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 |
|---|---|---|---|---|---|
| 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 |
| Wealthspire Advisors, LLC | 1 | $12 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $13 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $24 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $36 | 0.00% | +1+50.0% | Added |
| Center for Financial Planning, Inc. | 3 | $37 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $37 | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 7 | $84 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 34 | $409 | 0.00% | +34 | New |
| Wells Fargo & Company | 100 | $1.20K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 100 | $1.20K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 105 | $1.26K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 131 | $1.58K | 0.00% | −547−80.7% | Reduced |
| Atlantic Union Bankshares Corp | 150 | $1.81K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 175 | $2.11K | 0.00% | +101+136.5% | Added |
| Bare Financial Services, Inc | 206 | $2.48K | 0.00% | +153+288.7% | Added |
| Jones Financial Companies LLLP | 700 | $8.41K | 0.00% | +300+75.0% | Added |
| JPMorgan Chase & Co | 714 | $8.60K | 0.00% | −13,162−94.9% | Reduced |
| Comerica Bank | 882 | $10.6K | 0.00% | −2,200−71.4% | Reduced |
| GW&K Investment Management, LLC | 1,025 | $12.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,127 | $13.6K | 0.00% | +1,127 | New |
| Bank of America Corp | 1,140 | $13.7K | 0.00% | −7,431−86.7% | Reduced |
| Trust Co of Vermont | 1,300 | $15.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,458 | $17.6K | 0.00% | +497+51.7% | Added |
| Citigroup Inc | 2,424 | $29.2K | 0.00% | −28,217−92.1% | Reduced |
| IFP Advisors, Inc | 3,050 | $36.7K | 0.00% | +50+1.7% | Added |
| Huntington National Bank | 3,102 | $37.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,378 | $52.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,483 | $54.0K | 0.00% | −232−4.9% | Reduced |
| BNP Paribas Arbitrage, SA | 5,131 | $61.8K | 0.00% | +3,197+165.3% | Added |
| Advisor Group Holdings, Inc. | 5,649 | $64.8K | 0.00% | +700+14.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $70.4K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 9,344 | $112.5K | 0.02% | 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 |
| KLP Kapitalforvaltning AS | 10,500 | $126.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 11,713 | $141.0K | 0.00% | +11,713 | New |
| Schonfeld Strategic Advisors LLC | 12,910 | $155.4K | 0.00% | +12,910 | New |
| Steward Partners Investment Advisory, LLC | 13,027 | $156.8K | 0.00% | +1,403+12.1% | Added |
| Kingsview Wealth Management, LLC | 13,227 | $159.3K | 0.00% | +13,227 | New |
| MeadowBrook Investment Advisors LLC | 14,790 | $178.1K | 0.15% | +10+0.1% | Added |
| Janus Henderson Group PLC | 14,933 | $179.6K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 18,480 | $222.5K | 0.00% | +4,666+33.8% | Added |
| EntryPoint Capital, LLC | 18,571 | $223.6K | 0.09% | +18,571 | New |
| Painted Porch Advisors LLC | 18,638 | $224.4K | 0.09% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 18,732 | $225.5K | 0.03% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,642 | $255.6K | 0.00% | −3,213−12.9% | Reduced |
| Bank of New York Mellon Corp | 22,053 | $265.5K | 0.00% | +3,911+21.6% | Added |
| Corton Capital Inc. | 24,157 | $290.9K | 0.72% | −2,850−10.6% | Reduced |
| Barclays PLC | 25,337 | $305.1K | 0.00% | −6,456−20.3% | Reduced |
| Meixler Investment Management, Ltd. | 29,115 | $350.5K | 0.22% | −180−0.6% | Reduced |
