Institutional Ownership Hagerty, Inc. (HGTY)
This table provides information about the institutional ownership of Hagerty, Inc. (HGTY). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 89.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Nov 12, 2025 Q3 2025 |
51,800,000
shares
|
$709 Million
0.52% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
8,047,786
shares
|
$110 Million
0.07% of portfolio
|
Q3 2025
Added 44.81%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
5,817,416
shares
|
$79.6 Million
0.38% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
5,215,795
shares
|
$71.4 Million
0.04% of portfolio
|
Q3 2025
Added 9491.38%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
3,456,174
shares
|
$47.3 Million
0.0% of portfolio
|
Q3 2025
Added 32.28%
|
|
|
Tom Gayner
Markel Corp
|
Oct 31, 2025 Q3 2025 |
3,108,000
shares
|
$42.5 Million
0.34% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Greenhaven Road Investment Management, L.P.
Greenwich, CT |
Dec 01, 2025 Q3 2025 |
2,664,784
shares
|
$36.5 Million
4.95% of portfolio
|
Q3 2025
Added 47.1%
|
|
|
Pembroke Management, LTD
|
Oct 28, 2025 Q3 2025 |
2,261,203
shares
|
$31 Million
2.71% of portfolio
|
Q3 2025
Added 127.61%
|
|
|
Lincoln Capital LLC
|
Nov 05, 2025 Q3 2025 |
787,387
shares
|
$10.8 Million
1.85% of portfolio
|
Q3 2025
Added 29.65%
|
|
|
Royce & Associates LP
|
Nov 12, 2025 Q3 2025 |
525,000
shares
|
$7.19 Million
0.07% of portfolio
|
Q1 2024
Added 5.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
456,355
shares
|
$6.25 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
402,086
shares
|
$5.5 Million
0.0% of portfolio
|
Q3 2025
Added 57.91%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Nov 12, 2025 Q3 2025 |
325,065
shares
|
$4.45 Million
1.75% of portfolio
|
Q3 2025
Added 35.28%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
281,825
shares
|
$3.86 Million
1.39% of portfolio
|
Q3 2025
New holding
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
277,315
shares
|
$3.8 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
252,535
shares
|
$3.46 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
231,267
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2025
Added 208.47%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
216,186
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Added 80.62%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
216,077
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Added 58.76%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
200,329
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 44.9%
|
|
|
Gillson Capital LP
Chicago, IL |
Nov 14, 2025 Q3 2025 |
175,000
shares
|
$2.4 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
170,000
shares
|
$2.33 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
160,616
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
120,747
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Added 26.07%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
117,968
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.22%
|
|