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 |
|---|---|---|---|---|---|
| Woodline Partners LP | 252,530 | $3.39M | 0.01% | −24,785−8.9% | Reduced |
| Scholtz & Company, LLC | 323,315 | $4.35M | 1.89% | −1,750−0.5% | Reduced |
| Morgan Stanley | 332,819 | $4.47M | 0.00% | +101,552+43.9% | Added |
| FMR LLC | 347,773 | $4.67M | 0.00% | −152,700−30.5% | Reduced |
| Geode Capital Management, LLC | 398,144 | $5.35M | 0.00% | −3,942−1.0% | Reduced |
| Royce & Associates LP | 525,000 | $7.06M | 0.07% | 00.0% | Unchanged |
| BlackRock, Inc. | 671,924 | $9.03M | 0.00% | +23,636+3.6% | Added |
| Lincoln Capital LLC | 812,858 | $10.9M | 1.98% | +25,471+3.2% | Added |
| Pembroke Management, LTD | 2,226,961 | $29.9M | 3.09% | −34,242−1.5% | Reduced |
| Greenhaven Road Investment Management, L.P. | 2,616,654 | $35.2M | 15.24% | −48,130−1.8% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $41.8M | 0.33% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,415,742 | $45.9M | 0.00% | −40,432−1.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,156,899 | $69.3M | 0.04% | −58,896−1.1% | Reduced |
| Polar Capital Holdings Plc | 5,767,416 | $77.5M | 0.35% | −50,000−0.9% | Reduced |
| Neuberger Berman Group LLC | 8,269,620 | $111.1M | 0.08% | +221,834+2.8% | Added |
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $696.2M | 0.55% | 00.0% | Unchanged |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −281,825−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −102,611−100.0% | Sold out |
| Goldstone Financial Group, LLC | 0 | $0 | 0.00% | −18,732−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −18,571−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −1,127−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Corton Capital Inc. | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |