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 |
|---|---|---|---|---|---|
| Avion Wealth | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $11 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $27 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3 | $41 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $41 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $53 | 0.00% | +1+33.3% | Added |
| Fortitude Family Office, LLC | 6 | $81 | 0.00% | −1−14.3% | Reduced |
| Rothschild Investment LLC | 10 | $134 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $135 | 0.00% | +9+900.0% | Added |
| Keating Financial Advisory Services, Inc. | 12 | $161 | 0.00% | +12 | New |
| Essential Partners LLC | 17 | $228 | 0.00% | +17 | New |
| Allworth Financial LP | 31 | $417 | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 37 | $498 | 0.00% | +37 | New |
| Ronald Blue Trust, Inc. | 58 | $780 | 0.00% | −47−44.8% | Reduced |
| SageView Advisory Group, LLC | 64 | $861 | 0.00% | +64 | New |
| Aster Capital Management (DIFC) Ltd | 68 | $914 | 0.00% | −107−61.1% | Reduced |
| Root Financial Partners, LLC | 84 | $1.13K | 0.00% | −16−16.0% | Reduced |
| Parallel Advisors, LLC | 117 | $1.57K | 0.00% | +83+244.1% | Added |
| Group One Trading, L.P. | 143 | $1.92K | 0.00% | −9,857−98.6% | Reduced |
| Atlantic Union Bankshares Corp | 150 | $2.02K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 154 | $2.07K | 0.00% | +154 | New |
| Northwestern Mutual Wealth Management Co | 155 | $2.08K | 0.00% | +155 | New |
| Commonwealth Retirement Investments LLC | 200 | $2.69K | 0.00% | +200 | New |
| Bare Financial Services, Inc | 243 | $3.27K | 0.00% | +37+18.0% | Added |
| CWM, LLC | 272 | $4.00K | 0.00% | +272 | New |
| Farther Finance Advisors, LLC | 537 | $7.22K | 0.00% | +537 | New |
| Citigroup Inc | 625 | $8.40K | 0.00% | −1,799−74.2% | Reduced |
| Jones Financial Companies LLLP | 700 | $9.41K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 833 | $11.2K | 0.00% | +733+733.0% | Added |
| Bank of America Corp | 928 | $12.5K | 0.00% | −212−18.6% | Reduced |
| Geneos Wealth Management Inc. | 1,000 | $13.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,009 | $13.6K | 0.00% | +1,009 | New |
| GW&K Investment Management, LLC | 1,025 | $14.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,300 | $17.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,481 | $19.9K | 0.00% | +23+1.6% | Added |
| BNP Paribas Arbitrage, SA | 1,734 | $23.3K | 0.00% | −3,397−66.2% | Reduced |
| IFP Advisors, Inc | 3,093 | $41.6K | 0.00% | +43+1.4% | Added |
| Huntington National Bank | 3,102 | $41.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,234 | $43.5K | 0.00% | −2,415−42.8% | Reduced |
| Deutsche Bank AG | 4,378 | $58.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,483 | $60.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $78.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,309 | $81.8K | 0.00% | +7,309 | New |
| Caz Investments LP | 7,500 | $100.8K | 0.17% | −2,500−25.0% | Reduced |
| Globeflex Capital L P | 9,344 | $125.6K | 0.02% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 10,023 | $134.4K | 0.00% | +10,023 | New |
| Victory Capital Management Inc | 11,103 | $149.2K | 0.00% | +11,103 | New |
| Arizona State Retirement System | 11,204 | $150.6K | 0.00% | −509−4.3% | Reduced |
| Susquehanna International Group, LLP | 11,306 | $152.0K | 0.00% | +11,306 | New |
| Occudo Quantitative Strategies LP | 12,649 | $170.0K | 0.01% | +12,649 | New |
| Steward Partners Investment Advisory, LLC | 13,027 | $175.1K | 0.00% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 13,459 | $180.9K | 0.00% | +232+1.8% | Added |
