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Disclosery

HGTY HAGERTY INC

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COMMON STOCK (common), issuer CIK 1840776

87 managers (89 13F filers) reported a position in HGTY shares at 2025-03-31, 75,830,817 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
87
13F filers
89
New
8
Added
24
Reduced
26
Sold out
11
Shares held by filers
75,830,817

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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$468M0.43%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,468,793$49.4M0.04%+743,59713F-HRTimelineGroup
Polar Capital Holdings Plcin group Polar Capital Holdings Plc5,000,000$45.2M0.28%013F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.3,108,000$28.1M0.25%013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC2,633,193$23.8M<0.01%-30,07513F-HRTimelineGroup
Greenhaven Road Investment Management, …1,360,506$12.3M5.06%+124,33613F-HRTimeline
Pembroke Management, LTD937,700$8.48M1.24%-15,72713F-HRTimeline
Lincoln Capital LLC555,286$4.75M0.99%+60,79113F-HRTimeline
ROYCE & ASSOCIATES LP525,000$4.75M0.05%013F-HRTimeline
Fenimore Asset Management Inc498,986$4.51M0.1%-451,53613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.471,599$4.26M<0.01%+10,75913F-HRTimelineGroup
Garner Asset Management Corp321,825$2.91M1.28%new13F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC316,369$2.86M0.04%-20,73113F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC249,557$2.26M<0.01%+8,63013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding231,803$2.1M-21,529Timeline
UBS Group AGgroup of 2 filers holding164,960$1.49M+15,428Timeline
RENAISSANCE TECHNOLOGIES LLC148,768$1.34M<0.01%-45,12813F-HRTimeline
Connor, Clark & Lunn Investment Managem…142,768$1.29M0.01%+5,66713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP138,264$1.25M<0.01%+42013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co135,660$1.23M<0.01%-4,37713F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC119,128$1.08M<0.01%+62,79213F-HRTimelineGroup
LPL Financial LLC115,618$1.05M<0.01%+52013F-HRTimeline
Garde Capital, Inc.103,960$940K0.05%013F-HRTimeline
GABELLI & Co INVESTMENT ADVISERS, INC.in group GAMCO Investors (Gabelli)103,300$934K0.14%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC89,078$805K<0.01%-1,98913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP86,584$783K<0.01%+24,55013F-HRTimelineGroup
Trexquant Investment LP85,182$770K0.01%-12,07513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP82,379$745K<0.01%-36013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY65,779$595K<0.01%-6,42613F-HRTimelineGroup
Swiss National Bank61,100$552K<0.01%+8,10013F-HRTimeline
17 CAPITAL PARTNERS, LLC55,000$497K0.32%013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson52,567$472K<0.01%-4,12713F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC44,220$400K0.01%-24,74813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,383$338K<0.01%+7,45913F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC34,600$313K<0.01%+2,25013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC31,881$288K<0.01%+88113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,116$272K<0.01%-47113F-HR/ATimelineGroup
Meixler Investment Management, Ltd.29,105$263K0.18%+63013F-HRTimeline
Epoch Investment Partners, Inc.28,720$260K<0.01%-27,96313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc25,148$227K<0.01%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,855$226K<0.01%-37913F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…23,192$210K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,777$206K<0.01%-6,36213F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.22,551$204K<0.01%-6,78613F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC22,202$201K<0.01%-20,64713F-HRTimelineGroup
PDT Partners, LLC20,206$183K0.01%-6,65813F-HRTimeline
Goldstone Financial Group, LLC18,732$169K0.03%013F-HRTimeline
Painted Porch Advisors LLC18,638$168K0.07%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,560$168K<0.01%-26713F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP16,333$148K<0.01%new13F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…16,143$146K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC15,260$138K0.13%013F-HRTimeline
HRT FINANCIAL LP13,072$118K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC11,951$108K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,155$101K<0.01%+83013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …10,239$92.6K<0.01%new13F-HRTimelineGroup
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP10,000$90K0.65%013F-HRTimelineGroup
GLOBEFLEX CAPITAL L P9,344$84.5K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,845$52.8K<0.01%+2,09513F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,715$42.6K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,712$33.6K<0.01%+2,34613F-HRTimelineGroup
KLP KAPITALFORVALTNING AS3,200$28.9K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,102$28K<0.01%013F-HRTimelineGroup
COMERICA BANK3,082$27.9K<0.01%-7,20013F-HRTimeline
TRUST CO OF VERMONT1,300$11.8K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,278$11.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,194$10.8K<0.01%+17913F-HRTimelineGroup
Compass Wealth Management LLC1,165$10.5K<0.01%+1,00013F-HRTimeline
Blue Trust, Inc.1,143$10.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,000$9.04K<0.01%013F-HRTimeline
GW&K Investment Management, LLC1,025$9K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\893$8.07K<0.01%013F-HRTimelineGroup
Mountain Hill Investment Partners Corp.800$7.23K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.750$6.78K0.02%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS400$3.62K<0.01%-8,27013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP400$3.6K<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200$1.81K<0.01%+15013F-HRTimelineGroup
Sandy Spring Bank150$1.36K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC150$1.36K<0.01%-15013F-HRTimeline
SIERRA OCEAN, LLC122$1.1K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC56$507<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC26$235<0.01%-62013F-HRTimelineGroup
Global Financial Private Client, LLC4$36<0.01%+313F-HRTimeline
HFM Investment Advisors, LLC1$10<0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC1$9<0.01%new13F-HRTimeline
Hemington Wealth Management8$00%+413F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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