Hagerty Inc. Class AHGTY
13F holders, Q3 2025 (September 30)98holders +9
18new positions
8sold out
4famous investors
$12.04avg. 13F price*
At the end of Q3 2025, 98 institutions reported holding Hagerty Inc. Class A (HGTY) in their 13F filings, up 9 from Q2 2025. 18 opened new positions and 8 sold out. The largest holders were State Farm Mutual Automobile Insurance Co. ($623.7M), Neuberger Berman Group LLC ($96.9M) and Polar Capital Holdings Plc ($70.0M). 4 famous investors held it, including Tom Gayner (0.3% of Markel Group's portfolio), George Soros (0.0% of Soros Fund Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Hagerty Inc. Class A
- CUSIP
- 405166109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $14.6M |
| Exits | 8 | $2.1M |
All 13F filers, Q2 2025 → Q3 2025: 14,041,920 shares bought and 404,380 shares sold, net +13,637,540 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| State Farm Mutual Automobile Insurance Co. | 0.52% | No change | 51,800,000 | $623.7M |
| Neuberger Berman Group LLC | 0.07% | Add +44.8% | 8,047,786 | $96.9M |
| Polar Capital Holdings Plc | 0.34% | Add +9.4% | 5,817,416 | $70.0M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +9491.4% | 5,215,795 | $62.8M |
| Vanguard Group Inc. | 0.00% | Add +32.3% | 3,456,174 | $41.6M |
| Markel Group | 0.30% | No change | 3,108,000 | $37.5M |
| Greenhaven Road Investment Management, L.P. | 13.24% | Add +47.1% | 2,664,784 | $32.1M |
| Pembroke Management, LTD | 2.70% | Add +127.6% | 2,261,203 | $27.2M |
| Lincoln Capital LLC | 1.77% | Add +29.6% | 787,387 | $9.4M |
| BlackRock, Inc. | 0.00% | Add +38.1% | 648,288 | $7.8M |
| Royce & Associates LP | 0.06% | No change | 525,000 | $6.3M |
| FMR LLC | 0.00% | Add +1924796.1% | 500,473 | $6.0M |
| Geode Capital Management, LLC | 0.00% | Add +57.9% | 402,086 | $4.8M |
| Scholtz & Company, LLC | 1.72% | Add +35.3% | 325,065 | $3.9M |
| Garner Asset Management Corp | 1.37% | New | 281,825 | $3.4M |
| Woodline Partners LP | 0.02% | New | 277,315 | $3.3M |
| Confluence Investment Management LLC | 0.04% | Reduce -9.8% | 252,535 | $3.0M |
| Morgan Stanley | 0.00% | Add +208.5% | 231,267 | $2.8M |
| UBS Group AG | 0.00% | Add +80.6% | 216,186 | $2.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +58.8% | 216,077 | $2.6M |
| State Street Corp. | 0.00% | Add +44.9% | 200,329 | $2.4M |
| Gillson Capital LP | 0.18% | New | 175,000 | $2.1M |
| Oxford Financial Group, LTD. LLC | 0.12% | New | 170,000 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +1.0% | 160,616 | $1.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +26.1% | 120,747 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -4.2% | 117,968 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +47.6% | 114,585 | $1.4M |
| Trexquant Investment LP | 0.01% | Add +56.7% | 112,405 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -3.3% | 111,718 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +27.4% | 105,139 | $1.3M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.20% | No change | 103,300 | $1.2M |
| Soros Fund Management | 0.03% | New | 102,611 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Reduce -27.4% | 95,100 | $1.1M |
| TD Asset Management Inc | 0.00% | New | 87,856 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Add +35.6% | 80,279 | $967K |
| Swiss National Bank | 0.00% | Add +25.5% | 76,660 | $923K |
| Two Sigma Investments, LP | 0.00% | Reduce -19.5% | 69,042 | $831K |
| Palisade Capital Management, LP | 0.02% | New | 62,063 | $747K |
| Vident Advisory, LLC | 0.01% | Add +67.2% | 59,938 | $722K |
| 17 Capital Partners, LLC | 0.36% | No change | 55,000 | $662K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -48.9% | 45,216 | $544K |
