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.
Q2 2026 vs. Q1 2026
How the institutions holding Hagerty, Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Of which not filed for Q2 2026 | Q2 2026 | Change |
|---|---|---|---|---|
| Holders | 117 | 2 | 126 | +11 |
| Shares | 90.7M | 15.2K | 92.2M | +1.51M (+1.7%) |
| Value | $955.2M | $160.6K | $1.10B | +$142.9M (+15.0%) |
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Hagerty, Inc. at the end of Q2 2026 but not at the end of Q1 2026.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| First Trust Advisors LP | 335,852 | $4.00M | 0.00% |
| Garner Asset Management Corp | 172,825 | $2.06M | 0.67% |
| Oppenheimer & Co Inc | 89,417 | $1.07M | 0.01% |
| Dockside LLC | 25,965 | $309.5K | 0.07% |
| Bank of America Corp | 24,020 | $286.3K | 0.00% |
| Warren Averett Asset Management, LLC | 15,045 | $179.3K | 0.00% |
| Jupiter Topco LLC | 14,933 | $178.2K | 0.00% |
| Sequoia Financial Advisors, LLC | 14,247 | $169.8K | 0.00% |
| R Squared Ltd | 12,635 | $150.6K | 0.08% |
| Trust Co of Vermont | 1,300 | $15.5K | 0.00% |
| Covestor Ltd | 881 | $11.0K | 0.01% |
| Rockefeller Capital Management L.P. | 720 | $8.58K | 0.00% |
| Northwestern Mutual Wealth Management Co | 193 | $2.30K | 0.00% |
| Quarry LP | 77 | $918 | 0.00% |
| Action Point Financial Planning, LLC | 72 | $847 | 0.00% |
| Clearstead Advisors, LLC | 13 | $156 | 0.00% |
| Creative Capital Management Investments LLC | 12 | $143 | 0.00% |
| LRI Investments, LLC | 3 | $36 | 0.00% |
| DecisionPoint Financial, LLC | 2 | $25 | 0.00% |
| Navigoe, LLC | 3 | $0 | 0.00% |
Sold out (9)
Institutions that held Hagerty, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| JT Stratford LLC | 38,112 | $401.3K |
| Yorktown Management & Research Co Inc | 20,100 | $211.7K |
| Los Angeles Capital Management LLC | 6,668 | $70.2K |
| Root Financial Partners, LLC | 74 | $779 |
| Ronald Blue Trust, Inc. | 67 | $706 |
| MAI Capital Management | 57 | $601 |
| Group One Trading, L.P. | 43 | $453 |
| Vermillion Wealth Management, Inc. | 3 | $32 |
| Raffa Wealth Management, LLC | 1 | $11 |
Not filed for Q2 2026 yet (2)
Institutions that held Hagerty, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2026 | Value, Q1 2026 |
|---|---|---|
| Janus Henderson Group PLC | 14,933 | $157.3K |
| CWM, LLC | 315 | $3.32K |