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, Q1 2026
Institutional positions in Hagerty, Inc. as of Mar 31, 2026. 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
- 117
- +3 vs. Q4 2025
- Shares held
- 90.7M
- +4.26M (+4.9%) vs. Q4 2025
- Total value
- $955.2M
- −$206.7M (−17.8%) vs. Q4 2025
- New holders
- 22
- 31 more added
- Sold out
- 19
- 36 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $545.5M | 0.43% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 8,721,368 | $91.8M | 0.07% | +451,748+5.5% | Added |
| Polar Capital Holdings Plc | 6,000,000 | $63.2M | 0.28% | +232,584+4.0% | Added |
| T. Rowe Price Investment Management, Inc. | 5,640,480 | $59.4M | 0.04% | +483,581+9.4% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $32.7M | 0.27% | 00.0% | Unchanged |
| Greenhaven Road Investment Management, L.P. | 2,369,978 | $25.0M | 17.17% | −246,676−9.4% | Reduced |
| Vanguard Capital Management LLC | 1,867,573 | $19.7M | 0.00% | +1,867,573 | New |
| Pembroke Management, LTD | 1,738,006 | $18.3M | 2.65% | −488,955−22.0% | Reduced |
| Vanguard Portfolio Management LLC | 1,630,971 | $17.2M | 0.00% | +1,630,971 | New |
| Lincoln Capital LLC | 950,652 | $10.0M | 1.90% | +137,794+17.0% | Added |
| BlackRock, Inc. | 690,093 | $7.27M | 0.00% | +18,169+2.7% | Added |
| Royce & Associates LP | 525,000 | $5.53M | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 418,807 | $4.41M | 0.00% | +20,663+5.2% | Added |
| UBS Group AG | 345,958 | $3.64M | 0.00% | +153,327+79.6% | Added |
| Scholtz & Company, LLC | 325,505 | $3.43M | 1.75% | +2,190+0.7% | Added |
| Morgan Stanley | 297,152 | $3.13M | 0.00% | −35,667−10.7% | Reduced |
| Dimensional Fund Advisors LP | 271,346 | $2.86M | 0.00% | +89,898+49.5% | Added |
| Woodline Partners LP | 260,544 | $2.74M | 0.01% | +8,014+3.2% | Added |
| Vanguard Fiduciary Trust Co | 234,818 | $2.47M | 0.00% | +234,818 | New |
| State Street Corp | 233,788 | $2.46M | 0.00% | +3,002+1.3% | Added |
| Charles Schwab Investment Management Inc | 217,522 | $2.29M | 0.00% | +1,692+0.8% | Added |
| Gillson Capital LP | 202,012 | $2.13M | 0.17% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 170,000 | $1.79M | 0.10% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 157,668 | $1.66M | 0.00% | +69,700+79.2% | Added |
| National Philanthropic Trust | 150,000 | $1.58M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 141,249 | $1.49M | 0.00% | +26,210+22.8% | Added |
| Confluence Investment Management LLC | 140,841 | $1.48M | 0.02% | −56,079−28.5% | Reduced |
| Raymond James Financial Inc | 125,965 | $1.33M | 0.00% | +6,080+5.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 116,034 | $1.22M | 0.00% | −30,194−20.6% | Reduced |
| Palisade Capital Management LLC | 110,636 | $1.16M | 0.04% | +54,365+96.6% | Added |
| Brown Advisory Inc | 109,000 | $1.15M | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 105,418 | $1.11M | 0.00% | +1,398+1.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.09M | 0.16% | 00.0% | Unchanged |
| TD Asset Management Inc | 100,184 | $1.05M | 0.00% | +12,328+14.0% | Added |
| Two Sigma Investments, LP | 91,582 | $964.4K | 0.00% | −1,107−1.2% | Reduced |
| D. E. Shaw & Co., Inc. | 86,554 | $911.4K | 0.00% | +6,174+7.7% | Added |
| Swiss National Bank | 79,260 | $834.6K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 64,730 | $681.6K | 0.00% | −50,547−43.8% | Reduced |
| Bristlecone Value Partners, LLC | 60,093 | $632.8K | 0.56% | +2,128+3.7% | Added |
| 17 Capital Partners, LLC | 54,765 | $576.7K | 0.30% | −235−0.4% | Reduced |
| Vident Advisory, LLC | 54,272 | $571.5K | 0.00% | −659−1.2% | Reduced |
| Millennium Management LLC | 52,608 | $554.0K | 0.00% | +26,339+100.3% | Added |
| Canada Pension Plan Investment Board | 50,900 | $536.0K | 0.00% | +23,800+87.8% | Added |
| E. Ohman J:or Asset Management AB | 45,637 | $480.6K | 0.01% | +45,637 | New |
| UBS Asset Management Americas Inc | 45,216 | $476.1K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 39,730 | $418.4K | 0.00% | +1,209+3.1% | Added |
