HAGERTY INC (HGTY)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
126
Reporting holders
$1.0B
Reported value
25.3%
Of shares outstanding
0.1%
Held as options
+11
Holder change
Institutions report 87,704,901 shares against 346,801,330 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $617.5M | 51,800,000 | 0.42% | 19q | HELD |
| NEUBERGER BERMAN GROUP LLC | $113.6M | 9,528,505 | 0.08% | 15q | +9.3%+$9.6M |
| Polar Capital Holdings Plc | $71.5M | 6,000,000 | 0.17% | 17q | HELD |
| Pembroke Management, LTD | $40.6M | 3,405,852 | 2.88% | 7q | +96.0%+$19.9M |
| Markel Group Inc. | $35.9M | 3,108,000 | 0.27% | 13q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $23.0M | 1,928,492 | 0.00% | 2q | +3.3%+$726.2K |
| Greenhaven Road Investment Management, L.P. | $22.2M | 1,865,430 | 14.44% | 17q | -21.3%-$6.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $19.7M | 1,650,329 | 0.00% | 2q | +1.2%+$230.7K |
| Lincoln Capital LLC | $11.6M | 973,651 | 2.07% | 17q | +2.4%+$274.1K |
| BlackRock, Inc. | $8.6M | 718,484 | 0.00% | 8q | +4.1%+$338.4K |
| ROYCE & ASSOCIATES LP | $6.3M | 525,000 | 0.05% | 19q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $5.3M | 446,889 | 0.00% | 18q | +6.7%+$334.9K |
| DIMENSIONAL FUND ADVISORS LP | $4.5M | 374,615 | 0.00% | 9q | +38.1%+$1.2M |
| FIRST TRUST ADVISORS LP | $4.0M | 335,852 | 0.00% | new | NEW |
| SCHOLTZ & COMPANY, LLC | $3.7M | 308,405 | 1.84% | 5q | -5.3%-$203.8K |
| MORGAN STANLEY | $3.7M | 307,146 | 0.00% | 19q | +3.4%+$119.1K |
| STATE STREET CORP | $3.2M | 264,359 | 0.00% | 18q | +13.1%+$364.4K |
| VANGUARD FIDUCIARY TRUST CO | $2.8M | 238,881 | 0.00% | 2q | +1.7%+$48.4K |
| BROWN ADVISORY INC | $2.6M | 218,000 | 0.00% | 3q | +100.0%+$1.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.6M | 213,947 | 0.00% | 18q | -1.6%-$42.6K |
| Sixth Street Partners Management Company, L.P. | $2.6M | 213,947 | 0.00% | new | NEW |
| Woodline Partners LP | $2.5M | 212,918 | 0.01% | 4q | -18.3%-$567.7K |
| UBS Group AG | $2.5M | 205,591 | 0.00% | 18q | -40.6%-$1.7M |
| Garner Asset Management Corp | $2.1M | 172,825 | 0.67% | new | NEW |
| OXFORD FINANCIAL GROUP, LTD. LLC | $2.0M | 170,000 | 0.10% | 4q | HELD |
| LPL Financial LLC | $1.8M | 152,501 | 0.00% | 15q | +8.0%+$134.1K |
| National Philanthropic Trust | $1.8M | 150,000 | 0.03% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 136,315 | 0.00% | 7q | +8.2%+$123.4K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.6M | 132,055 | 0.02% | 15q | -6.2%-$104.7K |
| PALISADE CAPITAL MANAGEMENT, LP | $1.4M | 118,657 | 0.06% | 4q | +7.2%+$95.6K |
| NORTHERN TRUST CORP | $1.3M | 109,722 | 0.00% | 18q | +4.1%+$51.3K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $1.2M | 103,300 | 0.18% | 7q | HELD |
| TD Asset Management Inc | $1.2M | 100,184 | 0.00% | 4q | HELD |
| OPPENHEIMER & CO INC | $1.1M | 89,417 | 0.01% | new | NEW |
| Swiss National Bank | $966.2K | 81,060 | 0.00% | 17q | +2.3%+$21.5K |
| RENAISSANCE TECHNOLOGIES LLC | $873.4K | 73,268 | 0.00% | 15q | -53.5%-$1.0M |
