Hagerty Inc. Class AHGTY
13F holders, Q2 2024 (June 30)74holders −2
11new positions
12sold out
5famous investors
$10.40avg. 13F price*
At the end of Q2 2024, 74 institutions reported holding Hagerty Inc. Class A (HGTY) in their 13F filings, down 2 from Q1 2024. 11 opened new positions and 12 sold out. The largest holders were State Farm Mutual Automobile Insurance Co. ($520.0M), Polar Capital Holdings Plc ($52.0M) and Neuberger Berman Group LLC ($42.8M). 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 Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.7M |
| Exits | 12 | $1.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,819,385 shares bought and 406,159 shares sold, net +1,413,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| State Farm Mutual Automobile Insurance Co. | 0.47% | No change | 50,000,000 | $520.0M |
| Polar Capital Holdings Plc | 0.31% | No change | 5,000,000 | $52.0M |
| Neuberger Berman Group LLC | 0.04% | Add +18.0% | 4,114,737 | $42.8M |
| Markel Group | 0.31% | No change | 3,000,000 | $31.2M |
| Vanguard Group Inc. | 0.00% | Add +40.0% | 2,839,661 | $29.5M |
| Greenhaven Road Investment Management, L.P. | 5.97% | No change | 1,179,302 | $12.3M |
| Fenimore Asset Management Inc | 0.22% | Add +0.6% | 956,676 | $9.9M |
| Royce & Associates LP | 0.05% | No change | 525,000 | $5.5M |
| BlackRock Inc. | 0.00% | Reduce -0.3% | 456,355 | $4.7M |
| Lincoln Capital LLC | 1.00% | Add +2.5% | 430,944 | $4.5M |
| Confluence Investment Management LLC | 0.05% | Reduce -4.4% | 362,936 | $3.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.8% | 256,720 | $2.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.9% | 132,775 | $1.4M |
| State Street Corp. | 0.00% | Reduce -0.0% | 127,125 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Add +52.7% | 116,202 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 115,531 | $1.2M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.18% | No change | 103,300 | $1.1M |
| Garde Capital, Inc. | 0.07% | No change | 100,000 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +47.4% | 98,100 | $1.0M |
| Renaissance Technologies | 0.00% | Reduce -5.4% | 84,196 | $876K |
| Two Sigma Advisers, LP | 0.00% | Add +46.1% | 82,400 | $857K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +219.1% | 66,553 | $692K |
| Redmond Asset Management, LLC | 0.21% | Reduce -8.5% | 61,446 | $639K |
| Janus Henderson Group PLC | 0.00% | Reduce -5.7% | 58,514 | $609K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +56.1% | 57,823 | $601K |
| Morgan Stanley | 0.00% | Reduce -63.8% | 51,128 | $532K |
| 17 Capital Partners, LLC | 0.37% | No change | 50,000 | $520K |
| Swiss National Bank | 0.00% | No change | 50,000 | $520K |
| Citadel Advisors | 0.00% | Reduce -28.7% | 34,726 | $361K |
| Goldman Sachs Group Inc. | 0.00% | Add +57.2% | 32,589 | $339K |
| Vident Advisory, LLC | 0.01% | Add +71.0% | 32,527 | $338K |
| Raymond James & Associates | 0.00% | New | 32,500 | $338K |
| Ameriprise Financial Inc. | 0.00% | New | 31,750 | $330K |
| Royal Bank of Canada | 0.00% | Add +0.8% | 29,473 | $306K |
| D. E. Shaw & Co. | 0.00% | Add +0.1% | 27,040 | $281K |
| HSBC Holdings PLC | 0.00% | Add +0.0% | 27,198 | $281K |
| Barclays PLC | 0.00% | Reduce -20.0% | 25,743 | $268K |
| Meixler Investment Management, Ltd. | 0.20% | Add +2.9% | 25,025 | $260K |
| Goldstone Financial Group, LLC | 0.05% | No change | 23,197 | $241K |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 22,860 | $238K |
| Millennium Management | 0.00% | Reduce -80.8% | 21,862 | $227K |
| UBS Group AG | 0.00% | Reduce -8.8% | 20,805 | $216K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +35.5% | 20,403 | $212K |
| Jane Street Group, LLC | 0.00% | New | 17,875 | $186K |
| NewEdge Advisors, LLC | 0.00% | No change | 16,182 | $168K |
| Legal & General Group Plc | 0.00% | No change | 15,626 | $163K |
| Virtu Financial LLC | 0.01% | New | 15,534 | $162K |
| MeadowBrook Investment Advisors LLC | 0.15% | Reduce -0.9% | 15,380 | $160K |
| Caz Investments LP | 0.23% | No change | 15,000 | $156K |
| Dimensional Fund Advisors LP | 0.00% | New | 13,353 | $139K |
| Trexquant Investment LP | 0.00% | New | 10,656 | $111K |
| Occudo Quantitative Strategies LP | 0.02% | New | 10,554 | $110K |
| Algert Global LLC | 0.00% | New | 10,401 | $108K |
| Susquehanna International Group, LLP | 0.00% | New | 10,396 | $108K |
| Comerica Bank | 0.00% | No change | 10,282 | $107K |
| Painted Porch Advisors LLC | 0.05% | New | 8,341 | $87K |
| Bank of America Corp. | 0.00% | Reduce -27.0% | 7,413 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +20.2% | 5,942 | $62K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,847 | $61K |
| Blue Trust, Inc. | 0.00% | New | 3,784 | $35K |
| Huntington National Bank | 0.00% | No change | 3,102 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -11.3% | 2,887 | $30K |
| Center for Financial Planning, Inc. | 0.00% | Add +0.2% | 1,278 | $13K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,025 | $11K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1367.7% | 910 | $10K |
| Balefire, LLC | 0.00% | Add +24.8% | 896 | $9K |
| Deutsche Bank AG | 0.00% | Reduce -85.5% | 889 | $9K |
| Catalyst Funds Management Pty Ltd | 0.00% | Reduce -25.0% | 600 | $6K |
| Wells Fargo & Company | 0.00% | Reduce -31.6% | 400 | $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% | No change | 150 | $2K |
| FMR LLC | 0.00% | Add +13.0% | 26 | $270 |
"% of holder's portfolio" is HGTY's weight in each manager's 13F, not the share of Hagerty Inc. Class A the manager owns.