Hagerty Inc. Class AHGTY
13F holders, Q1 2026 (March 31)117holders +1
16new positions
17sold out
6famous investors
$10.53avg. 13F price*
At the end of Q1 2026, 117 institutions reported holding Hagerty Inc. Class A (HGTY) in their 13F filings, up 1 from Q4 2025. 16 opened new positions and 17 sold out. The largest holders were State Farm Mutual Automobile Insurance Co. ($545.5M), Neuberger Berman Group LLC ($91.8M) and Polar Capital Holdings Plc ($63.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $1.9M |
| Exits | 17 | $1.5M |
All 13F filers, Q4 2025 → Q1 2026: 2,019,163 shares bought and 1,455,126 shares sold, net +564,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| State Farm Mutual Automobile Insurance Co. | 0.43% | No change | 51,800,000 | $545.5M |
| Neuberger Berman Group LLC | 0.07% | Add +5.5% | 8,721,368 | $91.8M |
| Polar Capital Holdings Plc | 0.28% | Add +4.0% | 6,000,000 | $63.2M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +9.4% | 5,640,480 | $59.4M |
| Markel Group | 0.27% | No change | 3,108,000 | $32.7M |
| Greenhaven Road Investment Management, L.P. | 17.17% | Reduce -9.4% | 2,369,978 | $25.0M |
| Vanguard Capital Management LLC | 0.00% | — | 1,867,573 | $19.7M |
| Pembroke Management, LTD | 2.65% | Reduce -22.0% | 1,738,006 | $18.3M |
| Vanguard Portfolio Management LLC | 0.00% | — | 1,630,971 | $17.2M |
| Lincoln Capital LLC | 1.90% | Add +16.9% | 950,652 | $10.0M |
| BlackRock, Inc. | 0.00% | Add +2.7% | 690,093 | $7.3M |
| Royce & Associates LP | 0.05% | No change | 525,000 | $5.5M |
| Geode Capital Management, LLC | 0.00% | Add +5.2% | 418,807 | $4.4M |
| UBS Group AG | 0.00% | Add +79.6% | 345,958 | $3.6M |
| Scholtz & Company, LLC | 1.76% | Add +0.7% | 325,505 | $3.4M |
| Morgan Stanley | 0.00% | Reduce -10.7% | 297,152 | $3.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +49.5% | 271,346 | $2.9M |
| Woodline Partners LP | 0.01% | Add +3.2% | 260,544 | $2.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 234,818 | $2.5M |
| State Street Corp. | 0.00% | Add +1.3% | 233,788 | $2.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.8% | 217,522 | $2.3M |
| Gillson Capital LP | 0.17% | No change | 202,012 | $2.1M |
| Oxford Financial Group, LTD. LLC | 0.10% | No change | 170,000 | $1.8M |
| Renaissance Technologies | 0.00% | Add +79.2% | 157,668 | $1.7M |
| National Philanthropic Trust | 0.02% | No change | 150,000 | $1.6M |
| LPL Financial LLC | 0.00% | Add +22.8% | 141,249 | $1.5M |
| Confluence Investment Management LLC | 0.02% | Reduce -28.5% | 140,841 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +5.1% | 125,965 | $1.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -20.6% | 116,034 | $1.2M |
| Palisade Capital Management, LP | 0.04% | Add +96.6% | 110,636 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 109,000 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 105,418 | $1.1M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.16% | No change | 103,300 | $1.1M |
| TD Asset Management Inc | 0.00% | Add +14.0% | 100,184 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Reduce -1.2% | 91,582 | $964K |
| D. E. Shaw & Co. | 0.00% | Add +7.7% | 86,554 | $911K |
| Swiss National Bank | 0.00% | No change | 79,260 | $835K |
| Trexquant Investment LP | 0.00% | Reduce -43.9% | 64,730 | $682K |
| Bristlecone Value Partners, LLC | 0.56% | Add +3.7% | 60,093 | $633K |
| 17 Capital Partners, LLC | 0.30% | Reduce -0.4% | 54,765 | $577K |
| Vident Advisory, LLC | 0.00% | Reduce -1.2% | 54,272 | $571K |
| Millennium Management | 0.00% | Add +100.3% | 52,608 | $554K |
| Canada Pension Plan Investment Board | 0.00% | Add +87.8% | 50,900 | $536K |
| E. Ohman J:or Asset Management AB | 0.01% | New | 45,637 | $481K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 45,216 | $476K |
| Bank of New York Mellon Corp | 0.00% | Add +3.1% | 39,730 | $418K |
| JT Stratford LLC | 0.05% | New | 38,112 | $401K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.1% | 33,567 | $353K |
| California State Teachers Retirement System | 0.00% | No change | 33,406 | $352K |
| Bank of Montreal | 0.00% | New | 33,332 | $351K |
| American Century Companies Inc. | 0.00% | New | 30,914 | $326K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 30,538 | $322K |
