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, Q3 2025
Institutional positions in Hagerty, Inc. as of Sep 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
- 98
- +10 vs. Q2 2025
- Shares held
- 89.7M
- +13.6M (+17.9%) vs. Q2 2025
- Total value
- $1.08B
- +$311.0M (+40.4%) vs. Q2 2025
- New holders
- 18
- 40 more added
- Sold out
- 8
- 16 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $623.7M | 0.52% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,047,786 | $96.9M | 0.07% | +2,490,359+44.8% | Added |
| Polar Capital Holdings Plc | 5,817,416 | $70.0M | 0.34% | +498,389+9.4% | Added |
| T. Rowe Price Investment Management, Inc. | 5,215,795 | $62.8M | 0.04% | +5,161,415+9,491.4% | Added |
| Vanguard Group Inc | 3,456,174 | $41.6M | 0.00% | +843,433+32.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $37.5M | 0.30% | 00.0% | Unchanged |
| Greenhaven Road Investment Management, L.P. | 2,664,784 | $32.1M | 13.24% | +853,245+47.1% | Added |
| Pembroke Management, LTD | 2,261,203 | $27.2M | 2.70% | +1,267,754+127.6% | Added |
| Lincoln Capital LLC | 787,387 | $9.44M | 1.77% | +180,078+29.7% | Added |
| BlackRock, Inc. | 648,288 | $7.81M | 0.00% | +178,777+38.1% | Added |
| Royce & Associates LP | 525,000 | $6.32M | 0.06% | 00.0% | Unchanged |
| FMR LLC | 500,473 | $6.03M | 0.00% | +500,447+1,924,796.2% | Added |
| Geode Capital Management, LLC | 402,086 | $4.84M | 0.00% | +147,452+57.9% | Added |
| Scholtz & Company, LLC | 325,065 | $3.91M | 1.72% | +84,775+35.3% | Added |
| Garner Asset Management Corp | 281,825 | $3.39M | 1.37% | +281,825 | New |
| Woodline Partners LP | 277,315 | $3.34M | 0.02% | +277,315 | New |
| Confluence Investment Management LLC | 252,535 | $3.04M | 0.04% | −27,384−9.8% | Reduced |
| Morgan Stanley | 231,267 | $2.78M | 0.00% | +156,294+208.5% | Added |
| UBS Group AG | 216,186 | $2.60M | 0.00% | +96,493+80.6% | Added |
| Charles Schwab Investment Management Inc | 216,077 | $2.60M | 0.00% | +79,972+58.8% | Added |
| State Street Corp | 200,329 | $2.41M | 0.00% | +62,075+44.9% | Added |
| Gillson Capital LP | 175,000 | $2.11M | 0.18% | +175,000 | New |
| Oxford Financial Group Ltd | 170,000 | $2.05M | 0.12% | +170,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 160,616 | $1.93M | 0.01% | +1,547+1.0% | Added |
| Dimensional Fund Advisors LP | 120,747 | $1.45M | 0.00% | +24,972+26.1% | Added |
| Renaissance Technologies LLC | 117,968 | $1.42M | 0.00% | −5,200−4.2% | Reduced |
| Raymond James Financial Inc | 114,585 | $1.38M | 0.00% | +36,950+47.6% | Added |
| Trexquant Investment LP | 112,405 | $1.35M | 0.01% | +40,684+56.7% | Added |
| LPL Financial LLC | 111,718 | $1.35M | 0.00% | −3,765−3.3% | Reduced |
| Northern Trust Corp | 105,139 | $1.27M | 0.00% | +22,581+27.4% | Added |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.24M | 0.20% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 102,611 | $1.24M | 0.02% | +102,611 | New |
| Two Sigma Advisers, LP | 95,100 | $1.15M | 0.00% | −35,839−27.4% | Reduced |
| TD Asset Management Inc | 87,856 | $1.06M | 0.00% | +87,856 | New |
| D. E. Shaw & Co., Inc. | 80,279 | $966.6K | 0.00% | +21,081+35.6% | Added |
| Swiss National Bank | 76,660 | $923.0K | 0.00% | +15,560+25.5% | Added |
| Two Sigma Investments, LP | 69,042 | $831.3K | 0.00% | −16,755−19.5% | Reduced |
| Palisade Capital Management LLC | 62,063 | $747.2K | 0.02% | +62,063 | New |
| Vident Advisory, LLC | 59,938 | $721.7K | 0.01% | +24,093+67.2% | Added |
| 17 Capital Partners, LLC | 55,000 | $662.2K | 0.36% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 45,216 | $544.4K | 0.00% | −43,273−48.9% | Reduced |
| California State Teachers Retirement System | 33,406 | $402.2K | 0.00% | +10,214+44.0% | Added |
| Royal Bank of Canada | 33,350 | $402.0K | 0.00% | +5,990+21.9% | Added |
| Legal & General Group Plc | 29,827 | $359.1K | 0.00% | +5,975+25.1% | Added |
