HGTY · Hagerty, Inc.

$13.23 +0.00 (+0.00%)

Market Cap

$4.53B

343.62M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 128

Total Value: $1,099,737,445

Total Shares: 92,259,859

Showing 1–100 of 130 holdings by value · page 1 of 2

Institutional Ownership Trend

19 quarters

Superinvestors Holding HGTY

All superinvestors →

Thomas Gayner $37,047,360

Holder Concentration

Across 128 13F filers · Δ vs Mar 31, 2026

Top Holder

56.1%

−0.9 pts

Top 5

82.9%

+0.0 pts

Top 10

91.7%

−0.6 pts

HHI

3,375

Highly concentrated−91

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +10

Institutional value: +15.1%

Shares held: +1.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega NEUBERGER BERMAN GROUP LLC	+807,137	9,528,505
Mega T. Rowe Price Investment Management, Inc.	+448,501	6,088,981
Large BROWN ADVISORY INC	+109,000	218,000
Mega DIMENSIONAL FUND ADVISORS LP	+103,269	374,615
Mid Gillson Capital LP	+74,937	276,949

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Small Greenhaven Road Investment Management, L.P.	−504,548	1,865,430
Mega UBS Group AG	−140,367	205,591
Large RENAISSANCE TECHNOLOGIES LLC	−84,400	73,268
Large Woodline Partners LP	−47,626	212,918
Large Connor, Clark & Lunn Investment Management Ltd.	−46,907	69,127

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mega FIRST TRUST ADVISORS LP	335,852	$4,003,355
Small Garner Asset Management Corp	172,825	$2,060,074
Mid OPPENHEIMER & CO INC	89,417	$1,065,850
Mega BANK OF AMERICA CORP /DE/	24,020	$286,318
Mid Waverly Advisors, LLC	15,045	$179,336

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small JT Stratford LLC	38,112	$401,319
Small Yorktown Management & Research Co Inc	20,100	$211,653
Mega JANUS HENDERSON GROUP PLC	14,933	$157,244
Large LOS ANGELES CAPITAL MANAGEMENT LLC	6,668	$70,214
Large CWM, LLC	315	$3,316

Filter: New 21 Increased 45 Reduced 34 Sold out 11 Unchanged 28

Showing 100 of 130

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

$617,456,000

56.15%

51,800,000

NEUBERGER BERMAN GROUP LLC

$113,579,779

10.33%

9,528,505

T. Rowe Price Investment Management, Inc.

$72,580,653

6.60%

6,088,981

Polar Capital Holdings Plc

$71,520,000

6.50%

6,000,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Polar Capital LLP	6,000,000	$71,520,000	100.0%	Defined

Markel Group Inc.

$37,047,360

3.37%

3,108,000

VANGUARD CAPITAL MANAGEMENT LLC

$22,987,624

2.09%

1,928,492

Greenhaven Road Investment Management, L.P.

$22,235,925

2.02%

1,865,430

Pembroke Management, LTD

$20,298,877

1.85%

1,702,926

VANGUARD PORTFOLIO MANAGEMENT LLC

$19,671,921

1.79%

1,650,329

Lincoln Capital LLC

$11,605,919

1.06%

973,651

BlackRock, Inc.

$8,564,325

0.78%

718,484

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	13,647	$162,672	1.9%	Sole
BlackRock Fund Advisors	46,191	$550,596	6.4%	Sole
BlackRock Institutional Trust Company, N.A.	617,613	$7,361,946	86.0%	Sole
BlackRock Fund Managers Ltd.	7,017	$83,642	1.0%	Sole
BlackRock Asset Management Ireland Ltd	6,722	$80,126	0.9%	Sole
BlackRock Asset Management Schweiz AG	5,740	$68,420	0.8%	Sole
Aperio Group, LLC	21,512	$256,423	3.0%	Sole
SpiderRock Advisors, LLC	42	$500	0.0%	Sole

ROYCE & ASSOCIATES LP

$6,258,000

0.57%

525,000

GEODE CAPITAL MANAGEMENT, LLC

$5,326,916

0.48%

446,889

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	83,169	$991,374	18.6%	Defined
Held directly	363,720	$4,335,542	81.4%	Defined

DIMENSIONAL FUND ADVISORS LP

$4,465,410

0.41%

374,615

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	4,584	$54,641	1.2%	Defined
DFA Australia Ltd.	18,486	$220,353	4.9%	Defined
Dimensional Ireland Ltd	37,336	$445,045	10.0%	Defined
Held directly	314,209	$3,745,371	83.9%	Sole

FIRST TRUST ADVISORS LP

$4,003,355

0.36%

335,852

SCHOLTZ & COMPANY, LLC

$3,676,187

0.33%

308,405

MORGAN STANLEY

$3,661,176

0.33%

307,146

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	856	$10,203	0.3%	Defined
MORGAN STANLEY & CO. LLC	234	$2,789	0.1%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	112,515	$1,341,178	36.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	20,589	$245,420	6.7%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	172,952	$2,061,586	56.3%	Defined

