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Disclosery

HGTY HAGERTY INC

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COMMON STOCK (common), issuer CIK 1840776

120 managers (126 13F filers) reported a position in HGTY shares at 2026-06-30, 92,204,413 shares in all. 18 filers opened a position and 9 filers sold out during the quarter.

Managers
120
13F filers
126
New
18
Added
44
Reduced
34
Sold out
9
Shares held by filers
92,204,413

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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$617M0.42%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC9,528,505$114M0.08%+807,13713F-HRTimelineGroup
T. Rowe Price Investment Management, In…6,088,981$72.6M0.05%+448,50113F-HRTimeline
Polar Capital Holdings Plcin group Polar Capital Holdings Plc6,000,000$71.5M0.2%013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding3,876,783$46.2M+84,340Timeline
Markel Group Inc.in group Markel Group Inc.3,108,000$35.9M0.27%013F-HRTimelineGroup
Greenhaven Road Investment Management, …1,865,430$22.2M14.44%-504,54813F-HRTimeline
Pembroke Management, LTD1,702,926$20.3M2.62%-35,08013F-HR/ATimeline
Lincoln Capital LLC973,651$11.6M2.07%+22,99913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.718,484$8.56M<0.01%+28,39113F-HRTimelineGroup
ROYCE & ASSOCIATES LP525,000$6.26M0.05%013F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC446,889$5.33M<0.01%+28,08213F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP374,615$4.47M<0.01%+103,26913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP335,852$4M<0.01%new13F-HRTimelineGroup
SCHOLTZ & COMPANY, LLC308,405$3.68M1.84%-17,10013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY307,146$3.66M<0.01%+9,99413F-HRTimelineGroup
Gillson Capital LP276,949$3.3M0.19%+74,93713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP264,359$3.15M<0.01%+30,57113F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding249,459$2.97M-141,715Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC218,000$2.6M<0.01%+109,00013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co213,947$2.55M<0.01%-3,57513F-HRTimelineGroup
Woodline Partners LP212,918$2.54M0.01%-47,62613F-HRTimeline
Garner Asset Management Corp172,825$2.06M0.67%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC170,000$2.03M0.1%013F-HRTimeline
LPL Financial LLC152,501$1.82M<0.01%+11,25213F-HRTimeline
National Philanthropic Trust150,000$1.79M0.03%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC136,315$1.62M<0.01%+10,35013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC132,055$1.57M0.02%-8,78613F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP118,657$1.41M0.06%+8,02113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP109,722$1.31M<0.01%+4,30413F-HRTimelineGroup
GABELLI & Co INVESTMENT ADVISERS, INC.in group GAMCO Investors (Gabelli)103,300$1.23M0.18%013F-HRTimelineGroup
TD Asset Management Inc100,184$1.19M<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …89,417$1.07M0.01%new13F-HRTimelineGroup
Swiss National Bank81,060$966K<0.01%+1,80013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC73,268$873K<0.01%-84,40013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP71,610$854K<0.01%-19,97213F-HRTimelineGroup
Connor, Clark & Lunn Investment Managem…69,127$824K<0.01%-46,90713F-HRTimeline
Bristlecone Value Partners, LLC60,093$716K0.58%013F-HRTimeline
17 CAPITAL PARTNERS, LLC54,765$653K0.3%013F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…54,662$652K<0.01%+21,25613F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC51,909$619K<0.01%+18,34213F-HRTimelineGroup
Trexquant Investment LP51,162$610K<0.01%-13,56813F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.48,129$574K<0.01%-38,42513F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC46,365$553K<0.01%+15,45113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/46,332$552K<0.01%+13,00013F-HRTimelineGroup
E. Ohman J:or Asset Management AB46,106$550K0.01%+46913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC42,815$510K<0.01%-11,45713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp39,004$465K<0.01%-72613F-HRTimelineGroup
Schonfeld Strategic Advisors LLC37,562$448K<0.01%+12,20413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC36,414$434K<0.01%+14,73913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,337$385K<0.01%+19,72913F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,562$329K<0.01%-613F-HRTimelineGroup
