Hagerty Inc. Class AHGTY
13F holders, Q2 2026 (June 30)126holders +9
17new positions
9sold out
6famous investors
$11.91avg. 13F price*
At the end of Q2 2026, 126 institutions reported holding Hagerty Inc. Class A (HGTY) in their 13F filings, up 9 from Q1 2026. 17 opened new positions and 9 sold out. The largest holders were State Farm Mutual Automobile Insurance Co. ($617.5M), Neuberger Berman Group LLC ($113.6M) and T. Rowe Price Investment Management, Inc. ($72.6M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $7.9M |
| Exits | 9 | $686K |
All 13F filers, Q1 2026 → Q2 2026: 2,588,001 shares bought and 1,119,297 shares sold, net +1,468,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| State Farm Mutual Automobile Insurance Co. | 0.42% | No change | 51,800,000 | $617.5M |
| Neuberger Berman Group LLC | 0.08% | Add +9.3% | 9,528,505 | $113.6M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +8.0% | 6,088,981 | $72.6M |
| Polar Capital Holdings Plc | 0.20% | No change | 6,000,000 | $71.5M |
| Markel Group | 0.27% | No change | 3,108,000 | $35.9M |
| Vanguard Capital Management LLC | 0.00% | Add +3.3% | 1,928,492 | $23.0M |
| Greenhaven Road Investment Management, L.P. | 14.44% | Reduce -21.3% | 1,865,430 | $22.2M |
| Pembroke Management, LTD | 2.62% | Reduce -2.0% | 1,702,926 | $20.3M |
| Vanguard Portfolio Management LLC | 0.00% | Add +1.2% | 1,650,329 | $19.7M |
| Lincoln Capital LLC | 2.07% | Add +2.4% | 973,651 | $11.6M |
| BlackRock, Inc. | 0.00% | Add +4.1% | 718,484 | $8.6M |
| Royce & Associates LP | 0.05% | No change | 525,000 | $6.3M |
| Geode Capital Management, LLC | 0.00% | Add +6.7% | 446,889 | $5.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +38.1% | 374,615 | $4.5M |
| First Trust Advisors LP | 0.00% | New | 335,852 | $4.0M |
| Scholtz & Company, LLC | 1.84% | Reduce -5.3% | 308,405 | $3.7M |
| Morgan Stanley | 0.00% | Add +3.4% | 307,146 | $3.7M |
| Gillson Capital LP | 0.19% | Add +37.1% | 276,949 | $3.3M |
| State Street Corp. | 0.00% | Add +13.1% | 264,359 | $3.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +1.7% | 238,881 | $2.8M |
| Brown Advisory Inc. | 0.00% | Add +100.0% | 218,000 | $2.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.6% | 213,947 | $2.6M |
| Woodline Partners LP | 0.01% | Reduce -18.3% | 212,918 | $2.5M |
| UBS Group AG | 0.00% | Reduce -40.6% | 205,591 | $2.5M |
| Garner Asset Management Corp | 0.67% | New | 172,825 | $2.1M |
| Oxford Financial Group, LTD. LLC | 0.10% | No change | 170,000 | $2.0M |
| LPL Financial LLC | 0.00% | Add +8.0% | 152,501 | $1.8M |
| National Philanthropic Trust | 0.03% | No change | 150,000 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +8.2% | 136,315 | $1.6M |
| Confluence Investment Management LLC | 0.02% | Reduce -6.2% | 132,055 | $1.6M |
| Palisade Capital Management, LP | 0.07% | Add +7.3% | 118,657 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +4.1% | 109,722 | $1.3M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.18% | No change | 103,300 | $1.2M |
| TD Asset Management Inc | 0.00% | No change | 100,184 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | New | 89,417 | $1.1M |
| Swiss National Bank | 0.00% | Add +2.3% | 81,060 | $966K |
| Renaissance Technologies | 0.00% | Reduce -53.5% | 73,268 | $873K |
| Two Sigma Investments, LP | 0.00% | Reduce -21.8% | 71,610 | $854K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -40.4% | 69,127 | $824K |
| Bristlecone Value Partners, LLC | 0.58% | No change | 60,093 | $716K |
| 17 Capital Partners, LLC | 0.30% | No change | 54,765 | $653K |
| California State Teachers Retirement System | 0.00% | Add +63.6% | 54,662 | $652K |
| Goldman Sachs Group Inc. | 0.00% | Add +54.6% | 51,909 | $619K |
| Trexquant Investment LP | 0.00% | Reduce -21.0% | 51,162 | $610K |
| D. E. Shaw & Co. | 0.00% | Reduce -44.4% | 48,129 | $574K |
| American Century Companies Inc. | 0.00% | Add +50.0% | 46,365 | $553K |
| Bank of Montreal | 0.00% | Add +39.0% | 46,332 | $552K |
| E. Ohman J:or Asset Management AB | 0.01% | Add +1.0% | 46,106 | $550K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.0% | 43,868 | $523K |
| Vident Advisory, LLC | 0.00% | Reduce -21.1% | 42,815 | $510K |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.8% | 39,004 | $465K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +48.1% | 37,562 | $448K |
| AQR Capital Management | 0.00% | Add +68.0% | 36,414 | $434K |
| Citadel Advisors | 0.00% | Add +156.5% | 32,337 | $385K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 30,538 | $364K |