| MeadowBrook Investment Advisors LLC | 14,790 | $198.8K | 0.17% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,933 | $200.6K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 14,937 | $200.8K | 0.10% | +14,937 | New |
| KLP Kapitalforvaltning AS | 16,900 | $227.1K | 0.00% | +6,400+61.0% | Added |
| Painted Porch Advisors LLC | 18,638 | $250.5K | 0.10% | 00.0% | Unchanged |
| Dockside LLC | 19,103 | $256.7K | 0.07% | +19,103 | New |
| Yorktown Management & Research Co Inc | 20,100 | $270.1K | 0.22% | +20,100 | New |
| JPMorgan Chase & Co | 20,676 | $277.9K | 0.00% | +19,962+2,795.8% | Added |
| HSBC Holdings PLC | 21,642 | $292.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 23,409 | $314.6K | 0.00% | +23,409 | New |
| Legal & General Group Plc | 24,803 | $333.4K | 0.00% | −5,024−16.8% | Reduced |
| Barclays PLC | 25,333 | $340.5K | 0.00% | −40.0% | Reduced |
| Millennium Management LLC | 26,269 | $353.1K | 0.00% | +26,269 | New |
| Schonfeld Strategic Advisors LLC | 26,718 | $359.1K | 0.00% | +13,808+107.0% | Added |
| Canada Pension Plan Investment Board | 27,100 | $364.2K | 0.00% | +27,100 | New |
| Royal Bank of Canada | 27,841 | $374.0K | 0.00% | −5,509−16.5% | Reduced |
| Meixler Investment Management, Ltd. | 29,100 | $391.1K | 0.24% | −15−0.1% | Reduced |
| Jane Street Group, LLC | 30,168 | $405.5K | 0.00% | +30,168 | New |
| California State Teachers Retirement System | 33,406 | $449.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 38,308 | $514.9K | 0.00% | +38,308 | New |
| Bank of New York Mellon Corp | 38,521 | $517.7K | 0.00% | +16,468+74.7% | Added |
| UBS Asset Management Americas Inc | 45,216 | $607.7K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 54,931 | $738.3K | 0.01% | −5,007−8.4% | Reduced |
| 17 Capital Partners, LLC | 55,000 | $739.2K | 0.38% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 56,035 | $753.1K | 0.00% | +37,555+203.2% | Added |
| Palisade Capital Management LLC | 56,271 | $756.3K | 0.02% | −5,792−9.3% | Reduced |
| Bristlecone Value Partners, LLC | 57,965 | $779.0K | 0.90% | +57,965 | New |
| Two Sigma Advisers, LP | 79,200 | $1.06M | 0.00% | −15,900−16.7% | Reduced |
| Swiss National Bank | 79,260 | $1.07M | 0.00% | +2,600+3.4% | Added |
| D. E. Shaw & Co., Inc. | 80,380 | $1.08M | 0.00% | +101+0.1% | Added |
| TD Asset Management Inc | 87,856 | $1.18M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 87,968 | $1.18M | 0.00% | −30,000−25.4% | Reduced |
| Two Sigma Investments, LP | 92,689 | $1.25M | 0.00% | +23,647+34.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.39M | 0.21% | 00.0% | Unchanged |
| Northern Trust Corp | 104,020 | $1.40M | 0.00% | −1,119−1.1% | Reduced |
| Brown Advisory Inc | 109,000 | $1.46M | 0.00% | +109,000 | New |
| LPL Financial LLC | 115,039 | $1.55M | 0.00% | +3,321+3.0% | Added |
| Trexquant Investment LP | 115,277 | $1.55M | 0.01% | +2,872+2.6% | Added |
| Raymond James Financial Inc | 119,885 | $1.61M | 0.00% | +5,300+4.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 146,228 | $1.97M | 0.01% | −14,388−9.0% | Reduced |
| National Philanthropic Trust | 150,000 | $2.02M | 0.02% | +150,000 | New |
| Oxford Financial Group Ltd | 170,000 | $2.28M | 0.13% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 181,448 | $2.44M | 0.00% | +60,701+50.3% | Added |
| UBS Group AG | 192,631 | $2.59M | 0.00% | −23,555−10.9% | Reduced |
| Confluence Investment Management LLC | 196,920 | $2.65M | 0.04% | −55,615−22.0% | Reduced |
| Gillson Capital LP | 202,012 | $2.71M | 0.18% | +27,012+15.4% | Added |
| Charles Schwab Investment Management Inc | 215,830 | $2.90M | 0.00% | −247−0.1% | Reduced |
| State Street Corp | 230,786 | $3.10M | 0.00% | +30,457+15.2% | Added |