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 |
|---|---|---|---|---|---|
| Keating Financial Advisory Services, Inc. | 1 | $11 | 0.00% | −11−91.7% | Reduced |
| SRS Capital Advisors, Inc. | 1 | $11 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $11 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $22 | 0.00% | −8−80.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $31 | 0.00% | −1−25.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $32 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $32 | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 6 | $63 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7 | $74 | 0.00% | −3−30.0% | Reduced |
| Parallel Advisors, LLC | 9 | $95 | 0.00% | −108−92.3% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $95 | 0.00% | −28−75.7% | Reduced |
| Essential Partners LLC | 9 | $95 | 0.00% | −8−47.1% | Reduced |
| CVA Family Office, LLC | 15 | $158 | 0.00% | +15 | New |
| FMR LLC | 19 | $200 | 0.00% | −347,754−100.0% | Reduced |
| GAMMA Investing LLC | 31 | $326 | 0.00% | +31 | New |
| Group One Trading, L.P. | 43 | $453 | 0.00% | −100−69.9% | Reduced |
| MAI Capital Management | 57 | $601 | 0.00% | +57 | New |
| Ronald Blue Trust, Inc. | 67 | $706 | 0.00% | +9+15.5% | Added |
| Root Financial Partners, LLC | 74 | $779 | 0.00% | −10−11.9% | Reduced |
| Signaturefd, LLC | 96 | $1.01K | 0.00% | +96 | New |
| Wells Fargo & Company | 101 | $1.06K | 0.00% | −732−87.9% | Reduced |
| Allworth Financial LP | 118 | $1.24K | 0.00% | +87+280.6% | Added |
| Bare Financial Services, Inc | 150 | $1.58K | 0.00% | −93−38.3% | Reduced |
| Atlantic Union Bankshares Corp | 150 | $1.58K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 257 | $2.71K | 0.00% | −1,477−85.2% | Reduced |
| CWM, LLC | 315 | $3.32K | 0.00% | +43+15.8% | Added |
| Simplex Trading, LLC | 330 | $3.47K | 0.00% | +330 | New |
| Jones Financial Companies LLLP | 500 | $5.20K | 0.00% | −200−28.6% | Reduced |
| Farther Finance Advisors, LLC | 508 | $5.42K | 0.00% | −29−5.4% | Reduced |
| Tower Research Capital LLC (TRC) | 523 | $5.51K | 0.00% | +523 | New |
| Geneos Wealth Management Inc. | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,025 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,366 | $14.4K | 0.00% | −1,868−57.8% | Reduced |
| Center for Financial Planning, Inc. | 1,503 | $15.8K | 0.00% | +1,500+50,000.0% | Added |
| Citigroup Inc | 1,929 | $20.3K | 0.00% | +1,304+208.6% | Added |
| JPMorgan Chase & Co | 2,522 | $26.4K | 0.00% | −18,154−87.8% | Reduced |
| IFP Advisors, Inc | 3,062 | $32.2K | 0.00% | −31−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,072 | $32.3K | 0.00% | +1,591+107.4% | Added |
| Deutsche Bank AG | 4,378 | $46.1K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,483 | $47.2K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 5,000 | $52.6K | 0.05% | +5,000 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $61.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,668 | $70.2K | 0.00% | −641−8.8% | Reduced |
| Caz Investments LP | 7,500 | $79.0K | 0.10% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 10,023 | $105.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,881 | $114.6K | 0.00% | +10,881 | New |
| Arizona State Retirement System | 11,061 | $116.5K | 0.00% | −143−1.3% | Reduced |
| Victory Capital Management Inc | 11,130 | $117.2K | 0.00% | +27+0.2% | Added |
| Citadel Advisors LLC | 12,608 | $132.8K | 0.00% | −25,700−67.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 13,277 | $139.8K | 0.00% | +13,277 | New |
| Steward Partners Investment Advisory, LLC | 13,434 | $141.5K | 0.00% | +407+3.1% | Added |
