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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 10 | $0 | 0.00% | +2+25.0% | Added |
| SBI Securities Co., Ltd. | 1 | $10 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $11 | 0.00% | +1 | New |
| 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 |
| Center for Financial Planning, Inc. | 3 | $31 | 0.00% | −1,275−99.8% | Reduced |
| Fortitude Family Office, LLC | 7 | $71 | 0.00% | +7 | New |
| FMR LLC | 26 | $263 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 30 | $303 | 0.00% | +30 | New |
| Bare Financial Services, Inc | 53 | $536 | 0.00% | +53 | New |
| Aster Capital Management (DIFC) Ltd | 74 | $748 | 0.00% | +74 | New |
| Wells Fargo & Company | 100 | $1.01K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 105 | $1.06K | 0.00% | −1,038−90.8% | Reduced |
| Sierra Ocean, LLC | 122 | $1.23K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 150 | $1.52K | 0.00% | +150 | New |
| Ameritas Advisory Services, LLC | 200 | $2.02K | 0.00% | +200 | New |
| Jones Financial Companies LLLP | 400 | $4.07K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 678 | $6.86K | 0.00% | +678 | New |
| EverSource Wealth Advisors, LLC | 961 | $9.72K | 0.00% | −233−19.5% | Reduced |
| GW&K Investment Management, LLC | 1,025 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $10.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,300 | $13.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,934 | $19.6K | 0.00% | +1,534+383.5% | Added |
| IFP Advisors, Inc | 3,000 | $30.3K | 0.00% | +3,000 | New |
| Comerica Bank | 3,082 | $31.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,102 | $31.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,378 | $44.3K | 0.00% | +3,485+390.3% | Added |
| Ancora Advisors, LLC | 4,715 | $47.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,949 | $50.0K | 0.00% | +4,749+2,374.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $59.1K | 0.00% | −10,296−63.8% | Reduced |
| Group One Trading, L.P. | 8,100 | $81.9K | 0.00% | +8,100 | New |
| Bank of America Corp | 8,571 | $86.7K | 0.00% | +2,726+46.6% | Added |
| Globeflex Capital L P | 9,344 | $94.5K | 0.01% | 00.0% | Unchanged |
| Caz Investments LP | 10,000 | $101.1K | 0.57% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,500 | $106.2K | 0.00% | +7,300+228.1% | Added |
| Steward Partners Investment Advisory, LLC | 11,624 | $117.5K | 0.00% | +469+4.2% | Added |
| Goldman Sachs Group Inc | 13,814 | $139.7K | 0.00% | −23,569−63.0% | Reduced |
| JPMorgan Chase & Co | 13,876 | $140.3K | 0.00% | −8,901−39.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 14,780 | $149.4K | 0.14% | −480−3.1% | Reduced |
| Janus Henderson Group PLC | 14,933 | $150.4K | 0.00% | −37,634−71.6% | Reduced |
| Bank of New York Mellon Corp | 18,142 | $183.4K | 0.00% | −418−2.3% | Reduced |
| Painted Porch Advisors LLC | 18,638 | $188.4K | 0.08% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 18,732 | $190.9K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 22,405 | $226.5K | 0.00% | +6,072+37.2% | Added |
| California State Teachers Retirement System | 23,192 | $234.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 23,852 | $241.1K | 0.00% | −1,296−5.2% | Reduced |
| HSBC Holdings PLC | 24,855 | $252.5K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 27,007 | $273.0K | 0.32% | +27,007 | New |
| Royal Bank of Canada | 27,360 | $275.0K | 0.00% | −2,756−9.2% | Reduced |
| Epoch Investment Partners, Inc. | 28,720 | $290.4K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 29,295 | $296.2K | 0.20% | +190+0.7% | Added |
| Citigroup Inc | 30,641 | $309.8K | 0.00% | +26,929+725.5% | Added |
| Barclays PLC | 31,793 | $321.4K | 0.00% | −88−0.3% | Reduced |
| Ameriprise Financial Inc | 32,968 | $333.3K | 0.00% | −1,632−4.7% | Reduced |
| Vident Advisory, LLC | 35,845 | $362.4K | 0.00% | −8,375−18.9% | Reduced |
| Millennium Management LLC | 37,424 | $378.4K | 0.00% | +15,222+68.6% | Added |
| T. Rowe Price Investment Management, Inc. | 54,380 | $550.0K | 0.00% | +54,380 | New |
| 17 Capital Partners, LLC | 55,000 | $556.0K | 0.32% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 59,198 | $598.5K | 0.00% | +36,647+162.5% | Added |
| Swiss National Bank | 61,100 | $617.7K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 71,721 | $725.1K | 0.01% | −13,461−15.8% | Reduced |
| Morgan Stanley | 74,973 | $758.0K | 0.00% | +9,194+14.0% | Added |
| Raymond James Financial Inc | 77,635 | $784.9K | 0.00% | −11,443−12.8% | Reduced |
| Northern Trust Corp | 82,558 | $834.7K | 0.00% | +179+0.2% | Added |
| Two Sigma Investments, LP | 85,797 | $867.4K | 0.00% | −11,306−11.6% | Reduced |
| Citadel Advisors LLC | 85,836 | $867.8K | 0.00% | −33,292−27.9% | Reduced |
| UBS Asset Management Americas Inc | 88,489 | $894.6K | 0.00% | +24,284+37.8% | Added |
| Dimensional Fund Advisors LP | 95,775 | $968.4K | 0.00% | +9,191+10.6% | Added |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.04M | 0.16% | 00.0% | Unchanged |
| LPL Financial LLC | 115,483 | $1.17M | 0.00% | −135−0.1% | Reduced |
| UBS Group AG | 119,693 | $1.21M | 0.00% | +18,938+18.8% | Added |
| Renaissance Technologies LLC | 123,168 | $1.25M | 0.00% | −25,600−17.2% | Reduced |
| Two Sigma Advisers, LP | 130,939 | $1.32M | 0.00% | −3,761−2.8% | Reduced |
| Charles Schwab Investment Management Inc | 136,105 | $1.38M | 0.00% | +445+0.3% | Added |
| State Street Corp | 138,254 | $1.40M | 0.00% | −100.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 159,069 | $1.61M | 0.01% | +16,301+11.4% | Added |
| Scholtz & Company, LLC | 240,290 | $2.43M | 1.07% | +240,290 | New |
| Geode Capital Management, LLC | 254,634 | $2.58M | 0.00% | +5,077+2.0% | Added |
| Confluence Investment Management LLC | 279,919 | $2.83M | 0.04% | −36,450−11.5% | Reduced |
| BlackRock, Inc. | 469,511 | $4.75M | 0.00% | −2,088−0.4% | Reduced |
| Royce & Associates LP | 525,000 | $5.31M | 0.05% | 00.0% | Unchanged |
| Lincoln Capital LLC | 607,309 | $6.14M | 1.18% | +52,023+9.4% | Added |
| Pembroke Management, LTD | 993,449 | $10.0M | 1.21% | +55,749+5.9% | Added |
| Greenhaven Road Investment Management, L.P. | 1,811,539 | $18.3M | 6.43% | +451,033+33.2% | Added |
| Vanguard Group Inc | 2,612,741 | $26.4M | 0.00% | −20,452−0.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $31.4M | 0.27% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 5,319,027 | $53.8M | 0.28% | +319,027+6.4% | Added |
| Neuberger Berman Group LLC | 5,557,427 | $56.2M | 0.04% | +88,634+1.6% | Added |
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $523.7M | 0.46% | 00.0% | Unchanged |
| 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 |