| Meixler Investment Management, Ltd. | 29,115 | $350.5K | 0.22% | −180−0.6% | Reduced |
| Barclays PLC | 25,337 | $305.1K | 0.00% | −6,456−20.3% | Reduced |
| Corton Capital Inc. | 24,157 | $290.9K | 0.72% | −2,850−10.6% | Reduced |
| Bank of New York Mellon Corp | 22,053 | $265.5K | 0.00% | +3,911+21.6% | Added |
| HSBC Holdings PLC | 21,642 | $255.6K | 0.00% | −3,213−12.9% | Reduced |
| Goldstone Financial Group, LLC | 18,732 | $225.5K | 0.03% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 18,638 | $224.4K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 18,571 | $223.6K | 0.09% | +18,571 | New |
| Goldman Sachs Group Inc | 18,480 | $222.5K | 0.00% | +4,666+33.8% | Added |
| Janus Henderson Group PLC | 14,933 | $179.6K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 14,790 | $178.1K | 0.15% | +10+0.1% | Added |
| Kingsview Wealth Management, LLC | 13,227 | $159.3K | 0.00% | +13,227 | New |
| Steward Partners Investment Advisory, LLC | 13,027 | $156.8K | 0.00% | +1,403+12.1% | Added |
| Schonfeld Strategic Advisors LLC | 12,910 | $155.4K | 0.00% | +12,910 | New |
| Arizona State Retirement System | 11,713 | $141.0K | 0.00% | +11,713 | New |
| KLP Kapitalforvaltning AS | 10,500 | $126.4K | 0.00% | 00.0% | Unchanged |
| Caz Investments LP | 10,000 | $120.4K | 0.22% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10,000 | $120.4K | 0.00% | +1,900+23.5% | Added |
| Globeflex Capital L P | 9,344 | $112.5K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $70.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,649 | $64.8K | 0.00% | +700+14.1% | Added |
| BNP Paribas Arbitrage, SA | 5,131 | $61.8K | 0.00% | +3,197+165.3% | Added |
| Ancora Advisors, LLC | 4,483 | $54.0K | 0.00% | −232−4.9% | Reduced |
| Deutsche Bank AG | 4,378 | $52.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 3,102 | $37.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,050 | $36.7K | 0.00% | +50+1.7% | Added |
| Citigroup Inc | 2,424 | $29.2K | 0.00% | −28,217−92.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,458 | $17.6K | 0.00% | +497+51.7% | Added |
| Trust Co of Vermont | 1,300 | $15.7K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,140 | $13.7K | 0.00% | −7,431−86.7% | Reduced |
| Clearstead Advisors, LLC | 1,127 | $13.6K | 0.00% | +1,127 | New |
| Geneos Wealth Management Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,025 | $12.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 882 | $10.6K | 0.00% | −2,200−71.4% | Reduced |
| JPMorgan Chase & Co | 714 | $8.60K | 0.00% | −13,162−94.9% | Reduced |
| Jones Financial Companies LLLP | 700 | $8.41K | 0.00% | +300+75.0% | Added |
| Bare Financial Services, Inc | 206 | $2.48K | 0.00% | +153+288.7% | Added |
| Aster Capital Management (DIFC) Ltd | 175 | $2.11K | 0.00% | +101+136.5% | Added |
| Atlantic Union Bankshares Corp | 150 | $1.81K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 131 | $1.58K | 0.00% | −547−80.7% | Reduced |
| Ronald Blue Trust, Inc. | 105 | $1.26K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 100 | $1.20K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 100 | $1.20K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 34 | $409 | 0.00% | +34 | New |
| Fortitude Family Office, LLC | 7 | $84 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3 | $37 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $37 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $36 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 2 | $24 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1 | $12 | 0.00% | +1 | New |
| Hemington Wealth Management | 28 | $0 | 0.00% | +18+180.0% | Added |
| Avion Wealth | 50 | $0 | 0.00% | +50 | New |
| Cloud Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −85,836−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −37,424−100.0% | Sold out |