Hagerty Inc. Class AHGTY
13F holders, Q4 2025 (December 31)116holders +18
26new positions
9sold out
6famous investors
$13.44avg. 13F price*
At the end of Q4 2025, 116 institutions reported holding Hagerty Inc. Class A (HGTY) in their 13F filings, up 18 from Q3 2025. 26 opened new positions and 9 sold out. The largest holders were State Farm Mutual Automobile Insurance Co. ($696.2M), Neuberger Berman Group LLC ($111.1M) and Polar Capital Holdings Plc ($77.5M). 6 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Hagerty Inc. Class A
- CUSIP
- 405166109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $6.6M |
| Exits | 9 | $5.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,118,026 shares bought and 1,021,794 shares sold, net +96,232 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| State Farm Mutual Automobile Insurance Co. | 0.55% | No change | 51,800,000 | $696.2M |
| Neuberger Berman Group LLC | 0.08% | Add +2.8% | 8,269,620 | $111.1M |
| Polar Capital Holdings Plc | 0.35% | Reduce -0.9% | 5,767,416 | $77.5M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -1.1% | 5,156,899 | $69.3M |
| Vanguard Group Inc. | 0.00% | Reduce -1.2% | 3,415,742 | $45.9M |
| Markel Group | 0.33% | No change | 3,108,000 | $41.8M |
| Greenhaven Road Investment Management, L.P. | 15.24% | Reduce -1.8% | 2,616,654 | $35.2M |
| Pembroke Management, LTD | 3.09% | Reduce -1.5% | 2,226,961 | $29.9M |
| Lincoln Capital LLC | 1.98% | Add +3.2% | 812,858 | $10.9M |
| BlackRock, Inc. | 0.00% | Add +3.6% | 671,924 | $9.0M |
| Royce & Associates LP | 0.07% | No change | 525,000 | $7.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.0% | 398,144 | $5.4M |
| FMR LLC | 0.00% | Reduce -30.5% | 347,773 | $4.7M |
| Morgan Stanley | 0.00% | Add +43.9% | 332,819 | $4.5M |
| Scholtz & Company, LLC | 1.89% | Reduce -0.5% | 323,315 | $4.3M |
| Woodline Partners LP | 0.01% | Reduce -8.9% | 252,530 | $3.4M |
| State Street Corp. | 0.00% | Add +15.2% | 230,786 | $3.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.1% | 215,830 | $2.9M |
| Gillson Capital LP | 0.18% | Add +15.4% | 202,012 | $2.7M |
| Confluence Investment Management LLC | 0.04% | Reduce -22.0% | 196,920 | $2.6M |
| UBS Group AG | 0.00% | Reduce -10.9% | 192,631 | $2.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +50.3% | 181,448 | $2.4M |
| Oxford Financial Group, LTD. LLC | 0.13% | No change | 170,000 | $2.3M |
| National Philanthropic Trust | 0.02% | New | 150,000 | $2.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Reduce -9.0% | 146,228 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +4.6% | 119,885 | $1.6M |
| Trexquant Investment LP | 0.01% | Add +2.6% | 115,277 | $1.5M |
| LPL Financial LLC | 0.00% | Add +3.0% | 115,039 | $1.5M |
| Brown Advisory Inc. | 0.00% | New | 109,000 | $1.5M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 104,020 | $1.4M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.21% | No change | 103,300 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Add +34.3% | 92,689 | $1.2M |
| Renaissance Technologies | 0.00% | Reduce -25.4% | 87,968 | $1.2M |
| TD Asset Management Inc | 0.00% | No change | 87,856 | $1.2M |
| D. E. Shaw & Co. | 0.00% | Add +0.1% | 80,380 | $1.1M |
| Swiss National Bank | 0.00% | Add +3.4% | 79,260 | $1.1M |
| Two Sigma Advisers, LP | 0.00% | Reduce -16.7% | 79,200 | $1.1M |
| Bristlecone Value Partners, LLC | 0.90% | — | 57,965 | $779K |
| Palisade Capital Management, LP | 0.03% | Reduce -9.3% | 56,271 | $756K |
| Goldman Sachs Group Inc. | 0.00% | Add +203.2% | 56,035 | $753K |
| 17 Capital Partners, LLC | 0.38% | No change | 55,000 | $739K |
| Vident Advisory, LLC | 0.01% | Reduce -8.3% | 54,931 | $738K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 45,216 | $608K |
