K | 0.00% | +6,072+37.2% | Added |
| Goldstone Financial Group, LLC | 18,732 | $190.9K | 0.03% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 18,638 | $188.4K | 0.08% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 18,142 | $183.4K | 0.00% | −418−2.3% | Reduced |
| Janus Henderson Group PLC | 14,933 | $150.4K | 0.00% | −37,634−71.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 14,780 | $149.4K | 0.14% | −480−3.1% | Reduced |
| JPMorgan Chase & Co | 13,876 | $140.3K | 0.00% | −8,901−39.1% | Reduced |
| Goldman Sachs Group Inc | 13,814 | $139.7K | 0.00% | −23,569−63.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,624 | $117.5K | 0.00% | +469+4.2% | Added |
| KLP Kapitalforvaltning AS | 10,500 | $106.2K | 0.00% | +7,300+228.1% | Added |
| Caz Investments LP | 10,000 | $101.1K | 0.57% | 00.0% | Unchanged |
| Globeflex Capital L P | 9,344 | $94.5K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 8,571 | $86.7K | 0.00% | +2,726+46.6% | Added |
| Group One Trading, L.P. | 8,100 | $81.9K | 0.00% | +8,100 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $59.1K | 0.00% | −10,296−63.8% | Reduced |
| Advisor Group Holdings, Inc. | 4,949 | $50.0K | 0.00% | +4,749+2,374.5% | Added |
| Ancora Advisors, LLC | 4,715 | $47.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,378 | $44.3K | 0.00% | +3,485+390.3% | Added |
| Huntington National Bank | 3,102 | $31.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 3,082 | $31.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,000 | $30.3K | 0.00% | +3,000 | New |
| BNP Paribas Arbitrage, SA | 1,934 | $19.6K | 0.00% | +1,534+383.5% | Added |
| Trust Co of Vermont | 1,300 | $13.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,025 | $10.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 961 | $9.72K | 0.00% | −233−19.5% | Reduced |
| Tower Research Capital LLC (TRC) | 678 | $6.86K | 0.00% | +678 | New |
| Jones Financial Companies LLLP | 400 | $4.07K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 200 | $2.02K | 0.00% | +200 | New |
| Atlantic Union Bankshares Corp | 150 | $1.52K | 0.00% | +150 | New |
| Sierra Ocean, LLC | 122 | $1.23K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 105 | $1.06K | 0.00% | −1,038−90.8% | Reduced |
| Wells Fargo & Company | 100 | $1.01K | 0.00% | +100 | New |
| Aster Capital Management (DIFC) Ltd | 74 | $748 | 0.00% | +74 | New |
| Bare Financial Services, Inc | 53 | $536 | 0.00% | +53 | New |
| Parkworth Wealth Management, Inc. | 30 | $303 | 0.00% | +30 | New |
| FMR LLC | 26 | $263 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $71 | 0.00% | +7 | New |
| Center for Financial Planning, Inc. | 3 | $31 | 0.00% | −1,275−99.8% | Reduced |
| HFM Investment Advisors, LLC | 2 | $20 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $20 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 1 | $11 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $10 | 0.00% | +1 | New |
| Hemington Wealth Management | 10 | $0 | 0.00% | +2+25.0% | Added |
| Fenimore Asset Management Inc | 0 | $0 | 0.00% | −498,986−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −321,825−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −103,960−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −20,206−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,072−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,951−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −10,239−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| Mountain Hill Investment Partners Corp. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Consultiva Wealth Management, Corp. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |