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.
Q3 2025 vs. Q2 2025
How the institutions holding Hagerty, Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 89 | 1 | 98 | +10 |
| Shares | 76.1M | 30 | 89.7M | +13.6M (+17.9%) |
| Value | $769.2M | $303 | $1.08B | +$311.0M (+40.4%) |
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (18)
Institutions that held Hagerty, Inc. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Garner Asset Management Corp | 281,825 | $3.39M | 1.37% |
| Woodline Partners LP | 277,315 | $3.34M | 0.02% |
| Gillson Capital LP | 175,000 | $2.11M | 0.18% |
| Oxford Financial Group Ltd | 170,000 | $2.05M | 0.12% |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 102,611 | $1.24M | 0.02% |
| TD Asset Management Inc | 87,856 | $1.06M | 0.00% |
| Palisade Capital Management LLC | 62,063 | $747.2K | 0.02% |
| EntryPoint Capital, LLC | 18,571 | $223.6K | 0.09% |
| Kingsview Wealth Management, LLC | 13,227 | $159.3K | 0.00% |
| Schonfeld Strategic Advisors LLC | 12,910 | $155.4K | 0.00% |
| Arizona State Retirement System | 11,713 | $141.0K | 0.00% |
| Clearstead Advisors, LLC | 1,127 | $13.6K | 0.00% |
| Root Financial Partners, LLC | 100 | $1.20K | 0.00% |
| Parallel Advisors, LLC | 34 | $409 | 0.00% |
| SJS Investment Consulting Inc. | 3 | $37 | 0.00% |
| Wealthspire Advisors, LLC | 1 | $12 | 0.00% |
| Avion Wealth | 50 | $0 | 0.00% |
| Cloud Capital Management, LLC | 2 | $0 | 0.00% |
Sold out (8)
Institutions that held Hagerty, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Citadel Advisors LLC | 85,836 | $867.8K |
| Millennium Management LLC | 37,424 | $378.4K |
| Ameriprise Financial Inc | 32,968 | $333.3K |
| Epoch Investment Partners, Inc. | 28,720 | $290.4K |
| Marshall Wace, LLP | 22,405 | $226.5K |
| Ameritas Advisory Services, LLC | 200 | $2.02K |
| Sierra Ocean, LLC | 122 | $1.23K |
| SBI Securities Co., Ltd. | 1 | $10 |
Not filed for Q3 2025 yet (1)
Institutions that held Hagerty, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Parkworth Wealth Management, Inc. | 30 | $303 |