| Royal Bank of Canada | 0.00% | Reduce -1.0% | 27,568 | $290K |
| Meixler Investment Management, Ltd. | 0.15% | Reduce -9.8% | 26,250 | $288K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -5.1% | 25,358 | $267K |
| Barclays PLC | 0.00% | No change | 25,333 | $267K |
| AQR Capital Management | 0.00% | Reduce -7.4% | 21,675 | $228K |
| HSBC Holdings PLC | 0.00% | No change | 21,642 | $226K |
| Yorktown Management & Research Co Inc | 0.18% | No change | 20,100 | $212K |
| Painted Porch Advisors LLC | 0.09% | No change | 18,638 | $196K |
| Legal & General Group Plc | 0.00% | Reduce -27.6% | 17,964 | $189K |
| KLP Kapitalforvaltning As | 0.00% | No change | 16,900 | $178K |
| XTX Topco Ltd | 0.00% | New | 16,869 | $178K |
| Vanguard Global Advisers, LLC | 0.00% | — | 15,266 | $161K |
| Janus Henderson Group PLC | 0.00% | No change | 14,933 | $157K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.1% | 13,434 | $141K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 13,277 | $140K |
| Citadel Advisors | 0.00% | Reduce -67.1% | 12,608 | $133K |
| Victory Capital Management Inc. | 0.00% | Add +0.2% | 11,130 | $117K |
| Arizona State Retirement System | 0.00% | Reduce -1.3% | 11,061 | $116K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 10,881 | $115K |
| WCM Investment Management, LLC | 0.00% | No change | 10,023 | $105K |
| Caz Investments LP | 0.10% | No change | 7,500 | $79K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -8.8% | 6,668 | $70K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,847 | $62K |
| MRP Capital Investments, LLC | 0.05% | New | 5,000 | $53K |
| Ancora Advisors LLC | 0.00% | No change | 4,483 | $47K |
| Deutsche Bank AG | 0.00% | No change | 4,378 | $46K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +107.4% | 3,072 | $32K |
| IFP Advisors, Inc | 0.00% | Reduce -1.0% | 3,062 | $32K |
| JPMorgan Chase & Co. | 0.00% | Reduce -87.8% | 2,522 | $26K |
| Citigroup Inc. | 0.00% | Add +208.6% | 1,929 | $20K |
| Center for Financial Planning, Inc. | 0.00% | Add +50000.0% | 1,503 | $16K |
| Osaic Holdings, Inc. | 0.00% | Reduce -57.8% | 1,366 | $14K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,025 | $11K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 523 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.4% | 508 | $5K |
| Jones Financial Companies LLLP | 0.00% | Reduce -28.6% | 500 | $5K |
| Simplex Trading, LLC | 0.00% | New | 330 | $3K |
| Cwm, LLC | 0.00% | Add +15.8% | 315 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -85.2% | 257 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 150 | $2K |
| Bare Financial Services, Inc | 0.00% | Reduce -38.3% | 150 | $2K |
| Allworth Financial LP | 0.00% | Add +280.6% | 118 | $1K |
| Wells Fargo & Company | 0.00% | Reduce -87.9% | 101 | $1K |
| Signaturefd, LLC | 0.00% | New | 96 | $1K |
| Root Financial Partners, LLC | 0.00% | Reduce -11.9% | 74 | $779 |
| Blue Trust, Inc. | 0.00% | Add +15.5% | 67 | $706 |
| MAI Capital Management | 0.00% | New | 57 | $601 |
| Group One Trading LLC | 0.00% | Reduce -69.9% | 43 | $453 |
| GAMMA Investing LLC | 0.00% | New | 31 | $326 |
| FMR LLC | 0.00% | Reduce -100.0% | 19 | $200 |
| CVA Family Office, LLC | 0.00% | New | 15 | $158 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -75.7% | 9 | $95 |
| Parallel Advisors, LLC | 0.00% | Reduce -92.3% | 9 | $95 |
| Essential Partners LLC | 0.00% | Reduce -47.1% | 9 | $95 |
| Rothschild Investment LLC | 0.00% | Reduce -30.0% | 7 | $74 |
| Fortitude Family Office, LLC | 0.00% | No change | 6 | $63 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 3 | $32 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $32 |
| Bay Harbor Wealth Management, LLC | 0.00% | Reduce -25.0% | 3 | $31 |
| Rialto Wealth Management, LLC | 0.00% | Reduce -80.0% | 2 | $22 |
| HFM Investment Advisors, LLC | 0.00% | No change | 2 | $21 |
| Arax Advisory Partners | 0.00% | New | 1 | $11 |
| Raffa Wealth Management, LLC | 0.00% | New | 1 | $11 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -91.7% | 1 | $11 |
"% of holder's portfolio" is HGTY's weight in each manager's 13F, not the share of Hagerty Inc. Class A the manager owns.