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 2 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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 43 | $453 | 0.00% | −100−69.9% | Reduced |
| GAMMA Investing LLC | 31 | $326 | 0.00% | +31 | New |
| FMR LLC | 19 | $200 | 0.00% | −347,754−100.0% | Reduced |
| CVA Family Office, LLC | 15 | $158 | 0.00% | +15 | New |
| 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 |
| Rothschild Investment LLC | 7 | $74 | 0.00% | −3−30.0% | Reduced |
| Fortitude Family Office, LLC | 6 | $63 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $32 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $32 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $31 | 0.00% | −1−25.0% | Reduced |
| Rialto Wealth Management, LLC | 2 | $22 | 0.00% | −8−80.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| 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 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −79,200−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −30,168−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −19,103−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −14,937−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −14,790−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −13,459−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,649−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,306−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −9,344−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −3,102−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |