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 |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
18,732
shares
|
$256,441
0.03% of portfolio
|
Q2 2024
Added 23.84%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
18,638
shares
|
$255,154
0.09% of portfolio
|
Q3 2024
Added 123.45%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,571
shares
|
$254,236
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
18,480
shares
|
$252,991
0.0% of portfolio
|
Q3 2025
Added 33.78%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
14,933
shares
|
$204,432
0.0% of portfolio
|
Q2 2025
Reduced 71.59%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Oct 28, 2025 Q3 2025 |
14,790
shares
|
$202,475
0.15% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
13,227
shares
|
$181,077
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
13,027
shares
|
$178,339
0.0% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,910
shares
|
$176,737
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
11,713
shares
|
$160,350
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
10,500
shares
|
$143,745
0.0% of portfolio
|
Q2 2025
Added 228.13%
|
|
|
Caz Investments LP
Houston, TX |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$136,900
0.28% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$136,900
0.0% of portfolio
|
Q3 2025
Added 23.46%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 12, 2025 Q3 2025 |
9,344
shares
|
$127,919
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
5,847
shares
|
$80,045
0.0% of portfolio
|
Q2 2025
Reduced 63.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,649
shares
|
$77,334
0.0% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
4,483
shares
|
$61,372
0.0% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
4,378
shares
|
$59,934
0.0% of portfolio
|
Q2 2025
Added 390.26%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,102
shares
|
$42,466
0.0% of portfolio
|
Q2 2022
Reduced 29.21%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,050
shares
|
$41,754
0.0% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,424
shares
|
$33,184
0.0% of portfolio
|
Q3 2025
Reduced 92.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,458
shares
|
$19,960
0.0% of portfolio
|
Q3 2025
Added 51.72%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,300
shares
|
$17,797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,140
shares
|
$15,606
0.0% of portfolio
|
Q3 2025
Reduced 86.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,127
shares
|
$15,428
0.0% of portfolio
|
Q3 2025
New holding
|
|