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.
Q2 2025 vs. Q1 2025
How the institutions holding Hagerty, Inc. changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 88 | 1 | 89 | +2 |
| Shares | 75.8M | 150 | 76.1M | +250.3K (+0.3%) |
| Value | $685.2M | $1.36K | $769.2M | +$83.9M (+12.2%) |
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (15)
Institutions that held Hagerty, Inc. at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Scholtz & Company, LLC | 240,290 | $2.43M | 1.07% |
| T. Rowe Price Investment Management, Inc. | 54,380 | $550.0K | 0.00% |
| Corton Capital Inc. | 27,007 | $273.0K | 0.32% |
| Group One Trading, L.P. | 8,100 | $81.9K | 0.00% |
| IFP Advisors, Inc | 3,000 | $30.3K | 0.00% |
| Tower Research Capital LLC (TRC) | 678 | $6.86K | 0.00% |
| Ameritas Advisory Services, LLC | 200 | $2.02K | 0.00% |
| Atlantic Union Bankshares Corp | 150 | $1.52K | 0.00% |
| Wells Fargo & Company | 100 | $1.01K | 0.00% |
| Aster Capital Management (DIFC) Ltd | 74 | $748 | 0.00% |
| Bare Financial Services, Inc | 53 | $536 | 0.00% |
| Parkworth Wealth Management, Inc. | 30 | $303 | 0.00% |
| Fortitude Family Office, LLC | 7 | $71 | 0.00% |
| Rialto Wealth Management, LLC | 1 | $11 | 0.00% |
| SBI Securities Co., Ltd. | 1 | $10 | 0.00% |
Sold out (13)
Institutions that held Hagerty, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Fenimore Asset Management Inc | 498,986 | $4.51M |
| Garner Asset Management Corp | 321,825 | $2.91M |
| Garde Capital, Inc. | 103,960 | $939.8K |
| PDT Partners, LLC | 20,206 | $182.7K |
| HRT Financial LP | 13,072 | $118.0K |
| Virtu Financial LLC | 11,951 | $108.0K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,239 | $92.6K |
| Compass Wealth Management LLC | 1,165 | $10.5K |
| Mountain Hill Investment Partners Corp. | 800 | $7.23K |
| Consultiva Wealth Management, Corp. | 750 | $6.78K |
| Princeton Global Asset Management LLC | 150 | $1.36K |
| Coldstream Capital Management Inc | 56 | $507 |
| Global Financial Private Client, LLC | 4 | $36 |
Not filed for Q2 2025 yet (1)
Institutions that held Hagerty, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Sandy Spring Bank | 150 | $1.36K |