Skip to content
Disclosery

HGTY HAGERTY INC

Follow

COMMON STOCK (common), issuer CIK 1840776

121 managers (127 13F filers) reported a position in HGTY shares at 2026-06-30, 92,209,659 shares in all. 19 filers opened a position and 9 filers sold out during the quarter.

Managers
121
13F filers
127
New
19
Added
44
Reduced
34
Sold out
9
Shares held by filers
92,209,659

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …51,800,000$617M0.42%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,528,505$114M0.08%+807,13713F-HRTimelineGroup
T. Rowe Price Investment Management, In…6,088,981$72.6M0.05%+448,50113F-HRTimeline
Polar Capital Holdings Plcin group Polar Capital Holdings Plc6,000,000$71.5M0.2%013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding3,876,783$46.2M+84,340Timeline
Markel Group Inc.in group Markel Group Inc.3,108,000$35.9M0.27%013F-HRTimelineGroup
Greenhaven Road Investment Management, …1,865,430$22.2M14.44%-504,54813F-HRTimeline
Pembroke Management, LTD1,702,926$20.3M2.62%-35,08013F-HR/ATimeline
Lincoln Capital LLC973,651$11.6M2.07%+22,99913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.718,484$8.56M<0.01%+28,39113F-HRTimelineGroup
ROYCE & ASSOCIATES LP525,000$6.26M0.05%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC446,889$5.33M<0.01%+28,08213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP374,615$4.47M<0.01%+103,26913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP335,852$4M<0.01%new13F-HRTimelineGroup
SCHOLTZ & COMPANY, LLC308,405$3.68M1.84%-17,10013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY307,146$3.66M<0.01%+9,99413F-HRTimelineGroup
Gillson Capital LP276,949$3.3M0.19%+74,93713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP264,359$3.15M<0.01%+30,57113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding249,459$2.97M-141,715Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC218,000$2.6M<0.01%+109,00013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co213,947$2.55M<0.01%-3,57513F-HRTimelineGroup
Woodline Partners LP212,918$2.54M0.01%-47,62613F-HRTimeline
Garner Asset Management Corp172,825$2.06M0.67%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC170,000$2.03M0.1%013F-HRTimeline
LPL Financial LLC152,501$1.82M<0.01%+11,25213F-HRTimeline
National Philanthropic Trust150,000$1.79M0.03%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC136,315$1.62M<0.01%+10,35013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC132,055$1.57M0.02%-8,78613F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP118,657$1.41M0.06%+8,02113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP109,722$1.31M<0.01%+4,30413F-HRTimelineGroup
GABELLI & Co INVESTMENT ADVISERS, INC.in group GAMCO Investors (Gabelli)103,300$1.23M0.18%013F-HRTimelineGroup
TD Asset Management Inc100,184$1.19M<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …89,417$1.07M0.01%new13F-HRTimelineGroup
Swiss National Bank81,060$966K<0.01%+1,80013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC73,268$873K<0.01%-84,40013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP71,610$854K<0.01%-19,97213F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…69,127$824K<0.01%-46,90713F-HRTimeline
Bristlecone Value Partners, LLC60,093$716K0.58%013F-HRTimeline
17 CAPITAL PARTNERS, LLC54,765$653K0.3%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…54,662$652K<0.01%+21,25613F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC51,909$619K<0.01%+18,34213F-HRTimelineGroup
Trexquant Investment LP51,162$610K<0.01%-13,56813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.48,129$574K<0.01%-38,42513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC46,365$553K<0.01%+15,45113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46,332$552K<0.01%+13,00013F-HRTimelineGroup
E. Ohman J:or Asset Management AB46,106$550K0.01%+46913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC42,815$510K<0.01%-11,45713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp39,004$465K<0.01%-72613F-HRTimelineGroup
Schonfeld Strategic Advisors LLC37,562$448K<0.01%+12,20413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC36,414$434K<0.01%+14,73913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,337$385K<0.01%+19,72913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,562$329K<0.01%-613F-HRTimelineGroup