| Royal Bank of Canada | 0.00% | Reduce -0.0% | 27,562 | $329K |
| Dockside LLC | 0.07% | — | 25,965 | $310K |
| Barclays PLC | 0.00% | Add +1.1% | 25,614 | $305K |
| Meixler Investment Management, Ltd. | 0.17% | Reduce -2.8% | 25,525 | $304K |
| Legal & General Group Plc | 0.00% | Add +42.1% | 25,520 | $304K |
| Bank of America Corp. | 0.00% | New | 24,020 | $286K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -56.0% | 22,400 | $267K |
| HSBC Holdings PLC | 0.00% | No change | 21,642 | $258K |
| Painted Porch Advisors LLC | 0.10% | No change | 18,638 | $222K |
| KLP Kapitalforvaltning As | 0.00% | No change | 16,900 | $201K |
| XTX Topco Ltd | 0.00% | Reduce -4.9% | 16,040 | $191K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +162.7% | 15,362 | $183K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 15,266 | $182K |
| Waverly Advisors, LLC | 0.00% | New | 15,045 | $179K |
| Jupiter Topco LLC | 0.00% | — | 14,933 | $178K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 14,247 | $170K |
| Millennium Management | 0.00% | Reduce -73.0% | 14,182 | $169K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 13,434 | $160K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 13,277 | $158K |
| R Squared Ltd | 0.08% | New | 12,635 | $151K |
| Victory Capital Management Inc. | 0.00% | Add +1.7% | 11,320 | $135K |
| Arizona State Retirement System | 0.00% | Add +0.8% | 11,155 | $133K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.3% | 10,844 | $129K |
| WCM Investment Management, LLC | 0.00% | No change | 10,023 | $118K |
| Caz Investments LP | 0.04% | No change | 7,500 | $89K |
| IFP Advisors, Inc | 0.00% | Reduce -0.2% | 3,055 | $36K |
| MRP Capital Investments, LLC | 0.03% | Reduce -40.0% | 3,000 | $36K |
| Ancora Advisors LLC | 0.00% | Reduce -47.4% | 2,357 | $28K |
| Simplex Trading, LLC | 0.00% | Add +523.9% | 2,059 | $25K |
| Wells Fargo & Company | 0.00% | Add +1496.0% | 1,612 | $19K |
| Deutsche Bank AG | 0.00% | Reduce -64.1% | 1,571 | $19K |
| Center for Financial Planning, Inc. | 0.00% | No change | 1,503 | $18K |
| Jones Financial Companies LLLP | 0.00% | Add +199.0% | 1,495 | $18K |
| Citigroup Inc. | 0.00% | Reduce -23.7% | 1,471 | $18K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -52.3% | 1,464 | $17K |
| Trust Co. of Vermont | 0.00% | — | 1,300 | $15K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,025 | $12K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,000 | $12K |
| Covestor Ltd | 0.01% | New | 881 | $11K |
| FMR LLC | 0.00% | Add +4310.5% | 838 | $10K |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.7% | 740 | $9K |
| Rockefeller Capital Management L.P. | 0.00% | New | 720 | $9K |
| Osaic Holdings, Inc. | 0.00% | Reduce -59.4% | 554 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.2% | 507 | $6K |
| Arax Advisory Partners | 0.00% | Add +44000.0% | 441 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -23.5% | 400 | $5K |
| Essential Partners LLC | 0.00% | Add +3700.0% | 342 | $4K |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.4% | 238 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 193 | $2K |
| Bare Financial Services, Inc | 0.00% | No change | 150 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 150 | $2K |
| Parallel Advisors, LLC | 0.00% | Add +1366.7% | 132 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +3933.3% | 121 | $1K |
| Allworth Financial LP | 0.00% | Reduce -13.6% | 102 | $1K |
| Signaturefd, LLC | 0.00% | No change | 96 | $1K |
| Quarry LP | 0.00% | New | 77 | $918 |
| Fiduciary Financial Advisors | 0.00% | New | 72 | $847 |
| CVA Family Office, LLC | 0.00% | Add +273.3% | 56 | $668 |
| Rialto Wealth Management, LLC | 0.00% | Add +2700.0% | 56 | $668 |
| GAMMA Investing LLC | 0.00% | No change | 31 | $370 |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +2500.0% | 26 | $310 |
| Fortitude Family Office, LLC | 0.00% | Add +300.0% | 24 | $286 |
| Clearstead Advisors, LLC | 0.00% | New | 13 | $156 |
| Creative Capital Management Investments LLC | 0.00% | New | 12 | $143 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 9 | $108 |
| HFM Investment Advisors, LLC | 0.00% | Add +200.0% | 6 | $72 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 3 | $36 |
| LRI Investments, LLC | 0.00% | New | 3 | $36 |
| DecisionPoint Financial, LLC | 0.00% | New | 2 | $25 |
| Rothschild Investment LLC | 0.00% | Reduce -71.4% | 2 | $24 |
| Navigoe, LLC | 0.00% | New | 3 | $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.