CITADEL ADVISORS LLC

Position in HGTY — Hagerty, Inc.

CIK 1423053 MIAMI, FL

Back to HGTY Full portfolio

Position in HGTY

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$132,762

-$382,097 QoQ

Shares Held

12,608

-67.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in HGTY Over Time

Shares Held

Position Value (USD)

Derivatives in HGTY

reported options exposure · as of Mar 31, 2026

CallValue

$114,777

CallShares

10,900

PutValue

$182,169

PutShares

17,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Property & Casualty

Financial Services · as of Mar 31, 2026

CITADEL ADVISORS LLC holds $1,149,123,577 across 41 Insurance - Property & Casualty names. HGTY ranks #41 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	L	Loews Corp	3,577,747	$381,888,714
2	WRB	Berkley W R Corp	1,394,141	$92,403,665
3	PGR	Progressive Corp/Oh/	448,691	$88,948,503
4	CB	Chubb Ltd	254,981	$83,105,957
5	TRV	Travelers Companies, Inc.	257,231	$75,029,137
6	ALL	Allstate Corp	279,522	$57,956,091
7	LMND	Lemonade, Inc.	781,816	$49,004,226
8	AFG	American Financial Group Inc	303,967	$38,819,624

All Filings in HGTY

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$182,169	17,300	+58.7%	Put	Defined	2026-05-15
2026-03-31	$114,777	10,900	-13.5%	Call	Defined	2026-05-15
2026-03-31	$132,762	12,608	-43.7%	Shares	Defined	2026-05-15
2025-12-31	$301,056	22,400	-41.5%	Put	Defined	2026-02-17
2025-12-31	$514,859	38,308	+30.7%	Shares	Defined	2026-02-17
2025-09-30	$352,772	29,300	+25.8%	Call	Defined	2025-11-14
2025-09-30	$280,532	23,300	-72.9%	Put	Defined	2025-11-14
2025-06-30	$867,801	85,836	+26.2%	Shares	Defined	2025-08-14
2025-06-30	$687,480	68,000	+31.3%	Call	Defined	2025-08-14
2025-03-31	$468,272	51,800	-56.5%	Call	Defined	2025-05-15
2025-03-31	$1,076,916	119,128	+3742.8%	Shares	Defined	2025-05-15
2025-03-31	$28,024	3,100	-50.8%	Put	Defined	2025-05-15
2024-12-31	$60,795	6,300	-73.1%	Put	Defined	2025-02-14
2024-12-31	$225,810	23,400	-58.5%	Call	Defined	2025-02-14
2024-12-31	$543,642	56,336	-55.6%	Shares	Defined	2025-02-14
2024-09-30	$1,289,494	126,794	+637.2%	Shares	Defined	2024-11-14
2024-09-30	$174,924	17,200	+152.9%	Call	Defined	2024-11-14
2024-09-30	$69,156	6,800	+106.1%	Put	Defined	2024-11-14
2024-06-30	$34,320	3,300	-90.5%	Put	Defined	2024-08-14
2024-06-30	$361,150	34,726	+1553.6%	Shares	Defined	2024-08-14
2024-06-30	$21,840	2,100	+2000.0%	Call	Defined	2024-08-14
2024-03-31	$915	100	-99.8%	Put	Defined	2024-05-15
2024-03-31	$445,733	48,714	+16138.0%	Shares	Defined	2024-05-15
2024-03-31	$2,745	300	-99.3%	Call	Defined	2024-05-15
2023-12-31	$350,383	44,921	+8884.2%	Shares	Defined	2024-02-14
2023-12-31	$3,900	500	+400.0%	Call	Defined	2024-02-14
2023-12-31	$780	100	-90.0%	Put	Defined	2024-02-14
2023-09-30	$8,170	1,000	-98.1%	Put	Defined	2023-11-14
2023-09-30	$438,271	53,644	+1147.5%	Shares	Defined	2023-11-14
2023-09-30	$35,131	4,300	+4200.0%	Call	Defined	2023-11-14
2023-06-30	$936	100	-99.5%	Put	Defined	2023-08-14
2023-06-30	$203,112	21,700	-42.8%	Call	Defined	2023-08-14
2023-06-30	$355,398	37,970	+37870.0%	Shares	Defined	2023-08-14
2023-03-31	$874	100	-99.5%	Put	Defined	2023-05-15
2023-03-31	$162,564	18,600	+2168.3%	Call	Defined	2023-05-15
2023-03-31	$7,166	820	-98.9%	Shares	Defined	2023-05-15
2022-09-30	$658,283	73,224	+500.2%	Shares	Defined	2022-11-14
2022-09-30	$109,678	12,200	-69.1%	Call	Defined	2022-11-14
2022-06-30	$453,855	39,500	+249.6%	Put	Defined	2022-08-15
2022-03-31	$121,927	11,300	—	Call	Defined	2022-05-16
No filing history on record for this holder in this stock.