Hagerty, Inc.

HGTY

Exchange: NYSE
Industry: Insurance Agents, Brokers & Service
SEC CIK: 0001840776

SEC filings (opens in a new tab)

In the last 90 days, Hagerty, Inc. insiders filed 0 open-market purchases and 1 sale; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.10B in total; Markel Group is the only superinvestor holding it.

Q4 2025 vs. Q3 2025

How the institutions holding Hagerty, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of HGTY: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	98	2	116	+20
Shares	89.7M	24.2K	89.9M	+173.3K (+0.2%)
Value	$1.08B	$290.9K	$1.21B	+$127.9M (+11.8%)

2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Hagerty, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to HGTY in Q4 2025
Institution	Shares	Value	% of portfolio
National Philanthropic Trust	150,000	$2.02M	0.02%
Brown Advisory Inc	109,000	$1.46M	0.00%
Bristlecone Value Partners, LLC	57,965	$779.0K	0.90%
Citadel Advisors LLC	38,308	$514.9K	0.00%
Jane Street Group, LLC	30,168	$405.5K	0.00%
Canada Pension Plan Investment Board	27,100	$364.2K	0.00%
Millennium Management LLC	26,269	$353.1K	0.00%
AQR Capital Management LLC	23,409	$314.6K	0.00%
Yorktown Management & Research Co Inc	20,100	$270.1K	0.22%
Dockside LLC	19,103	$256.7K	0.07%
PharVision Advisers, LLC	14,937	$200.8K	0.10%
Occudo Quantitative Strategies LP	12,649	$170.0K	0.01%
Susquehanna International Group, LLP	11,306	$152.0K	0.00%
Victory Capital Management Inc	11,103	$149.2K	0.00%
WCM Investment Management, LLC	10,023	$134.4K	0.00%
Los Angeles Capital Management LLC	7,309	$81.8K	0.00%
Quarry LP	1,009	$13.6K	0.00%
Farther Finance Advisors, LLC	537	$7.22K	0.00%
CWM, LLC	272	$4.00K	0.00%
Commonwealth Retirement Investments LLC	200	$2.69K	0.00%
Northwestern Mutual Wealth Management Co	155	$2.08K	0.00%
Marquette Asset Management, LLC	154	$2.07K	0.00%
SageView Advisory Group, LLC	64	$861	0.00%
JFS Wealth Advisors, LLC	37	$498	0.00%
Allworth Financial LP	31	$417	0.00%
Essential Partners LLC	17	$228	0.00%
Keating Financial Advisory Services, Inc.	12	$161	0.00%
Rothschild Investment LLC	10	$134	0.00%
Dunhill Financial, LLC	1	$11	0.00%

Sold out (9)

Institutions that held Hagerty, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of HGTY in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Garner Asset Management Corp	281,825	$3.39M
Soros Fund Management LLCSuperinvestorSoros Fund Management	102,611	$1.24M
Goldstone Financial Group, LLC	18,732	$225.5K
EntryPoint Capital, LLC	18,571	$223.6K
Clearstead Advisors, LLC	1,127	$13.6K
Comerica Bank	882	$10.6K
Tower Research Capital LLC (TRC)	131	$1.58K
Wealthspire Advisors, LLC	1	$12
Cloud Capital Management, LLC	2	$0

Not filed for Q4 2025 yet (2)

Institutions that held Hagerty, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding HGTY in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Corton Capital Inc.	24,157	$290.9K
Hemington Wealth Management	28	$0