Hagerty Inc. Class AHGTY
13F holders, Q1 2025 (March 31)88holders −2
8new positions
11sold out
5famous investors
$9.04avg. 13F price*
At the end of Q1 2025, 88 institutions reported holding Hagerty Inc. Class A (HGTY) in their 13F filings, down 2 from Q4 2024. 8 opened new positions and 11 sold out. The largest holders were State Farm Mutual Automobile Insurance Co. ($468.3M), Neuberger Berman Group LLC ($49.4M) and Polar Capital Holdings Plc ($45.2M). 5 famous investors held it, including Tom Gayner (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.4M |
| Exits | 11 | $930K |
All 13F filers, Q4 2024 → Q1 2025: 1,457,644 shares bought and 821,064 shares sold, net +636,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| State Farm Mutual Automobile Insurance Co. | 0.43% | No change | 51,800,000 | $468.3M |
| Neuberger Berman Group LLC | 0.04% | Add +15.7% | 5,468,793 | $49.4M |
| Polar Capital Holdings Plc | 0.28% | No change | 5,000,000 | $45.2M |
| Markel Group | 0.25% | No change | 3,108,000 | $28.1M |
| Vanguard Group Inc. | 0.00% | Reduce -1.1% | 2,633,193 | $23.8M |
| Greenhaven Road Investment Management, L.P. | 5.06% | Add +10.1% | 1,360,506 | $12.3M |
| Pembroke Management, LTD | 1.24% | Reduce -1.6% | 937,700 | $8.5M |
| Lincoln Capital LLC | 0.99% | Add +12.3% | 555,286 | $4.8M |
| Royce & Associates LP | 0.05% | No change | 525,000 | $4.7M |
| Fenimore Asset Management Inc | 0.10% | Reduce -47.5% | 498,986 | $4.5M |
| BlackRock, Inc. | 0.00% | Add +2.3% | 471,599 | $4.3M |
| Garner Asset Management Corp | 1.28% | New | 321,825 | $2.9M |
| Confluence Investment Management LLC | 0.04% | Reduce -6.2% | 316,369 | $2.9M |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 249,557 | $2.3M |
| Renaissance Technologies | 0.00% | Reduce -23.3% | 148,768 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +4.1% | 142,768 | $1.3M |
| State Street Corp. | 0.00% | Add +0.3% | 138,264 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.1% | 135,660 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Reduce -0.9% | 134,700 | $1.2M |
| Citadel Advisors | 0.00% | Add +111.5% | 119,128 | $1.1M |
| LPL Financial LLC | 0.00% | Add +0.5% | 115,618 | $1.0M |
| Garde Capital, Inc. | 0.05% | No change | 103,960 | $940K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.14% | No change | 103,300 | $934K |
| UBS Group AG | 0.00% | Add +18.1% | 100,755 | $911K |
| Two Sigma Investments, LP | 0.00% | Reduce -17.3% | 97,103 | $878K |
| Raymond James Financial Inc. | 0.00% | Reduce -2.2% | 89,078 | $805K |
| Dimensional Fund Advisors LP | 0.00% | Add +39.6% | 86,584 | $783K |
| Trexquant Investment LP | 0.01% | Reduce -12.4% | 85,182 | $770K |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 82,379 | $745K |
| Morgan Stanley | 0.00% | Reduce -8.9% | 65,779 | $595K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 64,205 | $580K |
| Swiss National Bank | 0.00% | Add +15.3% | 61,100 | $552K |
| 17 Capital Partners, LLC | 0.32% | No change | 55,000 | $497K |
| Janus Henderson Group PLC | 0.00% | Reduce -7.3% | 52,567 | $472K |
| Vident Advisory, LLC | 0.01% | Reduce -35.9% | 44,220 | $400K |
| Goldman Sachs Group Inc. | 0.00% | Add +24.9% | 37,383 | $338K |
| Ameriprise Financial Inc. | 0.00% | Add +7.0% | 34,600 | $313K |
| Barclays PLC | 0.00% | Add +2.8% | 31,881 | $288K |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 30,116 | $272K |
| Meixler Investment Management, Ltd. | 0.18% | Add +2.2% | 29,105 | $263K |
| Epoch Investment Partners, Inc. | 0.00% | Reduce -49.3% | 28,720 | $260K |
| Legal & General Group Plc | 0.00% | No change | 25,148 | $227K |
| HSBC Holdings PLC | 0.00% | Reduce -1.5% | 24,855 | $226K |
| California State Teachers Retirement System | 0.00% | No change | 23,192 | $210K |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.8% | 22,777 | $206K |
| D. E. Shaw & Co. | 0.00% | Reduce -23.1% | 22,551 | $204K |
| Millennium Management | 0.00% | Reduce -48.2% | 22,202 | $201K |
| PDT Partners, LLC | 0.01% | Reduce -24.8% | 20,206 | $183K |
| Goldstone Financial Group, LLC | 0.03% | No change | 18,732 | $169K |
| Painted Porch Advisors LLC | 0.07% | No change | 18,638 | $168K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.4% | 18,560 | $168K |
| Marshall Wace, LLP | 0.00% | New | 16,333 | $148K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,143 | $146K |
| MeadowBrook Investment Advisors LLC | 0.13% | No change | 15,260 | $138K |
| HRT Financial LP | 0.00% | New | 13,072 | $118K |
| Virtu Financial LLC | 0.01% | New | 11,951 | $108K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.0% | 11,155 | $101K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 10,239 | $93K |
| Caz Investments LP | 0.65% | No change | 10,000 | $90K |
| Globeflex Capital L P | 0.01% | No change | 9,344 | $84K |
| Bank of America Corp. | 0.00% | Add +55.9% | 5,845 | $53K |
| Ancora Advisors LLC | 0.00% | No change | 4,715 | $43K |
| Citigroup Inc. | 0.00% | Add +171.7% | 3,712 | $34K |
| KLP Kapitalforvaltning As | 0.00% | No change | 3,200 | $29K |
| Huntington National Bank | 0.00% | No change | 3,102 | $28K |
| Comerica Bank | 0.00% | Reduce -70.0% | 3,082 | $28K |
| Trust Co. of Vermont | 0.00% | No change | 1,300 | $12K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,278 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +17.6% | 1,194 | $11K |
| Compass Wealth Management LLC | 0.00% | Add +606.1% | 1,165 | $11K |
| Blue Trust, Inc. | 0.00% | No change | 1,143 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $9K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,025 | $9K |
| Deutsche Bank AG | 0.00% | No change | 893 | $8K |
| Mountain Hill Investment Partners Corp. | 0.01% | No change | 800 | $7K |
| Consultiva Wealth Management, Corp. | 0.02% | New | 750 | $7K |
| BNP Paribas Financial Markets | 0.00% | Reduce -95.4% | 400 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 400 | $4K |
| Osaic Holdings, Inc. | 0.00% | Add +300.0% | 200 | $2K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -50.0% | 150 | $1K |
| Sandy Spring Bank | 0.00% | No change | 150 | $1K |
| Sierra Ocean, LLC | 0.00% | No change | 122 | $1K |
| Coldstream Capital Management Inc. | 0.00% | New | 56 | $507 |
| FMR LLC | 0.00% | Reduce -96.0% | 26 | $235 |
| Global Financial Private Client, LLC | 0.00% | Add +300.0% | 4 | $36 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $10 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $9 |
| Hemington Wealth Management | 0.00% | Add +100.0% | 8 | $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.