Hagerty, Inc. - HGTY
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 696,192 | 0.55% | 0.52% | 1 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 8,269,620 | 111,143 | 0.08% | 0.07% | 2 | +221,834 | 2.76% | Q4 2025 | Feb 13, 2026 |
| Polar Capital Holdings Plc | History | New | 5,767,416 | 77,514 | 0.3% | — | 3 | +5,767,416 | New | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 3,415,742 | 45,907 | 0.0% | 0.0% | 4 | -40,432 | -1.17% | Q4 2025 | Jan 29, 2026 |
| MARKEL GROUP INC. | History | No change | 3,108,000 | 41,771 | 0.33% | 0.3% | 5 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Greenhaven Road Investment Management, L.P. | History | Reduced | 2,616,654 | 35,167 | 5.92% | 4.73% | 6 | -48,130 | -1.81% | Q4 2025 | Feb 13, 2026 |
| Pembroke Management, LTD | History | Reduced | 2,226,961 | 29,930 | 3.09% | 2.7% | 7 | -34,242 | -1.51% | Q4 2025 | Feb 12, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 1,141,314 | 15,340 | 0.01% | 0.04% | 8 | -4,074,481 | -78.12% | Q4 2025 | Feb 19, 2026 |
| Lincoln Capital LLC | History | Added to | 812,858 | 10,924 | 1.98% | 1.77% | 9 | +25,471 | 3.23% | Q4 2025 | Jan 08, 2026 |
| BlackRock, Inc. | History | Added to | 671,924 | 9,030 | 0.0% | 0.0% | 10 | +23,636 | 3.65% | Q4 2025 | Feb 12, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 525,000 | 7,056 | 0.07% | 0.06% | 11 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 398,144 | 5,353 | 0.0% | 0.0% | 12 | -3,942 | -0.98% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 347,773 | 4,674 | 0.0% | 0.0% | 13 | -152,700 | -30.51% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 332,819 | 4,473 | 0.0% | 0.0% | 14 | +101,552 | 43.91% | Q4 2025 | Feb 13, 2026 |
| SCHOLTZ & COMPANY, LLC | History | Reduced | 323,315 | 4,345 | 1.89% | 1.72% | 15 | -1,750 | -0.54% | Q4 2025 | Feb 11, 2026 |
| Woodline Partners LP | History | Reduced | 252,530 | 3,394 | 0.01% | 0.02% | 16 | -24,785 | -8.94% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 230,786 | 3,101 | 0.0% | 0.0% | 17 | +30,457 | 15.2% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 215,830 | 2,900 | 0.0% | 0.0% | 18 | -247 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Gillson Capital LP | History | Added to | 202,012 | 2,715 | 0.18% | 0.18% | 19 | +27,012 | 15.44% | Q4 2025 | Feb 17, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 196,920 | 2,646 | 0.04% | 0.04% | 20 | -55,615 | -22.02% | Q4 2025 | Jan 05, 2026 |
| UBS Group AG | History | Reduced | 192,631 | 2,588 | 0.0% | 0.0% | 21 | -23,555 | -10.9% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 181,448 | 2,438 | 0.0% | 0.0% | 22 | +60,701 | 50.27% | Q4 2025 | Feb 12, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 170,000 | 2,284 | 0.13% | 0.12% | 23 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 146,228 | 1,965 | 0.01% | 0.01% | 24 | -14,388 | -8.96% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 119,885 | 1,611 | 0.0% | 0.0% | 25 | +5,300 | 4.63% | Q4 2025 | Feb 18, 2026 |
| Trexquant Investment LP | History | Added to | 115,277 | 1,549 | 0.01% | 0.01% | 26 | +2,872 | 2.56% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 115,039 | 1,546 | 0.0% | 0.0% | 27 | +3,321 | 2.97% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | New | 109,000 | 1,464 | 0.0% | — | 28 | +109,000 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 104,020 | 1,398 | 0.0% | 0.0% | 29 | -1,119 | -1.06% | Q4 2025 | Feb 17, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 103,300 | 1,388 | 0.21% | 0.2% | 30 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 92,689 | 1,245 | 0.0% | 0.0% | 31 | +23,647 | 34.25% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 87,968 | 1,182 | 0.0% | 0.0% | 32 | -30,000 | -25.43% | Q4 2025 | Feb 12, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 87,856 | 1,180 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 80,380 | 1,080 | 0.0% | 0.0% | 34 | +101 | 0.13% | Q4 2025 | Feb 17, 2026 |