Dockside LLC25,965$310K0.07%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC25,614$305K<0.01%+28113F-HRTimelineGroup
Meixler Investment Management, Ltd.25,525$304K0.17%-72513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc25,520$304K<0.01%+7,55613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,020$286K<0.01%new13F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD22,400$267K<0.01%-28,50013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC21,642$258K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC18,638$222K0.1%013F-HRTimeline
KLP KAPITALFORVALTNING AS16,900$201K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,040$191K<0.01%-82913F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…15,362$183K<0.01%+9,51513F-HRTimeline
Waverly Advisors, LLC15,045$179K<0.01%new13F-HRTimeline
Jupiter Topco LLCin group Janus Henderson14,933$178K<0.01%13F-HRTimelineGroup
Sequoia Financial Advisors, LLC14,247$170K<0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,182$169K<0.01%-38,42613F-HRTimelineGroup
Steward Partners Investment Advisory, L…13,434$160K<0.01%013F-HRTimeline
R Squared Ltd12,635$151K0.08%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC11,320$135K<0.01%+19013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM11,155$133K<0.01%+9413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …10,844$129K<0.01%-3713F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC10,023$118K<0.01%013F-HRTimeline
CAZ INVESTMENTS LP7,500$89.4K0.04%013F-HR/ATimeline
Integrated Wealth Concepts LLC5,246$62.5K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,055$36.4K<0.01%-713F-HRTimeline
MRP Capital Investments, LLC3,000$35.8K0.03%-2,00013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,357$28.1K<0.01%-2,12613F-HRTimelineGroup
SIMPLEX TRADING, LLC2,059$24.5K<0.01%+1,72913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,612$19.2K<0.01%+1,51113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,571$18.7K<0.01%-2,80713F-HRTimelineGroup
Center for Financial Planning, Inc.1,503$17.9K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,495$17.6K<0.01%+99513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,471$17.5K<0.01%-45813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,464$17.5K<0.01%-1,60813F-HRTimelineGroup
TRUST CO OF VERMONT1,300$15.5K<0.01%13F-HRTimeline
GW&K Investment Management, LLC1,025$12K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,000$11.9K<0.01%013F-HRTimeline
Covestor Ltd881$11K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC838$9.99K<0.01%+81913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO740$8.7K<0.01%-1,78213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…720$8.58K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.554$6.6K<0.01%-81213F-HRTimelineGroup
Farther Finance Advisors, LLC507$6.04K<0.01%-113F-HRTimeline
Arax Advisory Partners441$5.26K<0.01%+44013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…400$4.77K<0.01%-12313F-HRTimelineGroup
Essential Partners LLC342$4.08K<0.01%+33313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS238$2.84K<0.01%-1913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…193$2.3K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$1.79K<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc150$1.79K<0.01%013F-HRTimeline
Parallel Advisors, LLC132$1.57K<0.01%+12313F-HRTimeline
SJS Investment Consulting Inc.121$1.44K<0.01%+11813F-HRTimeline
Allworth Financial LP102$1.22K<0.01%-1613F-HRTimeline
SIGNATUREFD, LLC96$1.14K<0.01%013F-HRTimeline
Quarry LP77$918<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS72$847<0.01%new13F-HRTimeline
CVA Family Office, LLC56$668<0.01%+4113F-HRTimeline
Rialto Wealth Management, LLC56$668<0.01%+5413F-HRTimeline
GAMMA Investing LLC31$370<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…26$310<0.01%+2513F-HRTimeline
Fortitude Family Office, LLC24$286<0.01%+1813F-HRTimeline
Clearstead Advisors, LLC13$156<0.01%new13F-HRTimeline
Creative Capital Management Investments…12$143<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC9$108<0.01%013F-HRTimeline
HFM Investment Advisors, LLC6$72<0.01%+413F-HRTimeline
Bay Harbor Wealth Management, LLC3$36<0.01%013F-HRTimeline
LRI Investments, LLC3$36<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$25<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2$24<0.01%-513F-HRTimeline
Navigoe, LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.