Gillson Capital LP

$3,301,232

0.30%

276,949

STATE STREET CORP

$3,151,159

0.29%

264,359

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	264,359	$3,151,159	100.0%	Defined

VANGUARD FIDUCIARY TRUST CO

$2,847,461

0.26%

238,881

BROWN ADVISORY INC

$2,598,560

0.24%

218,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Brown Advisory LLC	218,000	$2,598,560	100.0%	Defined

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$2,550,248

0.23%

213,947

Woodline Partners LP

$2,537,982

0.23%

212,918

UBS Group AG

$2,450,644

0.22%

205,591

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	100,194	$1,194,312	48.7%	Defined
UBS AG	102,085	$1,216,853	49.7%	Defined
UBS Switzerland AG	3,312	$39,479	1.6%	Defined

Garner Asset Management Corp

$2,060,074

0.19%

172,825

OXFORD FINANCIAL GROUP, LTD. LLC

$2,026,400

0.18%

170,000

LPL Financial LLC

$1,817,811

0.17%

152,501

National Philanthropic Trust

$1,788,000

0.16%

150,000

RAYMOND JAMES FINANCIAL INC

$1,624,874

0.15%

136,315

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	30,900	$368,328	22.7%	Defined
Raymond James Financial Services Advisors, Inc.	105,415	$1,256,546	77.3%	Defined

CONFLUENCE INVESTMENT MANAGEMENT LLC

$1,574,095

0.14%

132,055

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 2	2,305	$27,475	1.7%	Defined
Held directly	129,750	$1,546,620	98.3%	Sole

PALISADE CAPITAL MANAGEMENT, LP

$1,414,391

0.13%

118,657

NORTHERN TRUST CORP

$1,307,885

0.12%

109,722

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	92,263	$1,099,774	84.1%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	17,459	$208,111	15.9%	Defined

GABELLI & Co INVESTMENT ADVISERS, INC.

$1,231,336

0.11%

103,300

TD Asset Management Inc

$1,194,193

0.11%

100,184

OPPENHEIMER & CO INC

$1,065,850

0.10%

89,417

Swiss National Bank

$966,235

0.09%

81,060

RENAISSANCE TECHNOLOGIES LLC

$873,354

0.08%

73,268

TWO SIGMA INVESTMENTS, LP

$853,591

0.08%

71,610

Connor, Clark & Lunn Investment Management Ltd.

$823,993

0.07%

69,127

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	33,275	$396,638	48.1%	Sole
Held directly	35,852	$427,355	51.9%	Sole

Bristlecone Value Partners, LLC

$716,308

0.07%

60,093

17 CAPITAL PARTNERS, LLC

$652,798

0.06%

54,765

CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM

$651,571

0.06%

54,662

GOLDMAN SACHS GROUP INC

$618,755

0.06%

51,909

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	17,372	$207,074	33.5%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	34,537	$411,681	66.5%	Defined

Trexquant Investment LP

$609,851

0.06%

51,162

D. E. Shaw & Co., Inc.

$573,697

0.05%

48,129

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	48,129	$573,697	100.0%	Defined

AMERICAN CENTURY COMPANIES INC

$552,670

0.05%

46,365

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	46,365	$552,670	100.0%	Defined

BANK OF MONTREAL /CAN/

$552,277

0.05%

46,332

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS INC.	46,332	$552,277	100.0%	Defined

E. Ohman J:or Asset Management AB

$549,583

0.05%

46,106

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$522,906

0.05%

43,868

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Asset Management Switzerland AG	43,868	$522,906	100.0%	Sole

Vident Advisory, LLC

$510,354

0.05%

42,815

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Blue Trust, Inc.	42,815	$510,354	100.0%	Defined

Bank of New York Mellon Corp

$464,927

0.04%

39,004

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	34,893	$415,924	89.5%	Defined
The Bank of New York Mellon	4,111	$49,003	10.5%	Defined

Schonfeld Strategic Advisors LLC

$447,739

0.04%

37,562

AQR CAPITAL MANAGEMENT LLC

$434,053

0.04%

36,414

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
KEB ASSET MANAGEMENT, LLC	8	$95	0.0%	Other
Compound Planning, Inc.	8	$95	0.0%	Other
Arax Advisory Partners	333	$3,969	0.9%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	174	$2,074	0.5%	Other
Held directly	35,891	$427,820	98.6%	Defined

CITADEL ADVISORS LLC

$385,457

0.04%

32,337

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	32,337	$385,457	100.0%	Defined

VANGUARD ASSET MANAGEMENT, Ltd

$364,012

0.03%

30,538

ROYAL BANK OF CANADA

$328,537

0.03%

27,562

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	14,066	$167,666	51.0%	Defined
RBC Dominion Securities Inc.	33	$393	0.1%	Defined
RBC Trust Co (Delaware) Ltd	13,400	$159,728	48.6%	Defined
Held directly	63	$750	0.2%	Sole

Dockside LLC

$309,502

0.03%

25,965

BARCLAYS PLC

$305,318

0.03%

25,614

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	25,310	$301,695	98.8%	Defined
BARCLAYS CAPITAL INC.	304	$3,623	1.2%	Defined

Meixler Investment Management, Ltd.

