Hagerty Inc. Class AHGTY
13F holders, Q3 2024 (September 30)79holders +5
11new positions
7sold out
5famous investors
$10.17avg. 13F price*
At the end of Q3 2024, 79 institutions reported holding Hagerty Inc. Class A (HGTY) in their 13F filings, up 5 from Q2 2024. 11 opened new positions and 7 sold out. The largest holders were State Farm Mutual Automobile Insurance Co. ($526.8M), Polar Capital Holdings Plc ($50.9M) and Neuberger Berman Group LLC ($43.1M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $1.1M |
| Exits | 7 | $1.5M |
All 13F filers, Q2 2024 → Q3 2024: 3,017,634 shares bought and 192,140 shares sold, net +2,825,494 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| State Farm Mutual Automobile Insurance Co. | 0.46% | Add +3.6% | 51,800,000 | $526.8M |
| Polar Capital Holdings Plc | 0.24% | No change | 5,000,000 | $50.9M |
| Neuberger Berman Group LLC | 0.03% | Add +3.1% | 4,241,872 | $43.1M |
| Markel Group | 0.27% | No change | 3,000,000 | $30.5M |
| Vanguard Group Inc. | 0.00% | Add +0.9% | 2,865,301 | $29.1M |
| Greenhaven Road Investment Management, L.P. | 6.53% | Add +27.9% | 1,508,448 | $15.3M |
| Fenimore Asset Management Inc | 0.20% | Reduce -0.1% | 955,376 | $9.7M |
| Royce & Associates LP | 0.05% | No change | 525,000 | $5.3M |
| Lincoln Capital LLC | 1.00% | Add +7.5% | 463,427 | $4.7M |
| BlackRock, Inc. | 0.00% | — | 457,792 | $4.7M |
| Confluence Investment Management LLC | 0.05% | Reduce -3.0% | 351,930 | $3.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.6% | 247,449 | $2.5M |
| Renaissance Technologies | 0.00% | Add +89.3% | 159,396 | $1.6M |
| Two Sigma Advisers, LP | 0.00% | Add +68.6% | 138,900 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.8% | 131,779 | $1.3M |
| State Street Corp. | 0.00% | Reduce -0.0% | 127,116 | $1.3M |
| Citadel Advisors | 0.00% | Add +265.1% | 126,794 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Add +4.8% | 121,795 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 115,298 | $1.2M |
| Millennium Management | 0.00% | Add +415.2% | 112,626 | $1.1M |
| Garde Capital, Inc. | 0.07% | No change | 100,000 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +376.1% | 97,143 | $988K |
| Northern Trust Corp. | 0.00% | Reduce -4.9% | 93,307 | $949K |
| Vident Advisory, LLC | 0.02% | Add +118.8% | 71,165 | $724K |
| Morgan Stanley | 0.00% | Add +30.5% | 66,732 | $679K |
| Redmond Asset Management, LLC | 0.19% | Reduce -2.4% | 59,946 | $610K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -10.4% | 59,630 | $606K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.1% | 57,752 | $587K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.6% | 57,569 | $585K |
| 17 Capital Partners, LLC | 0.36% | Add +10.0% | 55,000 | $559K |
| Swiss National Bank | 0.00% | No change | 50,000 | $509K |
| Trexquant Investment LP | 0.01% | Add +355.3% | 48,515 | $493K |
| D. E. Shaw & Co. | 0.00% | Add +54.4% | 41,758 | $425K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 40,632 | $413K |
| Goldman Sachs Group Inc. | 0.00% | Add +24.1% | 40,456 | $411K |
| Raymond James & Associates | 0.00% | Reduce -0.6% | 32,300 | $328K |
| Ameriprise Financial Inc. | 0.00% | No change | 31,750 | $323K |
| Barclays PLC | 0.00% | Add +23.0% | 31,675 | $322K |
| Royal Bank of Canada | 0.00% | Add +5.1% | 30,977 | $315K |
| Meixler Investment Management, Ltd. | 0.21% | Add +9.7% | 27,455 | $279K |
| UBS Group AG | 0.00% | Add +29.2% | 26,888 | $273K |
| HSBC Holdings PLC | 0.00% | Reduce -1.6% | 26,755 | $273K |
| Caz Investments LP | 0.24% | Add +66.7% | 25,000 | $258K |
| Goldstone Financial Group, LLC | 0.04% | No change | 23,197 | $236K |
| California State Teachers Retirement System | 0.00% | Reduce -1.8% | 22,441 | $228K |
| Susquehanna International Group, LLP | 0.00% | Add +114.1% | 22,262 | $226K |
| Dimensional Fund Advisors LP | 0.00% | Add +42.8% | 19,067 | $194K |
| Painted Porch Advisors LLC | 0.10% | Add +123.5% | 18,638 | $190K |
| Lakewood Asset Management LLC | 0.13% | New | 18,243 | $186K |
| PDT Partners, LLC | 0.02% | New | 18,165 | $185K |
| Algert Global LLC | 0.00% | Add +71.9% | 17,876 | $182K |
| NewEdge Advisors, LLC | 0.00% | No change | 16,182 | $165K |
| Corton Capital Inc. | 0.08% | New | 16,126 | $164K |
| Legal & General Group Plc | 0.00% | No change | 15,626 | $159K |
| MeadowBrook Investment Advisors LLC | 0.14% | Reduce -0.8% | 15,260 | $155K |
| Blue Trust, Inc. | 0.00% | Add +178.6% | 10,542 | $110K |
| Comerica Bank | 0.00% | No change | 10,282 | $105K |
| Globeflex Capital L P | 0.01% | New | 9,344 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +27.9% | 7,599 | $77K |
| FMR LLC | 0.00% | Add +25769.2% | 6,726 | $68K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,847 | $59K |
| Bank of America Corp. | 0.00% | Reduce -48.9% | 3,788 | $39K |
| Simplex Trading, LLC | 0.00% | New | 3,793 | $38K |
| Huntington National Bank | 0.00% | No change | 3,102 | $32K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -34.8% | 1,883 | $19K |
| Citigroup Inc. | 0.00% | New | 1,352 | $14K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,278 | $13K |
| JPMorgan Chase & Co. | 0.00% | New | 1,275 | $13K |
| CoreCap Advisors, LLC | 0.00% | New | 1,000 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $10K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,025 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.1% | 938 | $10K |
| Deutsche Bank AG | 0.00% | Add +0.5% | 893 | $9K |
| Princeton Global Asset Management LLC | 0.00% | New | 300 | $3K |
| Compass Wealth Management LLC | 0.00% | No change | 165 | $2K |
| Sandy Spring Bank | 0.00% | No change | 150 | $2K |
| Wells Fargo & Company | 0.00% | Reduce -87.0% | 52 | $529 |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 40 | $407 |
| Farther Finance Advisors, LLC | 0.00% | New | 1 | $10 |
"% of holder's portfolio" is HGTY's weight in each manager's 13F, not the share of Hagerty Inc. Class A the manager owns.