HAGERTY INC-A HGTY
$12.39
+2.7% 52w: $9.34 – $13.82
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data9.3411.5813.82
Jun 20, 2025 Jul 2, 2026
Institutional holders
116
+0 QoQ
13F value
$955.2M
-21.9% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
0.3×
$117K calls / $393K puts
Institutional value by quarter
Number of holders
Who owns HGTY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | Insurance | 51.8M | $545.5M | 0.4% | Held |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 8.7M | $91.8M | 0.1% | +5.5% |
| Polar Capital Holdings Plc | Other | 6.0M | $63.2M | 0.3% | +4.0% |
| T. Rowe Price Investment Management, Inc. | Long only active | 5.6M | $59.4M | 0.0% | -10.4% |
| Markel Group Inc. ★2 | Value conviction | 3.1M | $32.7M | 0.3% | Held |
| Greenhaven Road Investment Management, L.P. ★3 | Fundamental concentrated | 2.4M | $25.0M | 17.2% | -9.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.9M | $19.7M | 0.0% | — |
| Pembroke Management, LTD ★2 | Fundamental diversified | 1.7M | $18.3M | 2.6% | -22.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 1.6M | $17.2M | 0.0% | — |
| Lincoln Capital LLC ★2 | Fundamental diversified | 950.7K | $10.0M | 1.9% | +17.0% |
| BlackRock, Inc. | Index provider | 690.1K | $7.3M | 0.0% | +2.7% |
| ROYCE & ASSOCIATES LP | Other | 525.0K | $5.5M | 0.1% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 418.8K | $4.4M | 0.0% | +5.2% |
| UBS Group AG | Bank broker | 346.0K | $3.6M | 0.0% | +79.6% |
| SCHOLTZ & COMPANY, LLC ★3 | Fundamental concentrated | 325.5K | $3.4M | 1.8% | +0.7% |
| MORGAN STANLEY | Bank broker | 297.2K | $3.1M | 0.0% | -10.7% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 271.3K | $2.9M | 0.0% | +49.5% |
| Woodline Partners LP | Other | 260.5K | $2.7M | 0.0% | +3.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 234.8K | $2.5M | 0.0% | — |
| STATE STREET CORP | Index provider | 233.8K | $2.5M | 0.0% | +1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 217.5K | $2.3M | 0.0% | +0.8% |
| Gillson Capital LP ★2 | Fundamental diversified | 202.0K | $2.1M | 0.2% | Held |
| OXFORD FINANCIAL GROUP, LTD. LLC | Wealth advisor | 170.0K | $1.8M | 0.1% | Held |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 157.7K | $1.7M | 0.0% | +79.2% |
| National Philanthropic Trust | Other | 150.0K | $1.6M | 0.0% | Held |
| LPL Financial LLC | Bank broker | 141.2K | $1.5M | 0.0% | +22.8% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 140.8K | $1.5M | 0.0% | -28.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 126.0K | $1.3M | 0.0% | +5.1% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 116.0K | $1.2M | 0.0% | -20.6% |
| PALISADE CAPITAL MANAGEMENT, LP | Other | 110.6K | $1.2M | 0.0% | +96.6% |
| BROWN ADVISORY INC | Diversified mechanical | 109.0K | $1.1M | 0.0% | Held |
| NORTHERN TRUST CORP | Index provider | 105.4K | $1.1M | 0.0% | +1.3% |
| GABELLI & Co INVESTMENT ADVISERS, INC. | Other | 103.3K | $1.1M | 0.2% | Held |
| TD Asset Management Inc | Diversified mechanical | 100.2K | $1.1M | 0.0% | +14.0% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 91.6K | $964K | 0.0% | -1.2% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 86.6K | $911K | 0.0% | +7.7% |
| Swiss National Bank | Index provider | 79.3K | $835K | 0.0% | Held |
| Trexquant Investment LP | Diversified mechanical | 64.7K | $682K | 0.0% | -43.8% |
| Bristlecone Value Partners, LLC | Wealth advisor | 60.1K | $633K | 0.6% | +3.7% |
| 17 CAPITAL PARTNERS, LLC | Other | 54.8K | $577K | 0.3% | -0.4% |
| Vident Advisory, LLC | Diversified mechanical | 54.3K | $571K | 0.0% | -1.2% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 52.6K | $554K | 0.0% | +100.3% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 50.9K | $536K | 0.0% | +87.8% |
| E. Ohman J:or Asset Management AB | Other | 45.6K | $481K | 0.0% | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 45.2K | $476K | 0.0% | Held |
| Bank of New York Mellon Corp | Diversified mechanical | 39.7K | $418K | 0.0% | +3.1% |
| JT Stratford LLC | Wealth advisor | 38.1K | $401K | 0.1% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 33.6K | $353K | 0.0% | -40.1% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Pension sovereign | 33.4K | $352K | 0.0% | Held |
| BANK OF MONTREAL /CAN/ | Bank broker | 33.3K | $351K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
Explore related
Top funds holding HGTY
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO NEUBERGER BERMAN GROUP LLCPolar Capital Holdings PlcT. Rowe Price Investment Management, Inc.Markel Group Inc.Greenhaven Road Investment Management, L.P.VANGUARD CAPITAL MANAGEMENT LLCPembroke Management, LTDVANGUARD PORTFOLIO MANAGEMENT LLCLincoln Capital LLC
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