| CITADEL ADVISORS LLC | $857.5K | 32,337 | 0.00% | 14q | +156.5%+$523.2K |
| TWO SIGMA INVESTMENTS, LP | $853.6K | 71,610 | 0.00% | 11q | -21.8%-$238.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $824.0K | 69,127 | 0.00% | 10q | -40.4%-$559.1K |
| Bristlecone Value Partners, LLC | $716.3K | 60,093 | 0.58% | 3q | HELD |
| 17 CAPITAL PARTNERS, LLC | $652.8K | 54,765 | 0.29% | 14q | HELD |
| GOLDMAN SACHS GROUP INC | $618.8K | 51,909 | 0.00% | 17q | +54.6%+$218.6K |
| Trexquant Investment LP | $609.9K | 51,162 | 0.00% | 9q | -21.0%-$161.7K |
| D. E. Shaw & Co., Inc. | $573.7K | 48,129 | 0.00% | 11q | -44.4%-$458.0K |
| AMERICAN CENTURY COMPANIES INC | $552.7K | 46,365 | 0.00% | 2q | +50.0%+$184.2K |
| BANK OF MONTREAL /CAN/ | $552.3K | 46,332 | 0.00% | 2q | +39.0%+$155.0K |
| E. Ohman J:or Asset Management AB | $549.6K | 46,106 | 0.01% | 2q | +1.0%+$5.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $522.9K | 43,868 | 0.00% | 17q | -3.0%-$16.1K |
| Vident Advisory, LLC | $510.4K | 42,815 | 0.00% | 12q | -21.1%-$136.6K |
| Bank of New York Mellon Corp | $464.9K | 39,004 | 0.00% | 7q | -1.8%-$8.7K |
| Schonfeld Strategic Advisors LLC | $447.7K | 37,562 | 0.00% | 4q | +48.1%+$145.5K |
| AQR CAPITAL MANAGEMENT LLC | $434.1K | 36,414 | 0.00% | 3q | +68.0%+$175.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $364.0K | 30,538 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $329.0K | 27,562 | 0.00% | 19q | HELD |
| Dockside LLC | $309.5K | 25,965 | 0.07% | 3q | HELD |
| BARCLAYS PLC | $305.3K | 25,614 | 0.00% | 14q | +1.1%+$3.3K |
| Meixler Investment Management, Ltd. | $304.3K | 25,525 | 0.17% | 12q | -2.8%-$8.6K |
| Legal & General Group Plc | $304.2K | 25,520 | 0.00% | 17q | +42.1%+$90.1K |
| BANK OF AMERICA CORP /DE/ | $286.3K | 24,020 | 0.00% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $267.0K | 22,400 | 0.00% | 3q | -56.0%-$339.7K |
| HSBC HOLDINGS PLC | $257.8K | 21,642 | 0.00% | 12q | HELD |
| Painted Porch Advisors LLC | $222.2K | 18,638 | 0.10% | 9q | HELD |
| KLP KAPITALFORVALTNING AS | $201.4K | 16,900 | 0.00% | 7q | HELD |
| XTX Topco Ltd | $191.2K | 16,040 | 0.00% | 2q | -4.9%-$9.9K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $183.1K | 15,362 | 0.00% | 13q | +162.7%+$113.4K |
| Vanguard Global Advisers, LLC | $182.0K | 15,266 | 0.00% | 2q | HELD |
| Waverly Advisors, LLC | $179.3K | 15,045 | 0.00% | new | NEW |
| Jupiter Topco LLC | $178.2K | 14,933 | 0.00% | new | FIRST |
| Sequoia Financial Advisors, LLC | $169.8K | 14,247 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $169.0K | 14,182 | 0.00% | 3q | -73.0%-$458.0K |
| Steward Partners Investment Advisory, LLC | $160.1K | 13,434 | 0.00% | 19q | HELD |
| Vanguard Investments Australia, Ltd. | $158.3K | 13,277 | 0.00% | 2q | HELD |
| R Squared Ltd | $150.6K | 12,635 | 0.08% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $134.9K | 11,320 | 0.00% | 3q | +1.7%+$2.3K |
| ARIZONA STATE RETIREMENT SYSTEM | $133.0K | 11,155 | 0.00% | 4q | +0.8%+$1.1K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $129.3K | 10,844 | 0.00% | 2q | HELD |