$304,258

0.03%

25,525

Legal & General Group Plc

$304,197

0.03%

25,520

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management Ltd joint	25,520	$304,197	100.0%	Defined

BANK OF AMERICA CORP /DE/

$286,318

0.03%

24,020

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	24,020	$286,318	100.0%	Defined

CANADA PENSION PLAN INVESTMENT BOARD

$267,008

0.02%

22,400

CITADEL ADVISORS LLC

$262,240

0.02%

22,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	22,000	$262,240	100.0%	Defined

HSBC HOLDINGS PLC

$257,972

0.02%

21,642

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
HSBC BANK PLC	21,642	$257,972	100.0%	Defined

Painted Porch Advisors LLC

$222,164

0.02%

18,638

CITADEL ADVISORS LLC

$209,792

0.02%

17,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	17,600	$209,792	100.0%	Defined

KLP KAPITALFORVALTNING AS

$201,448

0.02%

16,900

XTX Topco Ltd

$191,196

0.02%

16,040

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	16,040	$191,196	100.0%	Defined

Zurcher Kantonalbank (Zurich Cantonalbank)

$183,115

0.02%

15,362

Vanguard Global Advisers, LLC

$181,970

0.02%

15,266

Waverly Advisors, LLC

$179,336

0.02%

15,045

Jupiter Topco LLC

$178,001

0.02%

14,933

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JANUS HENDERSON INVESTORS UK Ltd	14,933	$178,001	100.0%	Defined

Sequoia Financial Advisors, LLC

$169,824

0.02%

14,247

MILLENNIUM MANAGEMENT LLC

$169,049

0.02%

14,182

Steward Partners Investment Advisory, LLC

$160,133

0.01%

13,434

Vanguard Investments Australia, Ltd.

$158,261

0.01%

13,277

R Squared Ltd

$150,609

0.01%

12,635

VICTORY CAPITAL MANAGEMENT INC

$134,934

0.01%

11,320

ARIZONA STATE RETIREMENT SYSTEM

$132,967

0.01%

11,155

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$129,260

0.01%

10,844

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MANULIFE FINANCIAL CORP joint	10,844	$129,260	100.0%	Defined

JANE STREET GROUP, LLC

$126,352

0.01%

10,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	10,600	$126,352	100.0%	Defined

WCM INVESTMENT MANAGEMENT, LLC

$119,474

0.01%

10,023

CAZ INVESTMENTS LP

$89,400

0.01%

7,500

Integrated Wealth Concepts LLC

$62,532

0.01%

5,246

IFP Advisors, Inc

$36,415

0.00%

3,055

MRP Capital Investments, LLC

$35,760

0.00%

3,000

Ancora Advisors LLC

$28,095

0.00%

2,357

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ANCORA PRIVATE WEALTH ADVISORS, LLC	2,357	$28,095	100.0%	Sole

SIMPLEX TRADING, LLC

$24,543

0.00%

2,059

WELLS FARGO & COMPANY/MN

$19,215

0.00%

1,612

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	1,512	$18,023	93.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	100	$1,192	6.2%	Defined

DEUTSCHE BANK AG\

$18,726

0.00%

1,571

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	1,571	$18,726	100.0%	Defined

Center for Financial Planning, Inc.

$17,915

0.00%

1,503

JONES FINANCIAL COMPANIES LLLP

$17,820

0.00%

1,495

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,495	$17,820	100.0%	Sole

CITIGROUP INC

$17,534

0.00%

1,471

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	1,471	$17,534	100.0%	Defined

EverSource Wealth Advisors, LLC

$17,450

0.00%

1,464

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	1,424	$16,974	97.3%	Sole
Held directly	40	$476	2.7%	Sole

TRUST CO OF VERMONT

$15,496

0.00%

1,300

GW&K Investment Management, LLC

$12,218

0.00%

1,025

Geneos Wealth Management Inc.

$11,920

0.00%

1,000

Covestor Ltd

$10,501

0.00%

881

FMR LLC

$9,988

0.00%

838

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	838	$9,988	100.0%	Defined

JPMORGAN CHASE & CO

$8,820

0.00%

740

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	700	$8,344	94.6%	Defined
J.P. Morgan Securities plc	40	$476	5.4%	Defined

Key facts CIK 1840776 CUSIP 405166109 13F (30d) 104 filings 104 filers Visit website Investor relations