Hagerty, Inc. - HGTY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 51,800,000 | 617,456 | 0.42% | 0.42% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,528,505 | 113,579 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 6,088,981 | 72,581 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Polar Capital Holdings Plc | History | No change | 6,000,000 | 71,520 | 0.17% | 0.17% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARKEL GROUP INC. | History | No change | 3,108,000 | 35,897 | 0.27% | 0.27% | 5 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,928,492 | 22,987 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Greenhaven Road Investment Management, L.P. | History | No change | 1,865,430 | 22,235 | 14.44% | 14.44% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pembroke Management, LTD | History | No change | 1,702,926 | 20,298 | 3.18% | 3.18% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 1,650,329 | 19,671 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lincoln Capital LLC | History | Added to | 1,350,809 | 18,208 | 3.19% | 2.06% | 10 | +377,158 | 38.74% | Q3 2026 | Oct 09, 2026 |
| BlackRock, Inc. | History | No change | 718,484 | 8,564 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 525,000 | 6,258 | 0.05% | 0.05% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 446,889 | 5,329 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 374,615 | 4,465 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 335,852 | 4,003 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHOLTZ & COMPANY, LLC | History | No change | 308,405 | 3,676 | 1.84% | 1.84% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 307,146 | 3,661 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gillson Capital LP | History | No change | 276,949 | 3,301 | 0.19% | 0.19% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 264,359 | 3,151 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 238,881 | 2,847 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 218,000 | 2,598 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 213,947 | 2,550 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 212,918 | 2,537 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 205,591 | 2,450 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Garner Asset Management Corp | History | No change | 172,825 | 2,060 | 0.67% | 0.67% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 170,000 | 2,026 | 0.1% | 0.1% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | No change | 152,501 | 1,817 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| National Philanthropic Trust | History | No change | 150,000 | 1,788 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 136,315 | 1,624 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 118,657 | 1,414 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 101,756 | 1,369 | 0.02% | 0.02% | 31 | -30,299 | -22.94% | Q3 2026 | Oct 01, 2026 |
| NORTHERN TRUST CORP | History | No change | 109,722 | 1,307 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 103,300 | 1,231 | 0.18% | 0.18% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 100,184 | 1,194 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 89,417 | 1,065 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Swiss National Bank | History | No change | 81,060 | 966 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 73,268 | 873 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 71,937 | 857 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 71,610 | 853 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 69,127 | 823 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 60,093 | 716 | 0.58% | 0.58% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 54,765 | 652 | 0.29% | 0.29% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 54,662 | 651 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 51,909 | 618 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 51,162 | 609 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 48,129 | 573 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 46,365 | 552 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 46,332 | 552 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| E. Ohman J:or Asset Management AB | History | No change | 46,106 | 549 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 43,868 | 522 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 42,815 | 510 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 39,004 | 464 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 37,562 | 447 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 36,414 | 434 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 30,538 | 364 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 27,562 | 329 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dockside LLC | History | No change | 25,965 | 309 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BARCLAYS PLC | History | No change | 25,614 | 305 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 25,520 | 304 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meixler Investment Management, Ltd. | History | No change | 25,525 | 304 | 0.17% | 0.17% | 60 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 24,020 | 286 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 22,400 | 267 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 21,642 | 257 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Painted Porch Advisors LLC | History | No change | 18,638 | 222 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,900 | 201 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XTX Topco Ltd | History | No change | 16,040 | 191 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,362 | 183 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 15,266 | 181 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 15,045 | 179 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 14,933 | 178 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 14,182 | 169 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 14,247 | 169 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13,434 | 160 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 13,277 | 158 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| R Squared Ltd | History | No change | 12,635 | 150 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 11,320 | 134 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arizona State Retirement System | History | No change | 11,155 | 132 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 10,844 | 129 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| JANE STREET GROUP, LLC | History | No change | 10,600 | 126 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 10,023 | 117 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAZ INVESTMENTS LP | History | No change | 7,500 | 89 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 5,259 | 62 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 3,055 | 36 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MRP Capital Investments, LLC | History | No change | 3,000 | 35 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ancora Advisors LLC | History | No change | 2,357 | 28 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,612 | 19 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 1,571 | 18 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,495 | 17 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 1,471 | 17 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,464 | 17 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,503 | 17 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,300 | 15 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,025 | 12 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 11 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | No change | 881 | 11 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 838 | 9 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 740 | 8 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 720 | 8 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 575 | 7 | 0.0% | 0.0% | 99 | +68 | 13.41% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 554 | 6 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 441 | 5 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 400 | 4 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 342 | 4 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 193 | 2 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 238 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 150 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 96 | 1 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 102 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 132 | 1 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 121 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bare Financial Services, Inc | History | No change | 150 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CVA Family Office, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quarry LP | History | No change | 77 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| LRI Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Navigoe, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HFM Investment Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 72 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |