Equibles

HGTY

Hagerty, Inc.

Company with tickers: HGTY

CIK
1840776
CUSIP
405166109
Shares Outstanding
101,802,246
13F Activity (30d)
98 filings 96 filers
Holders: 117
Total Value: $955,651,775
Total Shares: 90,755,161
Showing 1–100 of 119 holdings by value · page 1 of 2

Institutional Ownership Trend

18 quarters

Holder Concentration

Across 117 13F filers · Δ vs Dec 31, 2025
Top Holder
57.1%
Jun 2023 → Mar 2026 · range 57.1% – 71.6%
−0.5 pts
Top 5
82.9%
Jun 2023 → Mar 2026 · range 82.8% – 90.7%
+0.2 pts
Top 10
92.4%
Jun 2023 → Mar 2026 · range 92.4% – 95.6%
−0.9 pts
HHI
3,465
Jun 2023 → Mar 2026 · range 3,465 – 5,236
Highly concentrated −58

Quarterly Activity

vs Dec 31, 2025
New
21
Increased
31
Decreased
37
Sold Out
20
Unchanged
28
Holder count: +1
Institutional value: -20.9%
Shares held: +1.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega T. Rowe Price Investment Management, Inc. +483,581 5,640,480
Mega NEUBERGER BERMAN GROUP LLC +451,748 8,721,368
Large Polar Capital Holdings Plc +232,584 6,000,000
Mega UBS Group AG +153,327 345,958
Small Lincoln Capital LLC +137,794 950,652

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Pembroke Management, LTD −488,955 1,738,006
Mega FMR LLC −347,754 19
Small Greenhaven Road Investment Management, L.P. −246,676 2,369,978
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC −56,079 140,841
Large Trexquant Investment LP −50,547 64,730

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 1,867,573 $19,665,543
Mega VANGUARD PORTFOLIO MANAGEMENT LLC 1,630,971 $17,174,124
Mega VANGUARD FIDUCIARY TRUST CO 234,818 $2,472,633
Mid E. Ohman J:or Asset Management AB 45,637 $480,557
Small JT Stratford LLC 38,112 $401,319

