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Disclosery

HGTY HAGERTY INC

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COMMON STOCK (common), issuer CIK 1840776

88 managers (90 13F filers) reported a position in HGTY shares at 2025-06-30, 76,080,987 shares in all. 15 filers opened a position and 13 filers sold out during the quarter.

Managers
88
13F filers
90
New
15
Added
27
Reduced
25
Sold out
13
Shares held by filers
76,080,987

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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$524M0.46%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC5,557,427$56.2M0.04%+88,63413F-HR/ATimelineGroup
Polar Capital Holdings Plcin group Polar Capital Holdings Plc5,319,027$53.8M0.28%+319,02713F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.3,108,000$31.4M0.27%013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC2,612,741$26.4M<0.01%-20,45213F-HRTimelineGroup
Greenhaven Road Investment Management, …1,811,539$18.3M6.43%+451,03313F-HRTimeline
Pembroke Management, LTD993,449$10M1.21%+55,74913F-HRTimeline
Lincoln Capital LLC607,309$6.14M1.18%+52,02313F-HRTimeline
ROYCE & ASSOCIATES LP525,000$5.31M0.05%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.469,511$4.75M<0.01%-2,08813F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC279,919$2.83M0.04%-36,45013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC254,634$2.58M<0.01%+5,07713F-HRTimelineGroup
SCHOLTZ & COMPANY, LLC240,290$2.43M1.07%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding216,736$2.19M-15,067Timeline
UBS Group AGgroup of 2 filers holding208,182$2.1M+43,222Timeline
Connor, Clark & Lunn Investment Managem…159,069$1.61M0.01%+16,30113F-HRTimeline
STATE STREET CORPin group STATE STREET CORP138,254$1.4M<0.01%-1013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co136,105$1.38M<0.01%+44513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC123,168$1.25M<0.01%-25,60013F-HRTimeline
LPL Financial LLC115,483$1.17M<0.01%-13513F-HRTimeline
GABELLI & Co INVESTMENT ADVISERS, INC.in group GAMCO Investors (Gabelli)103,300$1.04M0.16%013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP95,775$968K<0.01%+9,19113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC85,836$868K<0.01%-33,29213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP82,558$835K<0.01%+17913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC77,635$785K<0.01%-11,44313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY74,973$758K<0.01%+9,19413F-HRTimelineGroup
Trexquant Investment LP71,721$725K0.01%-13,46113F-HRTimeline
Swiss National Bank61,100$618K<0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.59,198$598K<0.01%+36,64713F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC55,000$556K0.32%013F-HRTimeline
T. Rowe Price Investment Management, In…54,380$550K<0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC37,424$378K<0.01%+15,22213F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC35,845$362K<0.01%-8,37513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,968$333K<0.01%-1,63213F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC31,793$321K<0.01%-8813F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC30,641$310K<0.01%+26,92913F-HRTimelineGroup
Meixler Investment Management, Ltd.29,295$296K0.2%+19013F-HRTimeline
Epoch Investment Partners, Inc.28,720$290K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,360$275K<0.01%-2,75613F-HR/ATimelineGroup
Corton Capital Inc.27,007$273K0.32%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,855$253K<0.01%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc23,852$241K<0.01%-1,29613F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…23,192$234K<0.01%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP22,405$227K<0.01%+6,07213F-HRTimelineGroup
Goldstone Financial Group, LLC18,732$191K0.03%013F-HRTimeline
Painted Porch Advisors LLC18,638$188K0.08%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp18,142$183K<0.01%-41813F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson14,933$150K<0.01%-37,63413F-HRTimelineGroup
MeadowBrook Investment Advisors LLC14,780$149K0.13%-48013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,876$140K<0.01%-8,90113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,814$140K<0.01%-23,56913F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,624$118K<0.01%+46913F-HRTimeline
KLP KAPITALFORVALTNING AS10,500$106K<0.01%+7,30013F-HRTimeline
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP10,000$101K0.57%013F-HRTimelineGroup
GLOBEFLEX CAPITAL L P9,344$94.5K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,571$86.7K<0.01%+2,72613F-HRTimelineGroup
GROUP ONE TRADING LLC8,100$81.9K<0.01%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…5,847$59.1K<0.01%-10,29613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,949$50K<0.01%+4,74913F-HR/ATimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,715$47.7K<0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,378$44.3K<0.01%+3,48513F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,102$31.4K<0.01%013F-HRTimelineGroup
COMERICA BANK3,082$31.2K<0.01%013F-HRTimeline
IFP Advisors, Inc3,000$30.3K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,934$19.6K<0.01%+1,53413F-HRTimelineGroup
TRUST CO OF VERMONT1,300$13.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,000$10.1K<0.01%013F-HRTimeline
GW&K Investment Management, LLC1,025$10K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…961$9.72K<0.01%-23313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…678$6.86K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP400$4.07K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…200$2.02K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$1.52K<0.01%new13F-HRTimelineGroup
SIERRA OCEAN, LLC122$1.23K<0.01%013F-HRTimeline
Blue Trust, Inc.105$1.06K<0.01%-1,03813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN100$1.01K<0.01%new13F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd74$748<0.01%new13F-HRTimeline
Bare Financial Services, Inc53$536<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.30$303<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC26$263<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC7$71<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.3$31<0.01%-1,27513F-HRTimeline
Bay Harbor Wealth Management, LLC2$20<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC2$20<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC1$11<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$10<0.01%new13F-HRTimeline
Hemington Wealth Management10$00%+213F-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