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, Q4 2025
Institutional positions in Hagerty, Inc. as of Dec 31, 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
- 116
- +20 vs. Q3 2025
- Shares held
- 89.9M
- +173.3K (+0.2%) vs. Q3 2025
- Total value
- $1.21B
- +$127.9M (+11.8%) vs. Q3 2025
- New holders
- 29
- 26 more added
- Sold out
- 9
- 33 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $696.2M | 0.55% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,269,620 | $111.1M | 0.08% | +221,834+2.8% | Added |
| Polar Capital Holdings Plc | 5,767,416 | $77.5M | 0.35% | −50,000−0.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,156,899 | $69.3M | 0.04% | −58,896−1.1% | Reduced |
| Vanguard Group Inc | 3,415,742 | $45.9M | 0.00% | −40,432−1.2% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $41.8M | 0.33% | 00.0% | Unchanged |
| Greenhaven Road Investment Management, L.P. | 2,616,654 | $35.2M | 15.24% | −48,130−1.8% | Reduced |
| Pembroke Management, LTD | 2,226,961 | $29.9M | 3.09% | −34,242−1.5% | Reduced |
| Lincoln Capital LLC | 812,858 | $10.9M | 1.98% | +25,471+3.2% | Added |
| BlackRock, Inc. | 671,924 | $9.03M | 0.00% | +23,636+3.6% | Added |
| Royce & Associates LP | 525,000 | $7.06M | 0.07% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 398,144 | $5.35M | 0.00% | −3,942−1.0% | Reduced |
| FMR LLC | 347,773 | $4.67M | 0.00% | −152,700−30.5% | Reduced |
| Morgan Stanley | 332,819 | $4.47M | 0.00% | +101,552+43.9% | Added |
| Scholtz & Company, LLC | 323,315 | $4.35M | 1.89% | −1,750−0.5% | Reduced |
| Woodline Partners LP | 252,530 | $3.39M | 0.01% | −24,785−8.9% | Reduced |
| State Street Corp | 230,786 | $3.10M | 0.00% | +30,457+15.2% | Added |
| Charles Schwab Investment Management Inc | 215,830 | $2.90M | 0.00% | −247−0.1% | Reduced |
| Gillson Capital LP | 202,012 | $2.71M | 0.18% | +27,012+15.4% | Added |
| Confluence Investment Management LLC | 196,920 | $2.65M | 0.04% | −55,615−22.0% | Reduced |
| UBS Group AG | 192,631 | $2.59M | 0.00% | −23,555−10.9% | Reduced |
| Dimensional Fund Advisors LP | 181,448 | $2.44M | 0.00% | +60,701+50.3% | Added |
| Oxford Financial Group Ltd | 170,000 | $2.28M | 0.13% | 00.0% | Unchanged |
| National Philanthropic Trust | 150,000 | $2.02M | 0.02% | +150,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 146,228 | $1.97M | 0.01% | −14,388−9.0% | Reduced |
| Raymond James Financial Inc | 119,885 | $1.61M | 0.00% | +5,300+4.6% | Added |
| Trexquant Investment LP | 115,277 | $1.55M | 0.01% | +2,872+2.6% | Added |
| LPL Financial LLC | 115,039 | $1.55M | 0.00% | +3,321+3.0% | Added |
| Brown Advisory Inc | 109,000 | $1.46M | 0.00% | +109,000 | New |
| Northern Trust Corp | 104,020 | $1.40M | 0.00% | −1,119−1.1% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.39M | 0.21% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 92,689 | $1.25M | 0.00% | +23,647+34.3% | Added |
| Renaissance Technologies LLC | 87,968 | $1.18M | 0.00% | −30,000−25.4% | Reduced |
| TD Asset Management Inc | 87,856 | $1.18M | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 80,380 | $1.08M | 0.00% | +101+0.1% | Added |
| Swiss National Bank | 79,260 | $1.07M | 0.00% | +2,600+3.4% | Added |
| Two Sigma Advisers, LP | 79,200 | $1.06M | 0.00% | −15,900−16.7% | Reduced |
| Bristlecone Value Partners, LLC | 57,965 | $779.0K | 0.90% | +57,965 | New |
| Palisade Capital Management LLC | 56,271 | $756.3K | 0.02% | −5,792−9.3% | Reduced |
| Goldman Sachs Group Inc | 56,035 | $753.1K | 0.00% | +37,555+203.2% | Added |
| 17 Capital Partners, LLC | 55,000 | $739.2K | 0.38% | 00.0% | Unchanged |
| Vident Advisory, LLC | 54,931 | $738.3K | 0.01% | −5,007−8.4% | Reduced |
| UBS Asset Management Americas Inc | 45,216 | $607.7K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 38,521 | $517.7K | 0.00% | +16,468+74.7% | Added |
| Citadel Advisors LLC | 38,308 | $514.9K | 0.00% | +38,308 | New |
| California State Teachers Retirement System | 33,406 | $449.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 30,168 | $405.5K | 0.00% | +30,168 | New |