| California State Teachers Retirement System | 0.00% | Add +44.0% | 33,406 | $402K |
| Royal Bank of Canada | 0.00% | Add +21.9% | 33,350 | $402K |
| Legal & General Group Plc | 0.00% | Add +25.1% | 29,827 | $359K |
| Meixler Investment Management, Ltd. | 0.21% | Reduce -0.6% | 29,115 | $351K |
| Barclays PLC | 0.00% | Reduce -20.3% | 25,337 | $305K |
| Corton Capital Inc. | 0.72% | Reduce -10.6% | 24,157 | $291K |
| Bank of New York Mellon Corp | 0.00% | Add +21.6% | 22,053 | $266K |
| HSBC Holdings PLC | 0.00% | Reduce -12.9% | 21,642 | $256K |
| Goldstone Financial Group, LLC | 0.03% | No change | 18,732 | $226K |
| Painted Porch Advisors LLC | 0.09% | No change | 18,638 | $224K |
| EntryPoint Capital, LLC | 0.09% | New | 18,571 | $224K |
| Goldman Sachs Group Inc. | 0.00% | Add +33.8% | 18,480 | $222K |
| Janus Henderson Group PLC | 0.00% | No change | 14,933 | $180K |
| MeadowBrook Investment Advisors LLC | 0.16% | Add +0.1% | 14,790 | $178K |
| Kingsview Wealth Management, LLC | 0.00% | New | 13,227 | $159K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +12.1% | 13,027 | $157K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 12,910 | $155K |
| Arizona State Retirement System | 0.00% | New | 11,713 | $141K |
| KLP Kapitalforvaltning As | 0.00% | No change | 10,500 | $126K |
| Caz Investments LP | 0.22% | No change | 10,000 | $120K |
| Group One Trading LLC | 0.00% | Add +23.5% | 10,000 | $120K |
| Globeflex Capital L P | 0.02% | No change | 9,344 | $113K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,847 | $70K |
| Osaic Holdings, Inc. | 0.00% | Add +14.1% | 5,649 | $65K |
| BNP Paribas Financial Markets | 0.00% | Add +165.3% | 5,131 | $62K |
| Ancora Advisors LLC | 0.00% | Reduce -4.9% | 4,483 | $54K |
| Deutsche Bank AG | 0.00% | No change | 4,378 | $53K |
| Huntington National Bank | 0.00% | No change | 3,102 | $37K |
| IFP Advisors, Inc | 0.00% | Add +1.7% | 3,050 | $37K |
| Citigroup Inc. | 0.00% | Reduce -92.1% | 2,424 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +51.7% | 1,458 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 1,300 | $16K |
| Bank of America Corp. | 0.00% | Reduce -86.7% | 1,140 | $14K |
| Clearstead Advisors, LLC | 0.00% | New | 1,127 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $12K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,025 | $12K |
| Comerica Bank | 0.00% | Reduce -71.4% | 882 | $11K |
| JPMorgan Chase & Co. | 0.00% | Reduce -94.8% | 714 | $9K |
| Jones Financial Companies LLLP | 0.00% | Add +75.0% | 700 | $8K |
| Bare Financial Services, Inc | 0.00% | Add +288.7% | 206 | $2K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Add +136.5% | 175 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 150 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.7% | 131 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 105 | $1K |
| Root Financial Partners, LLC | 0.00% | New | 100 | $1K |
| Wells Fargo & Company | 0.00% | No change | 100 | $1K |
| Parallel Advisors, LLC | 0.00% | New | 34 | $409 |
| Fortitude Family Office, LLC | 0.00% | No change | 7 | $84 |
| Center for Financial Planning, Inc. | 0.00% | No change | 3 | $37 |
| SJS Investment Consulting Inc. | 0.00% | New | 3 | $37 |
| Bay Harbor Wealth Management, LLC | 0.00% | Add +50.0% | 3 | $36 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $24 |
| Rialto Wealth Management, LLC | 0.00% | No change | 1 | $13 |
| Wealthspire Advisors, LLC | 0.00% | New | 1 | $12 |
| Avion Wealth | 0.00% | New | 50 | $0 |
| Hemington Wealth Management | 0.00% | Add +180.0% | 28 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $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.