| Bank of New York Mellon Corp | 0.00% | Add +74.7% | 38,521 | $518K |
| Citadel Advisors | 0.00% | New | 38,308 | $515K |
| California State Teachers Retirement System | 0.00% | No change | 33,406 | $449K |
| Jane Street Group, LLC | 0.00% | New | 30,168 | $405K |
| Meixler Investment Management, Ltd. | 0.24% | Reduce -0.1% | 29,100 | $391K |
| Royal Bank of Canada | 0.00% | Reduce -16.5% | 27,841 | $374K |
| Canada Pension Plan Investment Board | 0.00% | New | 27,100 | $364K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +107.0% | 26,718 | $359K |
| Millennium Management | 0.00% | New | 26,269 | $353K |
| Barclays PLC | 0.00% | Reduce -0.0% | 25,333 | $340K |
| Legal & General Group Plc | 0.00% | Reduce -16.8% | 24,803 | $333K |
| AQR Capital Management | 0.00% | New | 23,409 | $315K |
| HSBC Holdings PLC | 0.00% | No change | 21,642 | $292K |
| JPMorgan Chase & Co. | 0.00% | Add +2795.8% | 20,676 | $278K |
| Yorktown Management & Research Co Inc | 0.22% | New | 20,100 | $270K |
| Dockside LLC | 0.07% | — | 19,103 | $257K |
| Painted Porch Advisors LLC | 0.10% | No change | 18,638 | $250K |
| KLP Kapitalforvaltning As | 0.00% | Add +61.0% | 16,900 | $227K |
| PharVision Advisers, LLC | 0.10% | New | 14,937 | $201K |
| Janus Henderson Group PLC | 0.00% | No change | 14,933 | $201K |
| MeadowBrook Investment Advisors LLC | 0.17% | No change | 14,790 | $199K |
| Kingsview Wealth Management, LLC | 0.00% | Add +1.8% | 13,459 | $181K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13,027 | $175K |
| Occudo Quantitative Strategies LP | 0.01% | New | 12,649 | $170K |
| Susquehanna International Group, LLP | 0.00% | New | 11,306 | $152K |
| Arizona State Retirement System | 0.00% | Reduce -4.3% | 11,204 | $151K |
| Victory Capital Management Inc. | 0.00% | New | 11,103 | $149K |
| WCM Investment Management, LLC | 0.00% | New | 10,023 | $134K |
| Globeflex Capital L P | 0.02% | No change | 9,344 | $126K |
| Caz Investments LP | 0.17% | Reduce -25.0% | 7,500 | $101K |
| Los Angeles Capital Management LLC | 0.00% | New | 7,309 | $82K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,847 | $79K |
| Ancora Advisors LLC | 0.00% | No change | 4,483 | $60K |
| Deutsche Bank AG | 0.00% | No change | 4,378 | $59K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.8% | 3,234 | $43K |
| Huntington National Bank | 0.00% | No change | 3,102 | $42K |
| IFP Advisors, Inc | 0.00% | Add +1.4% | 3,093 | $42K |
| BNP Paribas Financial Markets | 0.00% | Reduce -66.2% | 1,734 | $23K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.6% | 1,481 | $20K |
| Trust Co. of Vermont | 0.00% | No change | 1,300 | $17K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,025 | $14K |
| Quarry LP | 0.00% | New | 1,009 | $14K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $13K |
| Bank of America Corp. | 0.00% | Reduce -18.6% | 928 | $12K |
| Wells Fargo & Company | 0.00% | Add +733.0% | 833 | $11K |
| Jones Financial Companies LLLP | 0.00% | No change | 700 | $9K |
| Citigroup Inc. | 0.00% | Reduce -74.2% | 625 | $8K |
| Farther Finance Advisors, LLC | 0.00% | New | 537 | $7K |
| Cwm, LLC | 0.00% | New | 272 | $4K |
| Bare Financial Services, Inc | 0.00% | Add +18.0% | 243 | $3K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 200 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 155 | $2K |
| Marquette Asset Management, LLC | 0.00% | New | 154 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 150 | $2K |
| Group One Trading LLC | 0.00% | Reduce -98.6% | 143 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +244.1% | 117 | $2K |
| Root Financial Partners, LLC | 0.00% | Reduce -16.0% | 84 | $1K |
"% of holder's portfolio" is HGTY's weight in each manager's 13F, not the share of Hagerty Inc. Class A the manager owns.