| Janus Henderson Group PLC | 14,933 | $157.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 15,266 | $160.8K | 0.00% | +15,266 | New |
| XTX Topco Ltd | 16,869 | $177.6K | 0.00% | +16,869 | New |
| KLP Kapitalforvaltning AS | 16,900 | $178.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 17,964 | $189.2K | 0.00% | −6,839−27.6% | Reduced |
| Painted Porch Advisors LLC | 18,638 | $196.3K | 0.09% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 20,100 | $211.7K | 0.18% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,642 | $226.4K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 21,675 | $228.2K | 0.00% | −1,734−7.4% | Reduced |
| Barclays PLC | 25,333 | $266.8K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 25,358 | $267.0K | 0.00% | −1,360−5.1% | Reduced |
| Meixler Investment Management, Ltd. | 26,250 | $288.0K | 0.15% | −2,850−9.8% | Reduced |
| Royal Bank of Canada | 27,568 | $290.0K | 0.00% | −273−1.0% | Reduced |
| Vanguard Asset Management, Ltd | 30,538 | $321.6K | 0.00% | +30,538 | New |
| American Century Companies Inc | 30,914 | $325.5K | 0.00% | +30,914 | New |
| Bank of Montreal | 33,332 | $351.0K | 0.00% | +33,332 | New |
| California State Teachers Retirement System | 33,406 | $351.8K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 33,567 | $353.5K | 0.00% | −22,468−40.1% | Reduced |
| JT Stratford LLC | 38,112 | $401.3K | 0.05% | +38,112 | New |
| Bank of New York Mellon Corp | 39,730 | $418.4K | 0.00% | +1,209+3.1% | Added |
| UBS Asset Management Americas Inc | 45,216 | $476.1K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 45,637 | $480.6K | 0.01% | +45,637 | New |
| Canada Pension Plan Investment Board | 50,900 | $536.0K | 0.00% | +23,800+87.8% | Added |
| Millennium Management LLC | 52,608 | $554.0K | 0.00% | +26,339+100.3% | Added |
| Vident Advisory, LLC | 54,272 | $571.5K | 0.00% | −659−1.2% | Reduced |
| 17 Capital Partners, LLC | 54,765 | $576.7K | 0.30% | −235−0.4% | Reduced |
| Bristlecone Value Partners, LLC | 60,093 | $632.8K | 0.56% | +2,128+3.7% | Added |
| Trexquant Investment LP | 64,730 | $681.6K | 0.00% | −50,547−43.8% | Reduced |
| Swiss National Bank | 79,260 | $834.6K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 86,554 | $911.4K | 0.00% | +6,174+7.7% | Added |
| Two Sigma Investments, LP | 91,582 | $964.4K | 0.00% | −1,107−1.2% | Reduced |
| TD Asset Management Inc | 100,184 | $1.05M | 0.00% | +12,328+14.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.09M | 0.16% | 00.0% | Unchanged |
| Northern Trust Corp | 105,418 | $1.11M | 0.00% | +1,398+1.3% | Added |
| Brown Advisory Inc | 109,000 | $1.15M | 0.00% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 110,636 | $1.16M | 0.04% | +54,365+96.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 116,034 | $1.22M | 0.00% | −30,194−20.6% | Reduced |
| Raymond James Financial Inc | 125,965 | $1.33M | 0.00% | +6,080+5.1% | Added |
| Confluence Investment Management LLC | 140,841 | $1.48M | 0.02% | −56,079−28.5% | Reduced |
| LPL Financial LLC | 141,249 | $1.49M | 0.00% | +26,210+22.8% | Added |
| National Philanthropic Trust | 150,000 | $1.58M | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 157,668 | $1.66M | 0.00% | +69,700+79.2% | Added |
| Oxford Financial Group Ltd | 170,000 | $1.79M | 0.10% | 00.0% | Unchanged |
| Gillson Capital LP | 202,012 | $2.13M | 0.17% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 217,522 | $2.29M | 0.00% | +1,692+0.8% | Added |
| State Street Corp | 233,788 | $2.46M | 0.00% | +3,002+1.3% | Added |
| Vanguard Fiduciary Trust Co | 234,818 | $2.47M | 0.00% | +234,818 | New |
| Woodline Partners LP | 260,544 | $2.74M | 0.01% | +8,014+3.2% | Added |