Hagerty Inc. Class AHGTY
13F holders, Q4 2024 (December 31)90holders +11
15new positions
7sold out
5famous investors
$9.65avg. 13F price*
At the end of Q4 2024, 90 institutions reported holding Hagerty Inc. Class A (HGTY) in their 13F filings, up 11 from Q3 2024. 15 opened new positions and 7 sold out. The largest holders were State Farm Mutual Automobile Insurance Co. ($499.9M), Polar Capital Holdings Plc ($48.3M) and Neuberger Berman Group LLC ($45.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $11.6M |
| Exits | 7 | $1.4M |
All 13F filers, Q3 2024 → Q4 2024: 2,152,330 shares bought and 886,627 shares sold, net +1,265,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| State Farm Mutual Automobile Insurance Co. | 0.46% | No change | 51,800,000 | $499.9M |
| Polar Capital Holdings Plc | 0.27% | No change | 5,000,000 | $48.3M |
| Neuberger Berman Group LLC | 0.04% | Add +11.4% | 4,725,196 | $45.6M |
| Markel Group | 0.26% | Add +3.6% | 3,108,000 | $30.0M |
| Vanguard Group Inc. | 0.00% | Reduce -7.0% | 2,663,268 | $25.7M |
| Greenhaven Road Investment Management, L.P. | 4.61% | Reduce -18.1% | 1,236,170 | $11.9M |
| Pembroke Management, LTD | 1.15% | New | 953,427 | $9.2M |
| Fenimore Asset Management Inc | 0.19% | Reduce -0.5% | 950,522 | $9.2M |
| Royce & Associates LP | 0.05% | No change | 525,000 | $5.1M |
| Lincoln Capital LLC | 1.00% | Add +6.7% | 494,495 | $4.8M |
| BlackRock, Inc. | 0.00% | Add +0.7% | 460,840 | $4.4M |
| Confluence Investment Management LLC | 0.05% | Reduce -4.2% | 337,100 | $3.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -2.6% | 240,927 | $2.3M |
| Renaissance Technologies | 0.00% | Add +21.6% | 193,896 | $1.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.3% | 140,037 | $1.4M |
| State Street Corp. | 0.00% | Add +8.4% | 137,844 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +41.1% | 137,101 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | Reduce -2.2% | 135,900 | $1.3M |
| Two Sigma Investments, LP | 0.00% | Reduce -3.6% | 117,432 | $1.1M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 115,098 | $1.1M |
| Garde Capital, Inc. | 0.07% | Add +4.0% | 103,960 | $1.0M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.17% | New | 103,300 | $997K |
| Trexquant Investment LP | 0.01% | Add +100.5% | 97,257 | $939K |
| Raymond James Financial Inc. | 0.00% | — | 91,067 | $879K |
| UBS Group AG | 0.00% | Add +217.3% | 85,327 | $823K |
| Northern Trust Corp. | 0.00% | Reduce -11.3% | 82,739 | $798K |
| Morgan Stanley | 0.00% | Add +8.2% | 72,205 | $697K |
| Vident Advisory, LLC | 0.01% | Reduce -3.1% | 68,968 | $666K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.7% | 64,205 | $620K |
| Dimensional Fund Advisors LP | 0.00% | Add +225.3% | 62,034 | $599K |
| Epoch Investment Partners, Inc. | 0.00% | New | 56,683 | $547K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.5% | 56,694 | $547K |
| Citadel Advisors | 0.00% | Reduce -55.6% | 56,336 | $544K |
| 17 Capital Partners, LLC | 0.34% | No change | 55,000 | $531K |
| Swiss National Bank | 0.00% | Add +6.0% | 53,000 | $511K |
| Millennium Management | 0.00% | Reduce -62.0% | 42,849 | $413K |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 32,350 | $312K |
| Barclays PLC | 0.00% | Reduce -2.1% | 31,000 | $299K |
| Royal Bank of Canada | 0.00% | Reduce -1.3% | 30,587 | $295K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -26.0% | 29,924 | $289K |
| D. E. Shaw & Co. | 0.00% | Reduce -29.8% | 29,337 | $283K |
| JPMorgan Chase & Co. | 0.00% | Add +2185.4% | 29,139 | $281K |
| Meixler Investment Management, Ltd. | 0.20% | Add +3.7% | 28,475 | $275K |
| PDT Partners, LLC | 0.02% | Add +47.9% | 26,864 | $259K |
| Legal & General Group Plc | 0.00% | Add +60.9% | 25,148 | $243K |
| HSBC Holdings PLC | 0.00% | Reduce -5.7% | 25,234 | $242K |
| Jane Street Group, LLC | 0.00% | New | 23,818 | $230K |
| California State Teachers Retirement System | 0.00% | Add +3.4% | 23,192 | $224K |
| Bank of New York Mellon Corp | 0.00% | New | 18,827 | $182K |
| Goldstone Financial Group, LLC | 0.03% | Reduce -19.3% | 18,732 | $181K |
| Lakewood Asset Management LLC | 0.12% | Add +2.2% | 18,640 | $180K |
| Painted Porch Advisors LLC | 0.09% | No change | 18,638 | $180K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +176.1% | 16,143 | $156K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 15,260 | $147K |
| Cubist Systematic Strategies, LLC | 0.00% | Reduce -67.6% | 13,149 | $127K |
| XTX Topco Ltd | 0.01% | New | 12,308 | $119K |
| Voya Investment Management LLC | 0.00% | New | 10,821 | $104K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +35.9% | 10,325 | $100K |
| Comerica Bank | 0.00% | No change | 10,282 | $99K |
| Caz Investments LP | 0.14% | Reduce -60.0% | 10,000 | $97K |
| North Star Investment Management Corp. | 0.01% | New | 10,000 | $97K |
| Globeflex Capital L P | 0.01% | No change | 9,344 | $90K |
| BNP Paribas Financial Markets | 0.00% | New | 8,670 | $84K |
| R Squared Ltd | 0.05% | — | 5,234 | $51K |
| Ancora Advisors LLC | 0.00% | New | 4,715 | $46K |
| Bank of America Corp. | 0.00% | Reduce -1.0% | 3,750 | $36K |
| KLP Kapitalforvaltning As | 0.00% | — | 3,200 | $31K |
| Huntington National Bank | 0.00% | No change | 3,102 | $30K |
| Simplex Trading, LLC | 0.00% | Reduce -40.9% | 2,240 | $21K |
| Citigroup Inc. | 0.00% | Add +1.0% | 1,366 | $13K |
| Trust Co. of Vermont | 0.00% | New | 1,300 | $13K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,278 | $12K |
| Blue Trust, Inc. | 0.00% | Reduce -89.2% | 1,143 | $11K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,025 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +8.2% | 1,015 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $10K |
| Deutsche Bank AG | 0.00% | No change | 893 | $9K |
| Mountain Hill Investment Partners Corp. | 0.01% | — | 800 | $8K |
| FMR LLC | 0.00% | Reduce -90.4% | 646 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 400 | $4K |
| Princeton Global Asset Management LLC | 0.00% | No change | 300 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.4% | 200 | $2K |
| Compass Wealth Management LLC | 0.00% | No change | 165 | $2K |
| Sandy Spring Bank | 0.00% | No change | 150 | $1K |
| Sierra Ocean, LLC | 0.00% | — | 122 | $1K |
| Wells Fargo & Company | 0.00% | No change | 52 | $502 |
| Osaic Holdings, Inc. | 0.00% | New | 50 | $483 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $10 |
| Global Financial Private Client, LLC | 0.00% | New | 1 | $10 |
| Hemington Wealth Management | 0.00% | New | 4 | $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.