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, Q2 2026
Institutional positions in Hagerty, Inc. as of Jun 30, 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
- 126
- +11 vs. Q1 2026
- Shares held
- 92.2M
- +1.51M (+1.7%) vs. Q1 2026
- Total value
- $1.10B
- +$142.9M (+15.0%) vs. Q1 2026
- New holders
- 20
- 44 more added
- Sold out
- 9
- 34 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Rothschild Investment LLC | 2 | $24 | 0.00% | −5−71.4% | Reduced |
| DecisionPoint Financial, LLC | 2 | $25 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $36 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $36 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 6 | $72 | 0.00% | +4+200.0% | Added |
| JFS Wealth Advisors, LLC | 9 | $108 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 12 | $143 | 0.00% | +12 | New |
| Clearstead Advisors, LLC | 13 | $156 | 0.00% | +13 | New |
| Fortitude Family Office, LLC | 24 | $286 | 0.00% | +18+300.0% | Added |
| Keating Financial Advisory Services, Inc. | 26 | $310 | 0.00% | +25+2,500.0% | Added |
| GAMMA Investing LLC | 31 | $370 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 56 | $668 | 0.00% | +41+273.3% | Added |
| Rialto Wealth Management, LLC | 56 | $668 | 0.00% | +54+2,700.0% | Added |
| Action Point Financial Planning, LLC | 72 | $847 | 0.00% | +72 | New |
| Quarry LP | 77 | $918 | 0.00% | +77 | New |
| Signaturefd, LLC | 96 | $1.14K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 102 | $1.22K | 0.00% | −16−13.6% | Reduced |
| SJS Investment Consulting Inc. | 121 | $1.44K | 0.00% | +118+3,933.3% | Added |
| Parallel Advisors, LLC | 132 | $1.57K | 0.00% | +123+1,366.7% | Added |
| Atlantic Union Bankshares Corp | 150 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 150 | $1.79K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 193 | $2.30K | 0.00% | +193 | New |
| BNP Paribas Arbitrage, SA | 238 | $2.84K | 0.00% | −19−7.4% | Reduced |
| Essential Partners LLC | 342 | $4.08K | 0.00% | +333+3,700.0% | Added |
| Tower Research Capital LLC (TRC) | 400 | $4.77K | 0.00% | −123−23.5% | Reduced |
| SRS Capital Advisors, Inc. | 441 | $5.26K | 0.00% | +440+44,000.0% | Added |
| Farther Finance Advisors, LLC | 507 | $6.04K | 0.00% | −1−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 554 | $6.60K | 0.00% | −812−59.4% | Reduced |
| Rockefeller Capital Management L.P. | 720 | $8.58K | 0.00% | +720 | New |
| JPMorgan Chase & Co | 740 | $8.70K | 0.00% | −1,782−70.7% | Reduced |
| FMR LLC | 838 | $9.99K | 0.00% | +819+4,310.5% | Added |
| Covestor Ltd | 881 | $11.0K | 0.01% | +881 | New |
| Geneos Wealth Management Inc. | 1,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,025 | $12.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,300 | $15.5K | 0.00% | +1,300 | New |
| EverSource Wealth Advisors, LLC | 1,464 | $17.5K | 0.00% | −1,608−52.3% | Reduced |
| Citigroup Inc | 1,471 | $17.5K | 0.00% | −458−23.7% | Reduced |
| Jones Financial Companies LLLP | 1,495 | $17.6K | 0.00% | +995+199.0% | Added |
| Center for Financial Planning, Inc. | 1,503 | $17.9K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,571 | $18.7K | 0.00% | −2,807−64.1% | Reduced |
| Wells Fargo & Company | 1,612 | $19.2K | 0.00% | +1,511+1,496.0% | Added |
| Simplex Trading, LLC | 2,059 | $24.5K | 0.00% | +1,729+523.9% | Added |
| Ancora Advisors, LLC | 2,357 | $28.1K | 0.00% | −2,126−47.4% | Reduced |
| MRP Capital Investments, LLC | 3,000 | $35.8K | 0.03% | −2,000−40.0% | Reduced |
| IFP Advisors, Inc | 3,055 | $36.4K | 0.00% | −7−0.2% | Reduced |
| Caz Investments LP | 7,500 | $89.4K | 0.04% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 10,023 | $117.9K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,844 | $129.3K | 0.00% | −37−0.3% | Reduced |
| Arizona State Retirement System | 11,155 | $133.0K | 0.00% | +94+0.8% | Added |
