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Disclosery

HGTY HAGERTY INC

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COMMON STOCK (common), issuer CIK 1840776

96 managers (98 13F filers) reported a position in HGTY shares at 2025-09-30, 89,718,497 shares in all. 18 filers opened a position and 8 filers sold out during the quarter.

Managers
96
13F filers
98
New
18
Added
40
Reduced
16
Sold out
8
Shares held by filers
89,718,497

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$624M0.52%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,047,786$96.9M0.07%+2,490,35913F-HRTimelineGroup
Polar Capital Holdings Plcin group Polar Capital Holdings Plc5,817,416$70M0.34%+498,38913F-HRTimelineGroup
T. Rowe Price Investment Management, In…5,215,795$62.8M0.04%+5,161,41513F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,456,174$41.6M<0.01%+843,43313F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.3,108,000$37.5M0.3%013F-HRTimelineGroup
Greenhaven Road Investment Management, …2,664,784$32.1M13.24%+853,24513F-HR/ATimeline
Pembroke Management, LTD2,261,203$27.2M2.7%+1,267,75413F-HRTimeline
Lincoln Capital LLC787,387$9.44M1.77%+180,07813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.648,288$7.81M<0.01%+178,77713F-HRTimelineGroup
ROYCE & ASSOCIATES LP525,000$6.32M0.06%013F-HRTimeline
FMR LLCin group FMR LLC500,473$6.03M<0.01%+500,44713F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC402,086$4.84M<0.01%+147,45213F-HRTimelineGroup
SCHOLTZ & COMPANY, LLC325,065$3.91M1.72%+84,77513F-HRTimeline
Garner Asset Management Corp281,825$3.39M1.37%new13F-HRTimeline
Woodline Partners LP277,315$3.34M0.02%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding261,402$3.15M+53,220Timeline
CONFLUENCE INVESTMENT MANAGEMENT LLC252,535$3.04M0.04%-27,38413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY231,267$2.78M<0.01%+156,29413F-HR/ATimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co216,077$2.6M<0.01%+79,97213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP200,329$2.41M<0.01%+62,07513F-HRTimelineGroup
Gillson Capital LP175,000$2.11M0.18%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC170,000$2.05M0.12%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding164,142$1.98M-52,594Timeline
Connor, Clark & Lunn Investment Managem…160,616$1.93M0.01%+1,54713F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP120,747$1.45M<0.01%+24,97213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC117,968$1.42M<0.01%-5,20013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC114,585$1.38M<0.01%+36,95013F-HRTimelineGroup
Trexquant Investment LP112,405$1.35M0.01%+40,68413F-HRTimeline
LPL Financial LLC111,718$1.35M<0.01%-3,76513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP105,139$1.27M<0.01%+22,58113F-HRTimelineGroup
GABELLI & Co INVESTMENT ADVISERS, INC.in group GAMCO Investors (Gabelli)103,300$1.24M0.2%013F-HRTimelineGroup
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC102,611$1.24M0.02%new13F-HRTimelineGroup
TD Asset Management Inc87,856$1.06M<0.01%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.80,279$967K<0.01%+21,08113F-HRTimelineGroup
Swiss National Bank76,660$923K<0.01%+15,56013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP62,063$747K0.02%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC59,938$722K0.01%+24,09313F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC55,000$662K0.36%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…33,406$402K<0.01%+10,21413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,350$402K<0.01%+5,99013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc29,827$359K<0.01%+5,97513F-HRTimelineGroup
Meixler Investment Management, Ltd.29,115$351K0.22%-18013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC25,337$305K<0.01%-6,45613F-HR/ATimelineGroup
Corton Capital Inc.24,157$291K0.72%-2,85013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp22,053$266K<0.01%+3,91113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC21,642$256K<0.01%-3,21313F-HRTimelineGroup
Goldstone Financial Group, LLC18,732$226K0.03%013F-HRTimeline
Painted Porch Advisors LLC18,638$224K0.09%013F-HRTimeline
EntryPoint Capital, LLC18,571$224K0.09%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,480$222K<0.01%+4,66613F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson14,933$180K<0.01%013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC14,790$178K0.15%+1013F-HRTimeline
Kingsview Wealth Management, LLC13,227$159K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…13,027$157K<0.01%+1,40313F-HRTimeline
Schonfeld Strategic Advisors LLC12,910$155K<0.01%new13F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM11,713$141K<0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS10,500$126K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC10,000$120K<0.01%+1,90013F-HRTimeline
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP10,000$120K0.22%013F-HRTimelineGroup
GLOBEFLEX CAPITAL L P9,344$113K0.02%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…5,847$70.4K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,649$64.8K<0.01%+70013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,131$61.8K<0.01%+3,19713F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,483$54K<0.01%-23213F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,378$52.7K<0.01%013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,102$37.3K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc3,050$36.7K<0.01%+5013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC2,424$29.2K<0.01%-28,21713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,458$17.6K<0.01%+49713F-HRTimelineGroup
TRUST CO OF VERMONT1,300$15.7K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,140$13.7K<0.01%-7,43113F-HR/ATimelineGroup
Clearstead Advisors, LLC1,127$13.6K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,000$12K<0.01%013F-HRTimeline
GW&K Investment Management, LLC1,025$12K<0.01%013F-HRTimeline
COMERICA BANK882$10.6K<0.01%-2,20013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO714$8.6K<0.01%-13,16213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP700$8.41K<0.01%+30013F-HRTimelineGroup
Bare Financial Services, Inc206$2.48K<0.01%+15313F-HRTimeline
Aster Capital Management (DIFC) Ltd175$2.11K<0.01%+10113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$1.81K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…131$1.58K<0.01%-54713F-HRTimelineGroup
Blue Trust, Inc.105$1.26K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN100$1.2K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC100$1.2K<0.01%new13F-HRTimeline
Parallel Advisors, LLC34$409<0.01%new13F-HRTimeline
Fortitude Family Office, LLC7$84<0.01%013F-HRTimeline
Center for Financial Planning, Inc.3$37<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$37<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC3$36<0.01%+113F-HRTimeline
HFM Investment Advisors, LLC2$24<0.01%013F-HRTimeline
Rialto Wealth Management, LLC1$13<0.01%013F-HRTimeline
Wealthspire Advisors, LLC1$12<0.01%new13F-HRTimeline
Avion Wealth50$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Hemington Wealth Management28$00%+1813F-HRTimelineValue filed as zero, left out of ratios.
Cloud Capital Management, LLC2$00%new13F-HRTimelineValue 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