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Disclosery

HGTY HAGERTY INC

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COMMON STOCK (common), issuer CIK 1840776

89 managers (91 13F filers) reported a position in HGTY shares at 2024-12-31, 75,194,236 shares in all. 15 filers opened a position and 7 filers sold out during the quarter.

Managers
89
13F filers
91
New
15
Added
26
Reduced
26
Sold out
7
Shares held by filers
75,194,236

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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$500M0.46%013F-HRTimelineGroup
Polar Capital Holdings Plcin group Polar Capital Holdings Plc5,000,000$48.2M0.27%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,725,196$45.6M0.04%+483,32413F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.3,108,000$30M0.26%+108,00013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC2,663,268$25.7M<0.01%-202,03313F-HRTimelineGroup
Greenhaven Road Investment Management, …1,236,170$11.9M4.61%-272,27813F-HRTimeline
Pembroke Management, LTD953,427$9.2M1.15%new13F-HRTimeline
Fenimore Asset Management Inc950,522$9.17M0.19%-4,85413F-HRTimeline
ROYCE & ASSOCIATES LP525,000$5.07M0.05%013F-HRTimeline
Lincoln Capital LLC494,495$4.77M1%+31,06813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.460,840$4.45M<0.01%+3,04813F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC337,100$3.25M0.05%-14,83013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding253,332$2.44M-7,363Timeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC240,927$2.33M<0.01%-6,52213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC193,896$1.87M<0.01%+34,50013F-HRTimeline
UBS Group AGgroup of 2 filers holding149,532$1.44M+63,014Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co140,037$1.35M<0.01%+8,25813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP137,844$1.33M<0.01%+10,72813F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…137,101$1.32M0.01%+39,95813F-HRTimeline
LPL Financial LLC115,098$1.11M<0.01%-20013F-HRTimeline
Garde Capital, Inc.103,960$1M0.07%+3,96013F-HRTimeline
GABELLI & Co INVESTMENT ADVISERS, INC.in group GAMCO Investors (Gabelli)103,300$997K0.17%new13F-HRTimelineGroup
Trexquant Investment LP97,257$939K0.01%+48,74213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,067$879K<0.01%13F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP82,739$798K<0.01%-10,56813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY72,205$697K<0.01%+5,47313F-HR/ATimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC68,968$666K0.01%-2,19713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP62,034$599K<0.01%+42,96713F-HRTimelineGroup
Epoch Investment Partners, Inc.56,683$547K<0.01%new13F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson56,694$547K<0.01%-87513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,336$544K<0.01%-70,45813F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC55,000$531K0.34%013F-HRTimeline
Swiss National Bank53,000$511K<0.01%+3,00013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC42,849$413K<0.01%-69,77713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,350$312K<0.01%+60013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC31,000$299K<0.01%-67513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,587$295K<0.01%-39013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,924$289K<0.01%-10,53213F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.29,337$283K<0.01%-12,42113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO29,139$281K<0.01%+27,86413F-HRTimelineGroup
Meixler Investment Management, Ltd.28,475$275K0.2%+1,02013F-HRTimeline
PDT Partners, LLC26,864$259K0.02%+8,69913F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc25,148$243K<0.01%+9,52213F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC25,234$242K<0.01%-1,52113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,818$230K<0.01%new13F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…23,192$224K<0.01%+75113F-HR/ATimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,827$182K<0.01%new13F-HRTimelineGroup
Goldstone Financial Group, LLC18,732$181K0.03%-4,46513F-HRTimeline
Lakewood Asset Management LLC18,640$180K0.12%+39713F-HRTimeline
Painted Porch Advisors LLC18,638$180K0.09%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…16,143$156K<0.01%+10,29613F-HRTimeline
MeadowBrook Investment Advisors LLC15,260$147K0.13%013F-HRTimeline
Cubist Systematic Strategies, LLC13,149$127K<0.01%-27,48313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd12,308$119K0.01%new13F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC10,821$104K<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…10,325$99.6K<0.01%+2,72613F-HRTimeline
COMERICA BANK10,282$99.2K<0.01%013F-HR/ATimeline
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP10,000$97K0.14%-15,00013F-HRTimelineGroup
North Star Investment Management Corp.10,000$96.5K0.01%new13F-HRTimeline
GLOBEFLEX CAPITAL L P9,344$90.2K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,670$83.7K<0.01%new13F-HRTimelineGroup
R Squared Ltd5,234$50.5K0.05%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,715$45.5K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,750$36.2K<0.01%-3813F-HRTimelineGroup
KLP KAPITALFORVALTNING AS3,200$30.9K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,102$29.9K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC2,240$21K<0.01%-1,55313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,366$13.2K<0.01%+1413F-HRTimelineGroup
TRUST CO OF VERMONT1,300$12.5K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.1,278$12.3K<0.01%013F-HRTimeline
Blue Trust, Inc.1,143$11K<0.01%-9,39913F-HR/ATimeline
GW&K Investment Management, LLC1,025$10K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,015$9.79K<0.01%+7713F-HRTimelineGroup
Geneos Wealth Management Inc.1,000$9.65K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\893$8.62K<0.01%013F-HR/ATimelineGroup
Mountain Hill Investment Partners Corp.800$7.72K0.01%13F-HRTimeline
FMR LLCin group FMR LLC646$6.23K<0.01%-6,08013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP400$3.86K<0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC300$2.9K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…200$1.93K<0.01%-1,68313F-HRTimelineGroup
Compass Wealth Management LLC165$1.59K<0.01%013F-HRTimeline
Sandy Spring Bank150$1.45K<0.01%013F-HRTimeline
SIERRA OCEAN, LLC122$1.18K<0.01%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN52$502<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50$483<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC1$10<0.01%013F-HRTimeline
Global Financial Private Client, LLC1$10<0.01%new13F-HRTimeline
Hemington Wealth Management4$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • NEUBERGER BERMAN GROUP LLC and 2 other reporting persons reported 11,276,836 HGTY shares, 11.1% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-06. 0001465109-26-000080

    Accepted , ingested