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Disclosery

HGTY HAGERTY INC

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COMMON STOCK (common), issuer CIK 1840776

114 managers (116 13F filers) reported a position in HGTY shares at 2025-12-31, 89,867,624 shares in all. 26 filers opened a position and 9 filers sold out during the quarter.

Managers
114
13F filers
116
New
26
Added
26
Reduced
33
Sold out
9
Shares held by filers
89,867,624

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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$696M0.55%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,269,620$111M0.08%+221,83413F-HRTimelineGroup
Polar Capital Holdings Plcin group Polar Capital Holdings Plc5,767,416$77.5M0.35%-50,00013F-HRTimelineGroup
T. Rowe Price Investment Management, In…5,156,899$69.3M0.04%-58,89613F-HR/ATimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC3,415,742$45.9M<0.01%-40,43213F-HRTimelineGroup
Markel Group Inc.in group Markel Group Inc.3,108,000$41.8M0.33%013F-HRTimelineGroup
Greenhaven Road Investment Management, …2,616,654$35.2M15.24%-48,13013F-HRTimeline
Pembroke Management, LTD2,226,961$29.9M3.09%-34,24213F-HRTimeline
Lincoln Capital LLC812,858$10.9M1.98%+25,47113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.671,924$9.03M<0.01%+23,63613F-HRTimelineGroup
ROYCE & ASSOCIATES LP525,000$7.06M0.07%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC398,144$5.35M<0.01%-3,94213F-HRTimelineGroup
FMR LLCin group FMR LLC347,773$4.67M<0.01%-152,70013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY332,819$4.47M<0.01%+101,55213F-HR/ATimelineGroup
SCHOLTZ & COMPANY, LLC323,315$4.35M1.89%-1,75013F-HRTimeline
Woodline Partners LP252,530$3.39M0.01%-24,78513F-HRTimeline
UBS Group AGgroup of 2 filers holding237,847$3.2M-23,555Timeline
STATE STREET CORPin group STATE STREET CORP230,786$3.1M<0.01%+30,45713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co215,830$2.9M<0.01%-24713F-HRTimelineGroup
Gillson Capital LP202,012$2.71M0.18%+27,01213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC196,920$2.65M0.04%-55,61513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP181,448$2.44M<0.01%+60,70113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding171,889$2.31M+7,747Timeline
OXFORD FINANCIAL GROUP, LTD. LLC170,000$2.28M0.13%013F-HRTimeline
National Philanthropic Trust150,000$2.02M0.02%new13F-HRTimeline
Connor, Clark & Lunn Investment Managem…146,228$1.97M0.01%-14,38813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC119,885$1.61M<0.01%+5,30013F-HRTimelineGroup
Trexquant Investment LP115,277$1.55M0.01%+2,87213F-HRTimeline
LPL Financial LLC115,039$1.55M<0.01%+3,32113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC109,000$1.46M<0.01%new13F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP104,020$1.4M<0.01%-1,11913F-HRTimelineGroup
GABELLI & Co INVESTMENT ADVISERS, INC.in group GAMCO Investors (Gabelli)103,300$1.39M0.21%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC87,968$1.18M<0.01%-30,00013F-HRTimeline
TD Asset Management Inc87,856$1.18M<0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.80,380$1.08M<0.01%+10113F-HRTimelineGroup
Swiss National Bank79,260$1.07M<0.01%+2,60013F-HRTimeline
Bristlecone Value Partners, LLC57,965$779K0.9%13F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP56,271$756K0.02%-5,79213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC56,035$753K<0.01%+37,55513F-HR/ATimelineGroup
17 CAPITAL PARTNERS, LLC55,000$739K0.38%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC54,931$738K0.01%-5,00713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp38,521$518K<0.01%+16,46813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,308$515K<0.01%new13F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…33,406$449K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,168$405K<0.01%new13F-HRTimelineGroup
Meixler Investment Management, Ltd.29,100$391K0.24%-1513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,841$374K<0.01%-5,50913F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD27,100$364K<0.01%new13F-HRTimeline
