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 |
|---|---|---|---|---|---|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,025
shares
|
$14,032
0.0% of portfolio
|
Q4 2023
Added 24.24%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$13,690
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
882
shares
|
$12,074
0.0% of portfolio
|
Q3 2025
Reduced 71.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
714
shares
|
$9,774
0.0% of portfolio
|
Q3 2025
Reduced 96.87%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
700
shares
|
$9,583
0.0% of portfolio
|
Q3 2025
Added 75.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
206
shares
|
$2,820
0.0% of portfolio
|
Q3 2025
Added 288.68%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
175
shares
|
$2,395
0.0% of portfolio
|
Q3 2025
Added 136.49%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
150
shares
|
$2,053
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
150
shares
|
$2,053
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
131
shares
|
$1,793
0.0% of portfolio
|
Q3 2025
Reduced 80.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
105
shares
|
$1,437
0.0% of portfolio
|
Q2 2025
Reduced 90.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
100
shares
|
$1,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
100
shares
|
$1,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
50
shares
|
$684
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
34
shares
|
$465
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
30
shares
|
$410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
28
shares
|
$383
0.0% of portfolio
|
Q3 2025
Added 180.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
7
shares
|
$95
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
3
shares
|
$41
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
3
shares
|
$41
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
3
shares
|
$41
0.0% of portfolio
|
Q2 2025
Reduced 99.77%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
2
shares
|
$27
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
2
shares
|
$27
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1
shares
|
$13
0.0% of portfolio
|
Q3 2025
New holding
|
|