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 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.
Q1 2026 vs. Q4 2025
How the institutions holding Hagerty, Inc. changed between Q4 2025 and Q1 2026.
All holders in Q1 2026All holders in Q4 2025
| Measure | Q4 2025 | Of which not filed for Q1 2026 | Q1 2026 | Change |
|---|---|---|---|---|
| Holders | 116 | 2 | 117 | +3 |
| Shares | 89.9M | 3.42M | 90.7M | +4.26M (+4.9%) |
| Value | $1.21B | $45.9M | $955.2M | −$206.7M (−17.8%) |
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held Hagerty, Inc. at the end of Q1 2026 but not at the end of Q4 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Vanguard Capital Management LLC | 1,867,573 | $19.7M | 0.00% |
| Vanguard Portfolio Management LLC | 1,630,971 | $17.2M | 0.00% |
| Vanguard Fiduciary Trust Co | 234,818 | $2.47M | 0.00% |
| E. Ohman J:or Asset Management AB | 45,637 | $480.6K | 0.01% |
| JT Stratford LLC | 38,112 | $401.3K | 0.05% |
| Bank of Montreal | 33,332 | $351.0K | 0.00% |
| American Century Companies Inc | 30,914 | $325.5K | 0.00% |
| Vanguard Asset Management, Ltd | 30,538 | $321.6K | 0.00% |
| XTX Topco Ltd | 16,869 | $177.6K | 0.00% |
| Vanguard Global Advisers, LLC | 15,266 | $160.8K | 0.00% |
| Vanguard Investments Australia, Ltd. | 13,277 | $139.8K | 0.00% |
| Manufacturers Life Insurance Company, The | 10,881 | $114.6K | 0.00% |
| MRP Capital Investments, LLC | 5,000 | $52.6K | 0.05% |
| Tower Research Capital LLC (TRC) | 523 | $5.51K | 0.00% |
| Simplex Trading, LLC | 330 | $3.47K | 0.00% |
| Signaturefd, LLC | 96 | $1.01K | 0.00% |
| MAI Capital Management | 57 | $601 | 0.00% |
| GAMMA Investing LLC | 31 | $326 | 0.00% |
| CVA Family Office, LLC | 15 | $158 | 0.00% |
| Vermillion Wealth Management, Inc. | 3 | $32 | 0.00% |
| SRS Capital Advisors, Inc. | 1 | $11 | 0.00% |
| Raffa Wealth Management, LLC | 1 | $11 | 0.00% |
Sold out (19)
Institutions that held Hagerty, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Two Sigma Advisers, LP | 79,200 | $1.06M |
| Jane Street Group, LLC | 30,168 | $405.5K |
| Dockside LLC | 19,103 | $256.7K |
| PharVision Advisers, LLC | 14,937 | $200.8K |
| MeadowBrook Investment Advisors LLC | 14,790 | $198.8K |
| Kingsview Wealth Management, LLC | 13,459 | $180.9K |
| Occudo Quantitative Strategies LP | 12,649 | $170.0K |
| Susquehanna International Group, LLP | 11,306 | $152.0K |
| Globeflex Capital L P | 9,344 | $125.6K |
| Huntington National Bank | 3,102 | $41.7K |
| Quarry LP | 1,009 | $13.6K |
| Bank of America Corp | 928 | $12.5K |
| Commonwealth Retirement Investments LLC | 200 | $2.69K |
| Northwestern Mutual Wealth Management Co | 155 | $2.08K |
| Marquette Asset Management, LLC | 154 | $2.07K |
| Aster Capital Management (DIFC) Ltd | 68 | $914 |
| SageView Advisory Group, LLC | 64 | $861 |
| Dunhill Financial, LLC | 1 | $11 |
| Avion Wealth | 50 | $0 |
Not filed for Q1 2026 yet (2)
Institutions that held Hagerty, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2025 | Value, Q4 2025 |
|---|---|---|
| Vanguard Group Inc | 3,415,742 | $45.9M |
| Trust Co of Vermont | 1,300 | $17.5K |