| Meixler Investment Management, Ltd. | 29,100 | $391.1K | 0.24% | −15−0.1% | Reduced |
| Royal Bank of Canada | 27,841 | $374.0K | 0.00% | −5,509−16.5% | Reduced |
| Canada Pension Plan Investment Board | 27,100 | $364.2K | 0.00% | +27,100 | New |
| Schonfeld Strategic Advisors LLC | 26,718 | $359.1K | 0.00% | +13,808+107.0% | Added |
| Millennium Management LLC | 26,269 | $353.1K | 0.00% | +26,269 | New |
| Barclays PLC | 25,333 | $340.5K | 0.00% | −40.0% | Reduced |
| Legal & General Group Plc | 24,803 | $333.4K | 0.00% | −5,024−16.8% | Reduced |
| AQR Capital Management LLC | 23,409 | $314.6K | 0.00% | +23,409 | New |
| HSBC Holdings PLC | 21,642 | $292.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 20,676 | $277.9K | 0.00% | +19,962+2,795.8% | Added |
| Yorktown Management & Research Co Inc | 20,100 | $270.1K | 0.22% | +20,100 | New |
| Dockside LLC | 19,103 | $256.7K | 0.07% | +19,103 | New |
| Painted Porch Advisors LLC | 18,638 | $250.5K | 0.10% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 16,900 | $227.1K | 0.00% | +6,400+61.0% | Added |
| PharVision Advisers, LLC | 14,937 | $200.8K | 0.10% | +14,937 | New |
| Janus Henderson Group PLC | 14,933 | $200.6K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 14,790 | $198.8K | 0.17% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 13,459 | $180.9K | 0.00% | +232+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 13,027 | $175.1K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,649 | $170.0K | 0.01% | +12,649 | New |
| Susquehanna International Group, LLP | 11,306 | $152.0K | 0.00% | +11,306 | New |
| Arizona State Retirement System | 11,204 | $150.6K | 0.00% | −509−4.3% | Reduced |
| Victory Capital Management Inc | 11,103 | $149.2K | 0.00% | +11,103 | New |
| WCM Investment Management, LLC | 10,023 | $134.4K | 0.00% | +10,023 | New |
| Globeflex Capital L P | 9,344 | $125.6K | 0.02% | 00.0% | Unchanged |
| Caz Investments LP | 7,500 | $100.8K | 0.17% | −2,500−25.0% | Reduced |
| Los Angeles Capital Management LLC | 7,309 | $81.8K | 0.00% | +7,309 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $78.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,483 | $60.3K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,378 | $58.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,234 | $43.5K | 0.00% | −2,415−42.8% | Reduced |
| Huntington National Bank | 3,102 | $41.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,093 | $41.6K | 0.00% | +43+1.4% | Added |
| BNP Paribas Arbitrage, SA | 1,734 | $23.3K | 0.00% | −3,397−66.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,481 | $19.9K | 0.00% | +23+1.6% | Added |
| Trust Co of Vermont | 1,300 | $17.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,025 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,009 | $13.6K | 0.00% | +1,009 | New |
| Geneos Wealth Management Inc. | 1,000 | $13.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 928 | $12.5K | 0.00% | −212−18.6% | Reduced |
| Wells Fargo & Company | 833 | $11.2K | 0.00% | +733+733.0% | Added |
| Jones Financial Companies LLLP | 700 | $9.41K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 625 | $8.40K | 0.00% | −1,799−74.2% | Reduced |
| Farther Finance Advisors, LLC | 537 | $7.22K | 0.00% | +537 | New |
| CWM, LLC | 272 | $4.00K | 0.00% | +272 | New |
| Bare Financial Services, Inc | 243 | $3.27K | 0.00% | +37+18.0% | Added |
| Commonwealth Retirement Investments LLC | 200 | $2.69K | 0.00% | +200 | New |
| Northwestern Mutual Wealth Management Co | 155 | $2.08K | 0.00% | +155 | New |
| Marquette Asset Management, LLC | 154 | $2.07K | 0.00% | +154 | New |
| Atlantic Union Bankshares Corp | 150 | $2.02K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 143 | $1.92K | 0.00% | −9,857−98.6% | Reduced |
| Parallel Advisors, LLC | 117 | $1.57K | 0.00% | +83+244.1% | Added |
| Root Financial Partners, LLC | 84 | $1.13K | 0.00% | −16−16.0% | Reduced |