| JANE STREET GROUP, LLC | $126.4K | options only | 0.00% | new | OPTIONS |
| WCM INVESTMENT MANAGEMENT, LLC | $117.9K | 10,023 | 0.00% | 3q | HELD |
| CAZ INVESTMENTS LP | $89.4K | 7,500 | 0.09% | 18q | HELD |
| T. Rowe Price Investment Management, Inc. | $72.6K | 6,088,981 | 0.05% | 5q | +8.0%+$5.3K |
| SIMPLEX TRADING, LLC | $62.7K | 2,059 | 0.00% | 7q | +523.9%+$52.6K |
| Integrated Wealth Concepts LLC | $62.5K | 5,246 | 0.00% | new | NEW |
| IFP Advisors, Inc | $36.4K | 3,055 | 0.00% | 5q | HELD |
| MRP Capital Investments, LLC | $35.8K | 3,000 | 0.03% | 2q | -40.0%-$23.8K |
| Ancora Advisors LLC | $28.1K | 2,357 | 0.00% | 7q | -47.4%-$25.3K |
| WELLS FARGO & COMPANY/MN | $19.2K | 1,612 | 0.00% | 5q | +698.0%+$16.8K |
| DEUTSCHE BANK AG\ | $18.7K | 1,571 | 0.00% | 14q | -64.1%-$33.5K |
| Center for Financial Planning, Inc. | $17.9K | 1,503 | 0.00% | 19q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $17.6K | 1,495 | 0.00% | 7q | +199.0%+$11.7K |
| CITIGROUP INC | $17.5K | 1,471 | 0.00% | 8q | -23.7%-$5.5K |
| EverSource Wealth Advisors, LLC | $17.5K | 1,464 | 0.00% | 10q | -52.3%-$19.2K |
| TRUST CO OF VERMONT | $15.5K | 1,300 | 0.00% | 6q | HELD |
| Geneos Wealth Management Inc. | $11.9K | 1,000 | 0.00% | 11q | HELD |
| FMR LLC | $10.0K | 838 | 0.00% | 13q | +4310.5%+$9.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $9.5K | 793 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $8.7K | 740 | 0.00% | 8q | -70.7%-$21.0K |
| Rockefeller Capital Management L.P. | $8.6K | 720 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $6.6K | 554 | 0.00% | 7q | -59.4%-$9.7K |
| Farther Finance Advisors, LLC | $6.0K | 507 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $5.3K | 441 | 0.00% | 2q | +44000.0%+$5.2K |
Showing the largest 100 of 130 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 126 | $1.0B | 87,704,901 | 21 | 42 | 29 | 0.1% |
| Q1 2026 | 115 | $894.2M | 84,865,310 | 16 | 29 | 37 | 0.1% |
| Q4 2025 | 112 | $1.1B | 84,528,983 | 23 | 25 | 29 | 0.1% |
| Q3 2025 | 95 | $1.0B | 84,327,311 | 16 | 36 | 18 | 0.1% |
| Q2 2025 | 88 | $769.8M | 76,052,798 | 15 | 25 | 21 | 0.1% |
| Q1 2025 | 86 | $685.6M | 75,795,736 | 6 | 22 | 25 | 0.1% |
| Q4 2024 | 88 | $725.0M | 75,076,982 | 16 | 25 | 24 | 0.1% |
| Q3 2024 | 77 | $750.7M | 73,807,470 | 11 | 29 | 14 | 0.0% |
| Q2 2024 | 71 | $738.2M | 70,969,833 | 11 | 18 | 18 | 0.0% |
| Q1 2024 | 68 | $638.7M | 69,793,718 | 10 | 23 | 16 | 0.0% |
| Q4 2023 | 66 | $539.8M | 69,191,684 | 7 | 22 | 18 | 0.0% |
| Q3 2023 | 66 | $559.4M | 68,460,395 | 12 | 16 | 17 | 0.0% |
| Q2 2023 | 58 | $642.6M | 68,622,337 | 10 | 21 | 8 | 0.0% |
| Q1 2023 | 55 | $596.6M | 68,247,631 | 7 | 18 | 11 | 4.4% |
| Q4 2022 | 52 | $555.1M | 65,986,626 | 12 | 12 | 9 | 4.6% |
| Q3 2022 | 59 | $631.0M | 70,129,434 | 7 | 21 | 7 | 4.4% |
| Q2 2022 | 64 | $792.8M | 68,943,267 | 20 | 17 | 8 | 4.4% |
| Q1 2022 | 51 | $718.7M | 66,600,810 | 22 | 11 | 9 | 4.5% |
| Q4 2021 | 36 | $938.3M | 66,570,936 | 33 | 0 | 0 | 4.5% |