| JT Stratford LLC | 38,112 | $401.3K | 0.05% | +38,112 | New |
| Goldman Sachs Group Inc | 33,567 | $353.5K | 0.00% | −22,468−40.1% | Reduced |
| California State Teachers Retirement System | 33,406 | $351.8K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 33,332 | $351.0K | 0.00% | +33,332 | New |
| American Century Companies Inc | 30,914 | $325.5K | 0.00% | +30,914 | New |
| Vanguard Asset Management, Ltd | 30,538 | $321.6K | 0.00% | +30,538 | New |
| Royal Bank of Canada | 27,568 | $290.0K | 0.00% | −273−1.0% | Reduced |
| Meixler Investment Management, Ltd. | 26,250 | $288.0K | 0.15% | −2,850−9.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 25,358 | $267.0K | 0.00% | −1,360−5.1% | Reduced |
| Barclays PLC | 25,333 | $266.8K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 21,675 | $228.2K | 0.00% | −1,734−7.4% | Reduced |
| HSBC Holdings PLC | 21,642 | $226.4K | 0.00% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 20,100 | $211.7K | 0.18% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 18,638 | $196.3K | 0.09% | 00.0% | Unchanged |
| Legal & General Group Plc | 17,964 | $189.2K | 0.00% | −6,839−27.6% | Reduced |
| KLP Kapitalforvaltning AS | 16,900 | $178.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 16,869 | $177.6K | 0.00% | +16,869 | New |
| Vanguard Global Advisers, LLC | 15,266 | $160.8K | 0.00% | +15,266 | New |
| Janus Henderson Group PLC | 14,933 | $157.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,434 | $141.5K | 0.00% | +407+3.1% | Added |
| Vanguard Investments Australia, Ltd. | 13,277 | $139.8K | 0.00% | +13,277 | New |
| Citadel Advisors LLC | 12,608 | $132.8K | 0.00% | −25,700−67.1% | Reduced |
| Victory Capital Management Inc | 11,130 | $117.2K | 0.00% | +27+0.2% | Added |
| Arizona State Retirement System | 11,061 | $116.5K | 0.00% | −143−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 10,881 | $114.6K | 0.00% | +10,881 | New |
| WCM Investment Management, LLC | 10,023 | $105.0K | 0.00% | 00.0% | Unchanged |
| Caz Investments LP | 7,500 | $79.0K | 0.10% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,668 | $70.2K | 0.00% | −641−8.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $61.6K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 5,000 | $52.6K | 0.05% | +5,000 | New |
| Ancora Advisors, LLC | 4,483 | $47.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,378 | $46.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,072 | $32.3K | 0.00% | +1,591+107.4% | Added |
| IFP Advisors, Inc | 3,062 | $32.2K | 0.00% | −31−1.0% | Reduced |
| JPMorgan Chase & Co | 2,522 | $26.4K | 0.00% | −18,154−87.8% | Reduced |
| Citigroup Inc | 1,929 | $20.3K | 0.00% | +1,304+208.6% | Added |
| Center for Financial Planning, Inc. | 1,503 | $15.8K | 0.00% | +1,500+50,000.0% | Added |
| Advisor Group Holdings, Inc. | 1,366 | $14.4K | 0.00% | −1,868−57.8% | Reduced |
| GW&K Investment Management, LLC | 1,025 | $11.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 523 | $5.51K | 0.00% | +523 | New |
| Farther Finance Advisors, LLC | 508 | $5.42K | 0.00% | −29−5.4% | Reduced |
| Jones Financial Companies LLLP | 500 | $5.20K | 0.00% | −200−28.6% | Reduced |
| Simplex Trading, LLC | 330 | $3.47K | 0.00% | +330 | New |
| CWM, LLC | 315 | $3.32K | 0.00% | +43+15.8% | Added |
| BNP Paribas Arbitrage, SA | 257 | $2.71K | 0.00% | −1,477−85.2% | Reduced |
| Atlantic Union Bankshares Corp | 150 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 150 | $1.58K | 0.00% | −93−38.3% | Reduced |
| Allworth Financial LP | 118 | $1.24K | 0.00% | +87+280.6% | Added |
| Wells Fargo & Company | 101 | $1.06K | 0.00% | −732−87.9% | Reduced |
| Signaturefd, LLC | 96 | $1.01K | 0.00% | +96 | New |
| Root Financial Partners, LLC | 74 | $779 | 0.00% | −10−11.9% | Reduced |
| Ronald Blue Trust, Inc. | 67 | $706 | 0.00% | +9+15.5% | Added |
| MAI Capital Management | 57 | $601 | 0.00% | +57 | New |