Hagerty Inc. Class AHGTY
13F holders, Q2 2025 (June 30)89holders +1
15new positions
13sold out
5famous investors
$10.11avg. 13F price*
At the end of Q2 2025, 89 institutions reported holding Hagerty Inc. Class A (HGTY) in their 13F filings, up 1 from Q1 2025. 15 opened new positions and 13 sold out. The largest holders were State Farm Mutual Automobile Insurance Co. ($523.7M), Neuberger Berman Group LLC ($56.2M) and Polar Capital Holdings Plc ($53.8M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $3.4M |
| Exits | 13 | $8.9M |
All 13F filers, Q1 2025 → Q2 2025: 1,489,473 shares bought and 1,239,153 shares sold, net +250,320 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| State Farm Mutual Automobile Insurance Co. | 0.46% | No change | 51,800,000 | $523.7M |
| Neuberger Berman Group LLC | 0.04% | Add +1.6% | 5,557,427 | $56.2M |
| Polar Capital Holdings Plc | 0.28% | Add +6.4% | 5,319,027 | $53.8M |
| Markel Group | 0.27% | No change | 3,108,000 | $31.4M |
| Vanguard Group Inc. | 0.00% | Reduce -0.8% | 2,612,741 | $26.4M |
| Greenhaven Road Investment Management, L.P. | 6.43% | Add +33.1% | 1,811,539 | $18.3M |
| Pembroke Management, LTD | 1.22% | Add +6.0% | 993,449 | $10.0M |
| Lincoln Capital LLC | 1.18% | Add +9.4% | 607,309 | $6.1M |
| Royce & Associates LP | 0.05% | No change | 525,000 | $5.3M |
| BlackRock, Inc. | 0.00% | Reduce -0.4% | 469,511 | $4.7M |
| Confluence Investment Management LLC | 0.04% | Reduce -11.5% | 279,919 | $2.8M |
| Geode Capital Management, LLC | 0.00% | Add +2.0% | 254,634 | $2.6M |
| Scholtz & Company, LLC | 1.07% | New | 240,290 | $2.4M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +11.4% | 159,069 | $1.6M |
| State Street Corp. | 0.00% | Reduce -0.0% | 138,254 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.3% | 136,105 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -2.8% | 130,939 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -17.2% | 123,168 | $1.2M |
| UBS Group AG | 0.00% | Add +18.8% | 119,693 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 115,483 | $1.2M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.16% | No change | 103,300 | $1.0M |
| Dimensional Fund Advisors LP | 0.00% | Add +10.6% | 95,775 | $968K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +37.8% | 88,489 | $895K |
| Citadel Advisors | 0.00% | Reduce -27.9% | 85,836 | $868K |
| Two Sigma Investments, LP | 0.00% | Reduce -11.6% | 85,797 | $867K |
| Northern Trust Corp. | 0.00% | Add +0.2% | 82,558 | $835K |
| Raymond James Financial Inc. | 0.00% | Reduce -12.8% | 77,635 | $785K |
| Morgan Stanley | 0.00% | Add +14.0% | 74,973 | $758K |
| Trexquant Investment LP | 0.01% | Reduce -15.8% | 71,721 | $725K |
| Swiss National Bank | 0.00% | No change | 61,100 | $618K |
| D. E. Shaw & Co. | 0.00% | Add +162.5% | 59,198 | $598K |
| 17 Capital Partners, LLC | 0.32% | No change | 55,000 | $556K |
| T. Rowe Price Investment Management, Inc. | 0.00% | New | 54,380 | $550K |
| Millennium Management | 0.00% | Add +68.6% | 37,424 | $378K |
| Vident Advisory, LLC | 0.00% | Reduce -18.9% | 35,845 | $362K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.7% | 32,968 | $333K |
| Barclays PLC | 0.00% | Reduce -0.3% | 31,793 | $321K |
| Citigroup Inc. | 0.00% | Add +725.5% | 30,641 | $310K |
| Meixler Investment Management, Ltd. | 0.20% | Add +0.7% | 29,295 | $296K |
| Epoch Investment Partners, Inc. | 0.00% | No change | 28,720 | $290K |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 27,360 | $275K |
| Corton Capital Inc. | 0.32% | New | 27,007 | $273K |
| HSBC Holdings PLC | 0.00% | No change | 24,855 | $253K |
| Legal & General Group Plc | 0.00% | Reduce -5.2% | 23,852 | $241K |
| California State Teachers Retirement System | 0.00% | No change | 23,192 | $234K |
| Marshall Wace, LLP | 0.00% | Add +37.2% | 22,405 | $227K |
| Goldstone Financial Group, LLC | 0.03% | No change | 18,732 | $191K |
| Painted Porch Advisors LLC | 0.08% | No change | 18,638 | $188K |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 18,142 | $183K |
| Janus Henderson Group PLC | 0.00% | Reduce -71.6% | 14,933 | $150K |
| MeadowBrook Investment Advisors LLC | 0.14% | Reduce -3.1% | 14,780 | $149K |
| JPMorgan Chase & Co. | 0.00% | Reduce -39.1% | 13,876 | $140K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -63.0% | 13,814 | $140K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.2% | 11,624 | $118K |
| KLP Kapitalforvaltning As | 0.00% | Add +228.1% | 10,500 | $106K |
| Caz Investments LP | 0.57% | No change | 10,000 | $101K |
| Globeflex Capital L P | 0.01% | No change | 9,344 | $94K |
| Bank of America Corp. | 0.00% | Add +46.6% | 8,571 | $87K |
| Group One Trading LLC | 0.00% | New | 8,100 | $82K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -63.8% | 5,847 | $59K |
| Osaic Holdings, Inc. | 0.00% | Add +2374.5% | 4,949 | $50K |
| Ancora Advisors LLC | 0.00% | No change | 4,715 | $48K |
| Deutsche Bank AG | 0.00% | Add +390.3% | 4,378 | $44K |
| Huntington National Bank | 0.00% | No change | 3,102 | $31K |
| Comerica Bank | 0.00% | No change | 3,082 | $31K |
| IFP Advisors, Inc | 0.00% | New | 3,000 | $30K |
| BNP Paribas Financial Markets | 0.00% | Add +383.5% | 1,934 | $20K |
| Trust Co. of Vermont | 0.00% | No change | 1,300 | $13K |
| 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% | Reduce -19.5% | 961 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 678 | $7K |
| Jones Financial Companies LLLP | 0.00% | No change | 400 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 200 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | New | 150 | $2K |
| Sierra Ocean, LLC | 0.00% | No change | 122 | $1K |
| Blue Trust, Inc. | 0.00% | Reduce -90.8% | 105 | $1K |
| Wells Fargo & Company | 0.00% | New | 100 | $1K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 74 | $748 |
| Bare Financial Services, Inc | 0.00% | New | 53 | $536 |
| Parkworth Wealth Management, Inc. | 0.00% | New | 30 | $303 |
| FMR LLC | 0.00% | No change | 26 | $263 |
| Fortitude Family Office, LLC | 0.00% | New | 7 | $71 |
| Center for Financial Planning, Inc. | 0.00% | Reduce -99.8% | 3 | $31 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +100.0% | 2 | $20 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $20 |
| Rialto Wealth Management, LLC | 0.00% | New | 1 | $11 |
| SBI Securities Co., Ltd. | 0.00% | New | 1 | $10 |
| Hemington Wealth Management | 0.00% | Add +25.0% | 10 | $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.