Hagerty Inc. Class AHGTY
13F holders, Q1 2024 (March 31)76holders
5famous investors
$9.15avg. 13F price*
At the end of Q1 2024, 76 institutions reported holding Hagerty Inc. Class A (HGTY) in their 13F filings. The largest holders were State Farm Mutual Automobile Insurance Co. ($457.5M), Polar Capital Holdings Plc ($45.8M) and Neuberger Berman Group LLC ($31.9M). 5 famous investors held it, including Tom Gayner (0.3% of Markel Group's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Hagerty Inc. Class A
- CUSIP
- 405166109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $859K |
| Exits | 8 | $676K |
Ownership 76 holders
| State Farm Mutual Automobile Insurance Co. | 0.41% | No change | 50,000,000 | $457.5M |
| Polar Capital Holdings Plc | 0.24% | Add +1.5% | 5,000,000 | $45.8M |
| Neuberger Berman Group LLC | 0.03% | Add +3.4% | 3,486,048 | $31.9M |
| Markel Group | 0.27% | No change | 3,000,000 | $27.4M |
| Vanguard Group Inc. | 0.00% | Add +1.1% | 2,028,292 | $18.6M |
| Greenhaven Road Investment Management, L.P. | 4.75% | Add +13.0% | 1,179,302 | $10.8M |
| Fenimore Asset Management Inc | 0.18% | Add +0.6% | 950,766 | $8.7M |
| Royce & Associates LP | 0.04% | Add +5.0% | 525,000 | $4.8M |
| BlackRock Inc. | 0.00% | Reduce -0.5% | 457,829 | $4.2M |
| Lincoln Capital LLC | 0.86% | Add +27.9% | 420,545 | $3.8M |
| Confluence Investment Management LLC | 0.05% | Reduce -7.2% | 379,551 | $3.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 269,644 | $2.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.6% | 145,793 | $1.3M |
| Morgan Stanley | 0.00% | Add +9.1% | 141,360 | $1.3M |
| State Street Corp. | 0.00% | Reduce -3.2% | 127,148 | $1.2M |
| LPL Financial LLC | 0.00% | Add +8.3% | 117,131 | $1.1M |
| Millennium Management | 0.00% | Reduce -23.4% | 113,730 | $1.0M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.16% | No change | 103,300 | $945K |
| Garde Capital, Inc. | 0.06% | No change | 100,000 | $915K |
| Renaissance Technologies | 0.00% | Add +40.6% | 89,000 | $814K |
| Two Sigma Investments, LP | 0.00% | Add +143.1% | 76,119 | $696K |
| Redmond Asset Management, LLC | 0.20% | Reduce -3.1% | 67,141 | $614K |
| Northern Trust Corp. | 0.00% | Reduce -6.6% | 66,561 | $609K |
| Janus Henderson Group PLC | 0.00% | Reduce -7.1% | 62,079 | $568K |
| Two Sigma Advisers, LP | 0.00% | New | 56,400 | $516K |
| 17 Capital Partners, LLC | 0.34% | No change | 50,000 | $458K |
| Swiss National Bank | 0.00% | No change | 50,000 | $458K |
| Citadel Advisors | 0.00% | Add +8.4% | 48,714 | $446K |
| Marshall Wace, LLP | 0.00% | Reduce -26.0% | 40,035 | $366K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | No change | 37,050 | $339K |
| Barclays PLC | 0.00% | Add +0.1% | 32,167 | $294K |
| Royal Bank of Canada | 0.00% | Add +2126.3% | 29,231 | $267K |
| HSBC Holdings PLC | 0.00% | No change | 27,196 | $249K |
| D. E. Shaw & Co. | 0.00% | Add +98.2% | 27,012 | $247K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.5% | 25,735 | $235K |
| Credit Suisse AG/ | 0.00% | No change | 25,080 | $229K |
| Meixler Investment Management, Ltd. | 0.17% | Add +21.2% | 24,325 | $223K |
| Goldstone Financial Group, LLC | 0.05% | Add +66.3% | 23,197 | $212K |
| UBS Group AG | 0.00% | Reduce -12.3% | 22,824 | $209K |
| California State Teachers Retirement System | 0.00% | Add +1.7% | 22,786 | $208K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 20,855 | $191K |
| Goldman Sachs Group Inc. | 0.00% | Add +1.2% | 20,727 | $190K |
| Group One Trading LLC | 0.01% | No change | 20,000 | $183K |
| Vident Advisory, LLC | 0.00% | Add +15.3% | 19,024 | $174K |
| NewEdge Advisors, LLC | 0.00% | No change | 16,182 | $148K |
| Legal & General Group Plc | 0.00% | No change | 15,626 | $143K |
| MeadowBrook Investment Advisors LLC | 0.13% | Reduce -8.3% | 15,520 | $142K |
| Squarepoint Ops LLC | 0.00% | Reduce -59.9% | 15,365 | $141K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 15,063 | $138K |
| Caz Investments LP | 0.27% | No change | 15,000 | $137K |
| Two Sigma Securities, LLC | 0.00% | New | 10,934 | $100K |
| Gsa Capital Partners LLP | 0.01% | Reduce -54.4% | 10,610 | $97K |
| Comerica Bank | 0.00% | Add +6.2% | 10,282 | $94K |
| Bank of America Corp. | 0.00% | Reduce -29.3% | 10,159 | $93K |
| Citigroup Inc. | 0.00% | New | 6,966 | $64K |
| Deutsche Bank AG | 0.00% | Add +30.4% | 6,142 | $56K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,847 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.5% | 4,944 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 3,256 | $30K |
| Huntington National Bank | 0.00% | No change | 3,102 | $28K |
| Simplex Trading, LLC | 0.00% | Add +546.8% | 1,397 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,275 | $12K |
| CoreCap Advisors, LLC | 0.00% | New | 1,000 | $9K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $9K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,025 | $9K |
| Catalyst Funds Management Pty Ltd | 0.00% | — | 800 | $7K |
| Balefire, LLC | 0.00% | Add +65.4% | 718 | $7K |
| Wells Fargo & Company | 0.00% | Reduce -63.8% | 585 | $5K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.7% | 425 | $4K |
| Centerpoint Advisors, LLC | 0.00% | No change | 175 | $2K |
| Compass Wealth Management LLC | 0.00% | No change | 165 | $2K |
| Sandy Spring Bank | 0.00% | New | 150 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 62 | $555 |
| FMR LLC | 0.00% | Reduce -98.3% | 23 | $210 |
| Macquarie Group Ltd. | 0.00% | New | 533 | $5 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 17 | $0 |
"% of holder's portfolio" is HGTY's weight in each manager's 13F, not the share of Hagerty Inc. Class A the manager owns.