| Victory Capital Management Inc | 11,320 | $134.9K | 0.00% | +190+1.7% | Added |
| R Squared Ltd | 12,635 | $150.6K | 0.08% | +12,635 | New |
| Vanguard Investments Australia, Ltd. | 13,277 | $158.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13,434 | $160.1K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 14,182 | $169.0K | 0.00% | −38,426−73.0% | Reduced |
| Sequoia Financial Advisors, LLC | 14,247 | $169.8K | 0.00% | +14,247 | New |
| Jupiter Topco LLC | 14,933 | $178.2K | 0.00% | +14,933 | New |
| Warren Averett Asset Management, LLC | 15,045 | $179.3K | 0.00% | +15,045 | New |
| Vanguard Global Advisers, LLC | 15,266 | $182.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,362 | $183.1K | 0.00% | +9,515+162.7% | Added |
| XTX Topco Ltd | 16,040 | $191.2K | 0.00% | −829−4.9% | Reduced |
| KLP Kapitalforvaltning AS | 16,900 | $201.4K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 18,638 | $222.2K | 0.10% | 00.0% | Unchanged |
| HSBC Holdings PLC | 21,642 | $257.8K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 22,400 | $267.0K | 0.00% | −28,500−56.0% | Reduced |
| Bank of America Corp | 24,020 | $286.3K | 0.00% | +24,020 | New |
| Legal & General Group Plc | 25,520 | $304.2K | 0.00% | +7,556+42.1% | Added |
| Meixler Investment Management, Ltd. | 25,525 | $304.3K | 0.17% | −725−2.8% | Reduced |
| Barclays PLC | 25,614 | $305.3K | 0.00% | +281+1.1% | Added |
| Dockside LLC | 25,965 | $309.5K | 0.07% | +25,965 | New |
| Royal Bank of Canada | 27,562 | $329.0K | 0.00% | −60.0% | Reduced |
| Vanguard Asset Management, Ltd | 30,538 | $364.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 32,337 | $385.5K | 0.00% | +19,729+156.5% | Added |
| AQR Capital Management LLC | 36,414 | $434.1K | 0.00% | +14,739+68.0% | Added |
| Schonfeld Strategic Advisors LLC | 37,562 | $447.7K | 0.00% | +12,204+48.1% | Added |
| Bank of New York Mellon Corp | 39,004 | $464.9K | 0.00% | −726−1.8% | Reduced |
| Vident Advisory, LLC | 42,815 | $510.4K | 0.00% | −11,457−21.1% | Reduced |
| UBS Asset Management Americas Inc | 43,868 | $522.9K | 0.00% | −1,348−3.0% | Reduced |
| E. Ohman J:or Asset Management AB | 46,106 | $549.6K | 0.01% | +469+1.0% | Added |
| Bank of Montreal | 46,332 | $552.3K | 0.00% | +13,000+39.0% | Added |
| American Century Companies Inc | 46,365 | $552.7K | 0.00% | +15,451+50.0% | Added |
| D. E. Shaw & Co., Inc. | 48,129 | $573.7K | 0.00% | −38,425−44.4% | Reduced |
| Trexquant Investment LP | 51,162 | $609.9K | 0.00% | −13,568−21.0% | Reduced |
| Goldman Sachs Group Inc | 51,909 | $618.8K | 0.00% | +18,342+54.6% | Added |
| California State Teachers Retirement System | 54,662 | $651.6K | 0.00% | +21,256+63.6% | Added |
| 17 Capital Partners, LLC | 54,765 | $652.8K | 0.30% | 00.0% | Unchanged |
| Bristlecone Value Partners, LLC | 60,093 | $716.3K | 0.58% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 69,127 | $824.0K | 0.00% | −46,907−40.4% | Reduced |
| Two Sigma Investments, LP | 71,610 | $853.6K | 0.00% | −19,972−21.8% | Reduced |
| Renaissance Technologies LLC | 73,268 | $873.4K | 0.00% | −84,400−53.5% | Reduced |
| Swiss National Bank | 81,060 | $966.2K | 0.00% | +1,800+2.3% | Added |
| Oppenheimer & Co Inc | 89,417 | $1.07M | 0.01% | +89,417 | New |
| TD Asset Management Inc | 100,184 | $1.19M | 0.00% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 103,300 | $1.23M | 0.18% | 00.0% | Unchanged |
| Northern Trust Corp | 109,722 | $1.31M | 0.00% | +4,304+4.1% | Added |
| Palisade Capital Management LLC | 118,657 | $1.41M | 0.06% | +8,021+7.2% | Added |
| Confluence Investment Management LLC | 132,055 | $1.57M | 0.02% | −8,786−6.2% | Reduced |
| Raymond James Financial Inc | 136,315 | $1.62M | 0.00% | +10,350+8.2% | Added |
| National Philanthropic Trust | 150,000 | $1.79M | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 152,501 | $1.82M | 0.00% | +11,252+8.0% | Added |