Dockside LLC25,965$310K0.07%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC25,614$305K<0.01%+28113F-HRTimelineGroup
Meixler Investment Management, Ltd.25,525$304K0.17%-72513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc25,520$304K<0.01%+7,55613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,020$286K<0.01%new13F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD22,400$267K<0.01%-28,50013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC21,642$258K<0.01%013F-HRTimelineGroup
Painted Porch Advisors LLC18,638$222K0.1%013F-HRTimeline
KLP KAPITALFORVALTNING AS16,900$201K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,040$191K<0.01%-82913F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…15,362$183K<0.01%+9,51513F-HRTimeline
Waverly Advisors, LLC15,045$179K<0.01%new13F-HRTimeline
Jupiter Topco LLCin group Janus Henderson14,933$178K<0.01%13F-HRTimelineGroup
Sequoia Financial Advisors, LLC14,247$170K<0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,182$169K<0.01%-38,42613F-HRTimelineGroup
Steward Partners Investment Advisory, L…13,434$160K<0.01%013F-HRTimeline
R Squared Ltd12,635$151K0.08%new13F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC11,320$135K<0.01%+19013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM11,155$133K<0.01%+9413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …10,844$129K<0.01%-3713F-HR/ATimelineGroup
WCM INVESTMENT MANAGEMENT, LLC10,023$118K<0.01%013F-HRTimeline
CAZ INVESTMENTS LPin group CAZ INVESTMENTS LP7,500$89.4K0.04%013F-HR/ATimelineGroup
IFP Advisors, Inc3,055$36.4K<0.01%-713F-HRTimeline
MRP Capital Investments, LLC3,000$35.8K0.03%-2,00013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,357$28.1K<0.01%-2,12613F-HRTimelineGroup
SIMPLEX TRADING, LLC2,059$24.5K<0.01%+1,72913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,612$19.2K<0.01%+1,51113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,571$18.7K<0.01%-2,80713F-HRTimelineGroup
Center for Financial Planning, Inc.1,503$17.9K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,495$17.6K<0.01%+99513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,471$17.5K<0.01%-45813F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,464$17.5K<0.01%-1,60813F-HRTimelineGroup
TRUST CO OF VERMONT1,300$15.5K<0.01%13F-HRTimeline
GW&K Investment Management, LLC1,025$12K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,000$11.9K<0.01%013F-HRTimeline
Covestor Ltd881$11K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC838$9.99K<0.01%+81913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO740$8.7K<0.01%-1,78213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…720$8.58K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.554$6.6K<0.01%-81213F-HRTimelineGroup
Farther Finance Advisors, LLC507$6.04K<0.01%-113F-HRTimeline
Arax Advisory Partners441$5.26K<0.01%+44013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…400$4.77K<0.01%-12313F-HRTimelineGroup
Essential Partners LLC342$4.08K<0.01%+33313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS238$2.84K<0.01%-1913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…193$2.3K<0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp150$1.79K<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc150$1.79K<0.01%013F-HRTimeline
Parallel Advisors, LLC132$1.57K<0.01%+12313F-HRTimeline
SJS Investment Consulting Inc.121$1.44K<0.01%+11813F-HRTimeline
Allworth Financial LP102$1.22K<0.01%-1613F-HRTimeline
SIGNATUREFD, LLC96$1.14K<0.01%013F-HRTimeline
Quarry LP77$918<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS72$847<0.01%new13F-HRTimeline
CVA Family Office, LLC56$668<0.01%+4113F-HRTimeline
Rialto Wealth Management, LLC56$668<0.01%+5413F-HRTimeline
GAMMA Investing LLC31$370<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…26$310<0.01%+2513F-HRTimeline
Fortitude Family Office, LLC24$286<0.01%+1813F-HRTimeline
Clearstead Advisors, LLC13$156<0.01%new13F-HRTimeline
Creative Capital Management Investments…12$143<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC9$108<0.01%013F-HRTimeline
HFM Investment Advisors, LLC6$72<0.01%+413F-HRTimeline
Bay Harbor Wealth Management, LLC3$36<0.01%013F-HRTimeline
LRI Investments, LLC3$36<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC2$25<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC2$24<0.01%-513F-HRTimeline
Navigoe, LLC3$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