| Legal & General Group Plc | 29,827 | $359.1K | 0.00% | +5,975+25.1% | Added |
| Royal Bank of Canada | 33,350 | $402.0K | 0.00% | +5,990+21.9% | Added |
| California State Teachers Retirement System | 33,406 | $402.2K | 0.00% | +10,214+44.0% | Added |
| UBS Asset Management Americas Inc | 45,216 | $544.4K | 0.00% | −43,273−48.9% | Reduced |
| 17 Capital Partners, LLC | 55,000 | $662.2K | 0.36% | 00.0% | Unchanged |
| Vident Advisory, LLC | 59,938 | $721.7K | 0.01% | +24,093+67.2% | Added |
| Palisade Capital Management LLC | 62,063 | $747.2K | 0.02% | +62,063 | New |
| Two Sigma Investments, LP | 69,042 | $831.3K | 0.00% | −16,755−19.5% | Reduced |
| Swiss National Bank | 76,660 | $923.0K | 0.00% | +15,560+25.5% | Added |
| D. E. Shaw & Co., Inc. | 80,279 | $966.6K | 0.00% | +21,081+35.6% | Added |
| TD Asset Management Inc | 87,856 | $1.06M | 0.00% | +87,856 | New |
| Two Sigma Advisers, LP | 95,100 | $1.15M | 0.00% | −35,839−27.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 102,611 | $1.24M | 0.02% | +102,611 | New |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.24M | 0.20% | 00.0% | Unchanged |
| Northern Trust Corp | 105,139 | $1.27M | 0.00% | +22,581+27.4% | Added |
| LPL Financial LLC | 111,718 | $1.35M | 0.00% | −3,765−3.3% | Reduced |
| Trexquant Investment LP | 112,405 | $1.35M | 0.01% | +40,684+56.7% | Added |
| Raymond James Financial Inc | 114,585 | $1.38M | 0.00% | +36,950+47.6% | Added |
| Renaissance Technologies LLC | 117,968 | $1.42M | 0.00% | −5,200−4.2% | Reduced |
| Dimensional Fund Advisors LP | 120,747 | $1.45M | 0.00% | +24,972+26.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 160,616 | $1.93M | 0.01% | +1,547+1.0% | Added |
| Oxford Financial Group Ltd | 170,000 | $2.05M | 0.12% | +170,000 | New |
| Gillson Capital LP | 175,000 | $2.11M | 0.18% | +175,000 | New |
| State Street Corp | 200,329 | $2.41M | 0.00% | +62,075+44.9% | Added |
| Charles Schwab Investment Management Inc | 216,077 | $2.60M | 0.00% | +79,972+58.8% | Added |
| UBS Group AG | 216,186 | $2.60M | 0.00% | +96,493+80.6% | Added |
| Morgan Stanley | 231,267 | $2.78M | 0.00% | +156,294+208.5% | Added |
| Confluence Investment Management LLC | 252,535 | $3.04M | 0.04% | −27,384−9.8% | Reduced |
| Woodline Partners LP | 277,315 | $3.34M | 0.02% | +277,315 | New |
| Garner Asset Management Corp | 281,825 | $3.39M | 1.37% | +281,825 | New |
| Scholtz & Company, LLC | 325,065 | $3.91M | 1.72% | +84,775+35.3% | Added |
| Geode Capital Management, LLC | 402,086 | $4.84M | 0.00% | +147,452+57.9% | Added |
| FMR LLC | 500,473 | $6.03M | 0.00% | +500,447+1,924,796.2% | Added |
| Royce & Associates LP | 525,000 | $6.32M | 0.06% | 00.0% | Unchanged |
| BlackRock, Inc. | 648,288 | $7.81M | 0.00% | +178,777+38.1% | Added |
| Lincoln Capital LLC | 787,387 | $9.44M | 1.77% | +180,078+29.7% | Added |
| Pembroke Management, LTD | 2,261,203 | $27.2M | 2.70% | +1,267,754+127.6% | Added |
| Greenhaven Road Investment Management, L.P. | 2,664,784 | $32.1M | 13.24% | +853,245+47.1% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $37.5M | 0.30% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,456,174 | $41.6M | 0.00% | +843,433+32.3% | Added |
| T. Rowe Price Investment Management, Inc. | 5,215,795 | $62.8M | 0.04% | +5,161,415+9,491.4% | Added |
| Polar Capital Holdings Plc | 5,817,416 | $70.0M | 0.34% | +498,389+9.4% | Added |
| Neuberger Berman Group LLC | 8,047,786 | $96.9M | 0.07% | +2,490,359+44.8% | Added |
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $623.7M | 0.52% | 00.0% | Unchanged |
| 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 |