Schonfeld Strategic Advisors LLC26,718$359K<0.01%+13,80813F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC26,269$353K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC25,333$340K<0.01%-413F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc24,803$333K<0.01%-5,02413F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC23,409$315K<0.01%new13F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC21,642$292K<0.01%013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20,676$278K<0.01%+19,96213F-HRTimelineGroup
Yorktown Management & Research Co Inc20,100$270K0.22%new13F-HRTimeline
Dockside LLC19,103$257K0.07%13F-HRTimeline
Painted Porch Advisors LLC18,638$250K0.1%013F-HRTimeline
KLP KAPITALFORVALTNING AS16,900$227K<0.01%+6,40013F-HRTimeline
PharVision Advisers, LLC14,937$201K0.1%new13F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson14,933$201K<0.01%013F-HRTimelineGroup
MeadowBrook Investment Advisors LLC14,790$199K0.17%013F-HRTimeline
Kingsview Wealth Management, LLC13,459$181K<0.01%+23213F-HRTimeline
Steward Partners Investment Advisory, L…13,027$175K<0.01%013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP12,649$170K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,306$152K<0.01%new13F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM11,204$151K<0.01%-50913F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC11,103$149K<0.01%new13F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC10,023$134K<0.01%new13F-HRTimeline
GLOBEFLEX CAPITAL L P9,344$126K0.02%013F-HRTimeline
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP7,500$101K0.17%-2,50013F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC7,309$81.8K<0.01%new13F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…5,847$78.6K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,483$60.3K<0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,378$58.8K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,234$43.5K<0.01%-2,41513F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,102$41.7K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc3,093$41.6K<0.01%+4313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,734$23.3K<0.01%-3,39713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,481$19.9K<0.01%+2313F-HRTimelineGroup
TRUST CO OF VERMONT1,300$17.5K<0.01%013F-HRTimeline
GW&K Investment Management, LLC1,025$14K<0.01%013F-HRTimeline
Quarry LP1,009$13.6K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.1,000$13.4K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/928$12.5K<0.01%-21213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN833$11.2K<0.01%+73313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP700$9.41K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC625$8.4K<0.01%-1,79913F-HRTimelineGroup
Farther Finance Advisors, LLC537$7.22K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC272$4K<0.01%new13F-HRTimelineGroup
Bare Financial Services, Inc243$3.27K<0.01%+3713F-HRTimeline
Commonwealth Retirement Investments LLC200$2.69K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…155$2.08K<0.01%new13F-HR/ATimelineGroup
Marquette Asset Management, LLC154$2.07K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$2.02K<0.01%013F-HRTimelineGroup
GROUP ONE TRADING LLC143$1.92K<0.01%-9,85713F-HRTimeline
Parallel Advisors, LLC117$1.57K<0.01%+8313F-HRTimeline
Root Financial Partners, LLC84$1.13K<0.01%-1613F-HRTimeline
Aster Capital Management (DIFC) Ltd68$914<0.01%-10713F-HRTimeline
SageView Advisory Group, LLC64$861<0.01%new13F-HRTimeline
Blue Trust, Inc.58$780<0.01%-4713F-HRTimeline
JFS WEALTH ADVISORS, LLC37$498<0.01%new13F-HRTimeline
Allworth Financial LP31$417<0.01%new13F-HRTimeline
Essential Partners LLC17$228<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…12$161<0.01%13F-HRTimeline
Rialto Wealth Management, LLC10$135<0.01%+913F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$134<0.01%new13F-HRTimeline
Fortitude Family Office, LLC6$81<0.01%-113F-HRTimeline
Bay Harbor Wealth Management, LLC4$53<0.01%+113F-HRTimeline
Center for Financial Planning, Inc.3$41<0.01%013F-HRTimeline
SJS Investment Consulting Inc.3$41<0.01%013F-HRTimeline
HFM Investment Advisors, LLC2$27<0.01%013F-HRTimeline
Dunhill Financial, LLC1$11<0.01%new13F-HRTimeline
Avion Wealth50$00%013F-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