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 3,415,742 $45,907,570
Large TWO SIGMA ADVISERS, LP 79,200 $1,064,448
Mega JANE STREET GROUP, LLC 30,168 $405,457
Micro PharVision Advisers, LLC 14,937 $200,753
Micro MeadowBrook Investment Advisors LLC 14,790 $198,777
Filter: New 21 Increased 31 Reduced 37 Sold out 20 Unchanged 28
Showing 100 of 119
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Insurance $545,454,000 57.08% 51,800,000
Mega NEUBERGER BERMAN GROUP LLC $91,836,004 9.61% 8,721,368
Large Polar Capital Holdings Plc $63,180,000 6.61% 6,000,000
Mega T. Rowe Price Investment Management, Inc. $59,394,254 6.22% 5,640,480
Mid Markel Group Inc. $32,727,240 3.42% 3,108,000
Small Greenhaven Road Investment Management, L.P. $24,955,868 2.61% 2,369,978
Mega VANGUARD CAPITAL MANAGEMENT LLC $19,665,543 2.06% 1,867,573
Small Pembroke Management, LTD $18,301,203 1.92% 1,738,006
Mega VANGUARD PORTFOLIO MANAGEMENT LLC $17,174,124 1.80% 1,630,971
Small Lincoln Capital LLC $10,010,365 1.05% 950,652
Mega BlackRock, Inc. $7,266,675 0.76% 690,093
Mid ROYCE & ASSOCIATES LP $5,528,250 0.58% 525,000
Mega GEODE CAPITAL MANAGEMENT, LLC $4,410,037 0.46% 418,807
Mega UBS Group AG $3,642,936 0.38% 345,958
Small SCHOLTZ & COMPANY, LLC $3,427,567 0.36% 325,505
Mega MORGAN STANLEY $3,129,008 0.33% 297,152
Mega DIMENSIONAL FUND ADVISORS LP $2,857,270 0.30% 271,346
Large Woodline Partners LP $2,743,528 0.29% 260,544
Mega VANGUARD FIDUCIARY TRUST CO Bank $2,472,633 0.26% 234,818
Mega STATE STREET CORP $2,461,787 0.26% 233,788
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $2,290,506 0.24% 217,522
Mid Gillson Capital LP $2,127,186 0.22% 202,012
Small OXFORD FINANCIAL GROUP, LTD. LLC $1,790,100 0.19% 170,000
Large RENAISSANCE TECHNOLOGIES LLC $1,660,244 0.17% 157,668
Mid National Philanthropic Trust $1,579,500 0.17% 150,000
Mega LPL Financial LLC $1,487,351 0.16% 141,249
Mid CONFLUENCE INVESTMENT MANAGEMENT LLC $1,483,055 0.16% 140,841
Mega RAYMOND JAMES FINANCIAL INC $1,326,410 0.14% 125,965
Large Connor, Clark & Lunn Investment Management Ltd. $1,221,838 0.13% 116,034
Mid PALISADE CAPITAL MANAGEMENT, LP $1,164,997 0.12% 110,636
Large BROWN ADVISORY INC $1,147,770 0.12% 109,000
Mega NORTHERN TRUST CORP Bank $1,110,051 0.12% 105,418
Small GABELLI & Co INVESTMENT ADVISERS, INC. $1,087,749 0.11% 103,300
Mega TD Asset Management Inc $1,054,937 0.11% 100,184
Mega TWO SIGMA INVESTMENTS, LP $964,358 0.10% 91,582
Mega D. E. Shaw & Co., Inc. $911,413 0.10% 86,554
Mega Swiss National Bank Bank $834,607 0.09% 79,260
Large Trexquant Investment LP $681,606 0.07% 64,730
Micro Bristlecone Value Partners, LLC $632,779 0.07% 60,093
Small 17 CAPITAL PARTNERS, LLC $576,675 0.06% 54,765
Large Vident Advisory, LLC $571,484 0.06% 54,272
Mega MILLENNIUM MANAGEMENT LLC $553,962 0.06% 52,608
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $535,977 0.06% 50,900
Mid E. Ohman J:or Asset Management AB $480,557 0.05% 45,637
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $476,124 0.05% 45,216
Mega Bank of New York Mellon Corp Bank $418,356 0.04% 39,730
Small JT Stratford LLC $401,319 0.04% 38,112
Mega GOLDMAN SACHS GROUP INC $353,459 0.04% 33,567
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $351,765 0.04% 33,406
Mega BANK OF MONTREAL /CAN/ Bank $350,985 0.04% 33,332
Mega AMERICAN CENTURY COMPANIES INC $325,524 0.03% 30,914
Mega VANGUARD ASSET MANAGEMENT, Ltd $321,565 0.03% 30,538
Mega ROYAL BANK OF CANADA Bank $290,289 0.03% 27,568
Small Meixler Investment Management, Ltd. $276,412 0.03% 26,250
Large Schonfeld Strategic Advisors LLC $267,019 0.03% 25,358
Mega BARCLAYS PLC $266,756 0.03% 25,333
Mega AQR CAPITAL MANAGEMENT LLC $228,235 0.02% 21,675
Mega HSBC HOLDINGS PLC $227,890 0.02% 21,642
Small Yorktown Management & Research Co Inc $211,653 0.02% 20,100
Small Dockside LLC $200,059 0.02% 18,999
Micro Painted Porch Advisors LLC $196,258 0.02% 18,638
Mega Legal & General Group Plc $189,160 0.02% 17,964
Mega CITADEL ADVISORS LLC $182,169 0.02% 17,300
Large KLP KAPITALFORVALTNING AS $177,957 0.02% 16,900
Mid XTX Topco Ltd $177,630 0.02% 16,869
Mega Vanguard Global Advisers, LLC $160,750 0.02% 15,266
Mega JANUS HENDERSON GROUP PLC $157,244 0.02% 14,933
Large Steward Partners Investment Advisory, LLC $141,460 0.01% 13,434
Large Vanguard Investments Australia, Ltd. $139,806 0.01% 13,277
Mega CITADEL ADVISORS LLC $132,762 0.01% 12,608
Mega VICTORY CAPITAL MANAGEMENT INC $117,198 0.01% 11,130
Large ARIZONA STATE RETIREMENT SYSTEM Pension $116,472 0.01% 11,061
Mega CITADEL ADVISORS LLC $114,777 0.01% 10,900
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $114,576 0.01% 10,881
Large WCM INVESTMENT MANAGEMENT, LLC $105,542 0.01% 10,023
Micro CAZ INVESTMENTS LP $78,975 0.01% 7,500
Large LOS ANGELES CAPITAL MANAGEMENT LLC $70,214 0.01% 6,668
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $61,568 0.01% 5,847
Micro MRP Capital Investments, LLC $52,650 0.01% 5,000
Mid Ancora Advisors LLC $47,205 0.00% 4,483
Mega DEUTSCHE BANK AG\ Bank $46,100 0.00% 4,378
Mid IFP Advisors, Inc $32,242 0.00% 3,062
Mega JPMORGAN CHASE & CO $26,556 0.00% 2,522
Mid EverSource Wealth Advisors, LLC $23,964 0.00% 2,276
Mega CITIGROUP INC $20,312 0.00% 1,929
Small Center for Financial Planning, Inc. $15,826 0.00% 1,503
Large OSAIC HOLDINGS, INC. $14,383 0.00% 1,366
Large GW&K Investment Management, LLC $10,793 0.00% 1,025
Mid Geneos Wealth Management Inc. $10,530 0.00% 1,000
Mid Tower Research Capital LLC (TRC) $5,507 0.00% 523
Mid Farther Finance Advisors, LLC $5,349 0.00% 508
Large JONES FINANCIAL COMPANIES LLLP $5,265 0.00% 500
Mid SIMPLEX TRADING, LLC $3,474 0.00% 330
Large CWM, LLC $3,316 0.00% 315
Mega BNP PARIBAS ARBITRAGE, SA $2,706 0.00% 257
Mid Atlantic Union Bankshares Corp $1,579 0.00% 150
Micro Bare Financial Services, Inc $1,579 0.00% 150
Mid Allworth Financial LP $1,242 0.00% 118
Mega WELLS FARGO & COMPANY/MN $1,063 0.00% 101
Mid SIGNATUREFD, LLC $1,010 0.00% 96
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