Institutional Ownership Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY). We have compiled data on the 93 institutions that hold shares in the stock, with a total of 76.2 Million shares, which have been reported (via 13F filing form) to have a value of $839 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Aug 12, 2025 Q2 2025 |
51,800,000
shares
|
$571 Million
0.47% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,557,427
shares
|
$61.2 Million
0.05% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
5,319,027
shares
|
$58.6 Million
0.31% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Tom Gayner
Markel Corp
|
Aug 01, 2025 Q2 2025 |
3,108,000
shares
|
$34.3 Million
0.29% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
2,612,741
shares
|
$28.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
1,811,539
shares
|
$20 Million
8.0% of portfolio
|
Q2 2025
Added 33.15%
|
|
|
Pembroke Management, LTD
|
Aug 07, 2025 Q2 2025 |
993,449
shares
|
$10.9 Million
1.25% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
607,309
shares
|
$6.69 Million
1.23% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Royce & Associates LP
|
Aug 11, 2025 Q2 2025 |
525,000
shares
|
$5.79 Million
0.06% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
456,355
shares
|
$5.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
279,919
shares
|
$3.08 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.52%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
254,634
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
240,290
shares
|
$2.65 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
159,069
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2025
Added 11.42%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
138,254
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
136,105
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
130,939
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
123,168
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.21%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
119,693
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
115,483
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Aug 13, 2025 Q2 2025 |
103,300
shares
|
$1.14 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
95,775
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
88,489
shares
|
$975,148
0.0% of portfolio
|
Q2 2025
Added 37.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
85,836
shares
|
$945,912
0.0% of portfolio
|
Q2 2025
Reduced 27.95%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
85,797
shares
|
$945,482
0.0% of portfolio
|
Q2 2025
Reduced 11.64%
|