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Disclosery

HGTY HAGERTY INC

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COMMON STOCK (common), issuer CIK 1840776

111 managers (117 13F filers) reported a position in HGTY shares at 2026-03-31, 90,708,759 shares in all. 16 filers opened a position and 19 filers sold out during the quarter.

Managers
111
13F filers
117
New
16
Added
31
Reduced
36
Sold out
19
Shares held by filers
90,708,759

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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$545M0.43%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,721,368$91.8M0.07%+451,74813F-HRTimelineGroup
Polar Capital Holdings Plcin group Polar Capital Holdings Plc6,000,000$63.2M0.28%+232,58413F-HRTimelineGroup
T. Rowe Price Investment Management, In…5,640,480$59.4M0.04%+483,58113F-HRTimeline
VANGUARD GROUP INCgroup of 6 filers holding3,792,443$39.9MnewTimeline
Markel Group Inc.in group Markel Group Inc.3,108,000$32.7M0.27%013F-HRTimelineGroup
Greenhaven Road Investment Management, …2,369,978$25M17.17%-246,67613F-HRTimeline
Pembroke Management, LTD1,738,006$18.3M2.65%-488,95513F-HRTimeline
Lincoln Capital LLC950,652$10M1.9%+137,79413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.690,093$7.27M<0.01%+18,16913F-HRTimelineGroup
ROYCE & ASSOCIATES LP525,000$5.53M0.05%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC418,807$4.41M<0.01%+20,66313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding391,174$4.12M+153,327Timeline
SCHOLTZ & COMPANY, LLC325,505$3.43M1.75%+2,19013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY297,152$3.13M<0.01%-35,66713F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP271,346$2.86M<0.01%+89,89813F-HRTimelineGroup
Woodline Partners LP260,544$2.74M0.01%+8,01413F-HR/ATimeline
STATE STREET CORPin group STATE STREET CORP233,788$2.46M<0.01%+3,00213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co217,522$2.29M<0.01%+1,69213F-HRTimelineGroup
Gillson Capital LP202,012$2.13M0.17%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC170,000$1.79M0.1%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC157,668$1.66M<0.01%+69,70013F-HRTimeline
National Philanthropic Trust150,000$1.58M0.02%013F-HRTimeline
LPL Financial LLC141,249$1.49M<0.01%+26,21013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC140,841$1.48M0.02%-56,07913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC125,965$1.33M<0.01%+6,08013F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…116,034$1.22M<0.01%-30,19413F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP110,636$1.16M0.04%+54,36513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC109,000$1.15M<0.01%013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP105,418$1.11M<0.01%+1,39813F-HRTimelineGroup
GABELLI & Co INVESTMENT ADVISERS, INC.in group GAMCO Investors (Gabelli)103,300$1.09M0.16%013F-HRTimelineGroup
TD Asset Management Inc100,184$1.05M<0.01%+12,32813F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP91,582$964K<0.01%-1,10713F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.86,554$911K<0.01%+6,17413F-HRTimelineGroup
Swiss National Bank79,260$835K<0.01%013F-HRTimeline
Trexquant Investment LP64,730$682K<0.01%-50,54713F-HRTimeline
Bristlecone Value Partners, LLC60,093$633K0.56%+2,12813F-HRTimeline
17 CAPITAL PARTNERS, LLC54,765$577K0.3%-23513F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC54,272$571K<0.01%-65913F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC52,608$554K<0.01%+26,33913F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD50,900$536K<0.01%+23,80013F-HRTimeline
E. Ohman J:or Asset Management AB45,637$481K0.01%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp39,730$418K<0.01%+1,20913F-HRTimelineGroup
JT Stratford LLC38,112$401K0.05%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC33,567$353K<0.01%-22,46813F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…33,406$352K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/33,332$351K<0.01%new13F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC30,914$326K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,568$290K<0.01%-27313F-HRTimelineGroup
Meixler Investment Management, Ltd.26,250$288K0.15%-2,85013F-HRTimeline
Schonfeld Strategic Advisors LLC25,358$267K<0.01%-1,36013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC25,333$267K<0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC21,675$228K<0.01%-1,73413F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC21,642$226K<0.01%013F-HRTimelineGroup
Yorktown Management & Research Co Inc20,100$212K0.18%013F-HRTimeline
Painted Porch Advisors LLC18,638$196K0.09%013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc17,964$189K<0.01%-6,83913F-HRTimelineGroup
KLP KAPITALFORVALTNING AS16,900$178K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,869$178K<0.01%new13F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson14,933$157K<0.01%013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…13,434$141K<0.01%+40713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,608$133K<0.01%-25,70013F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC11,130$117K<0.01%+2713F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM11,061$116K<0.01%-14313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …10,881$115K<0.01%new13F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC10,023$105K<0.01%013F-HRTimeline
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP7,500$79K0.1%013F-HRTimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC6,668$70.2K<0.01%-64113F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…5,847$61.6K<0.01%013F-HRTimeline
MRP Capital Investments, LLC5,000$52.6K0.05%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,483$47.2K<0.01%013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,378$46.1K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,072$32.3K<0.01%+1,59113F-HR/ATimelineGroup
IFP Advisors, Inc3,062$32.2K<0.01%-3113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,522$26.4K<0.01%-18,15413F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC1,929$20.3K<0.01%+1,30413F-HRTimelineGroup
Center for Financial Planning, Inc.1,503$15.8K<0.01%+1,50013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,366$14.4K<0.01%-1,86813F-HRTimelineGroup
GW&K Investment Management, LLC1,025$11K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,000$10.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…523$5.51K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC508$5.42K<0.01%-2913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP500$5.2K<0.01%-20013F-HRTimelineGroup
SIMPLEX TRADING, LLC330$3.47K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC315$3.32K<0.01%+4313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS257$2.71K<0.01%-1,47713F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$1.58K<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc150$1.58K<0.01%-9313F-HRTimeline
Allworth Financial LP118$1.24K<0.01%+8713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN101$1.06K<0.01%-73213F-HR/ATimelineGroup
SIGNATUREFD, LLC96$1.01K<0.01%new13F-HRTimeline
Root Financial Partners, LLC74$779<0.01%-1013F-HRTimeline
Blue Trust, Inc.67$706<0.01%+913F-HRTimeline
MAI Capital Management57$601<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC43$453<0.01%-10013F-HRTimeline
GAMMA Investing LLC31$326<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC19$200<0.01%-347,75413F-HRTimelineGroup
CVA Family Office, LLC15$158<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC9$95<0.01%-2813F-HRTimeline
Parallel Advisors, LLC9$95<0.01%-10813F-HR/ATimeline
Essential Partners LLC9$95<0.01%-813F-HRTimeline
ROTHSCHILD INVESTMENT LLC7$74<0.01%-313F-HRTimeline
Fortitude Family Office, LLC6$63<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.3$32<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.3$32<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC3$31<0.01%-113F-HRTimeline
Rialto Wealth Management, LLC2$22<0.01%-813F-HRTimeline
HFM Investment Advisors, LLC2$21<0.01%013F-HRTimeline
Arax Advisory Partners1$11<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$11<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…1$11<0.01%-1113F-HRTimeline

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