| Swiss National Bank | History | Added to | 79,260 | 1,065 | 0.0% | 0.0% | 35 | +2,600 | 3.39% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 79,200 | 1,064 | 0.0% | 0.0% | 36 | -15,900 | -16.72% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 60,708 | 815 | 0.0% | 0.0% | 37 | +8,108 | 15.41% | Q4 2025 | Feb 17, 2026 |
| Bristlecone Value Partners, LLC | History | New | 57,965 | 779 | 0.9% | — | 38 | +57,965 | New | Q4 2025 | Feb 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 56,271 | 756 | 0.02% | 0.02% | 39 | -5,792 | -9.33% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 56,035 | 753 | 0.0% | 0.0% | 40 | +37,555 | 203.22% | Q4 2025 | Mar 25, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 55,000 | 739 | 0.38% | 0.36% | 41 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 54,931 | 738 | 0.01% | 0.01% | 42 | -5,007 | -8.35% | Q4 2025 | Feb 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 45,216 | 607 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 38,521 | 517 | 0.0% | 0.0% | 44 | +16,468 | 74.67% | Q4 2025 | Feb 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 33,406 | 448 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 30,168 | 405 | 0.0% | — | 46 | +30,168 | New | Q4 2025 | Feb 12, 2026 |
| Meixler Investment Management, Ltd. | History | Reduced | 29,100 | 391 | 0.24% | 0.21% | 47 | -15 | -0.05% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 27,841 | 374 | 0.0% | — | 48 | +27,841 | New | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 27,100 | 364 | 0.0% | — | 49 | +27,100 | New | Q4 2025 | Feb 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 26,718 | 359 | 0.0% | 0.0% | 50 | +13,808 | 106.96% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 26,269 | 353 | 0.0% | — | 51 | +26,269 | New | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 25,333 | 340 | 0.0% | 0.0% | 52 | -4 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Reduced | 24,803 | 333 | 0.0% | 0.0% | 53 | -5,024 | -16.84% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 23,409 | 314 | 0.0% | — | 54 | +23,409 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | No change | 21,642 | 291 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Mar 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 20,676 | 277 | 0.0% | 0.0% | 56 | +19,962 | 2795.8% | Q4 2025 | Feb 11, 2026 |
| Yorktown Management & Research Co Inc | History | New | 20,100 | 270 | 0.22% | — | 57 | +20,100 | New | Q4 2025 | Jan 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 20,000 | 268 | 0.0% | 0.0% | 58 | -1,900 | -8.68% | Q4 2025 | Feb 11, 2026 |
| Dockside LLC | History | New | 19,103 | 256 | 0.07% | — | 59 | +19,103 | New | Q4 2025 | Feb 13, 2026 |
| Painted Porch Advisors LLC | History | New | 18,638 | 250 | 0.1% | — | 60 | +18,638 | New | Q4 2025 | Mar 19, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 16,900 | 227 | 0.0% | 0.0% | 61 | +6,400 | 60.95% | Q4 2025 | Jan 28, 2026 |
| PharVision Advisers, LLC | History | New | 14,937 | 200 | 0.1% | — | 63 | +14,937 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,933 | 200 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 14,790 | 198 | 0.17% | 0.15% | 64 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 13,459 | 180 | 0.0% | 0.0% | 65 | +232 | 1.75% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13,027 | 175 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 12,649 | 170 | 0.01% | — | 67 | +12,649 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,306 | 151 | 0.0% | 0.0% | 68 | -7,594 | -40.18% | Q4 2025 | Feb 17, 2026 |
| Arizona State Retirement System | History | Reduced | 11,204 | 150 | 0.0% | 0.0% | 69 | -509 | -4.35% | Q4 2025 | Jan 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 11,103 | 149 | 0.0% | — | 70 | +11,103 | New | Q4 2025 | Feb 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 10,023 | 134 | 0.0% | — | 71 | +10,023 | New | Q4 2025 | Feb 09, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 9,344 | 125 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAZ INVESTMENTS LP | History | Reduced | 7,500 | 100 | 0.17% | 0.22% | 73 | -2,500 | -25.0% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 7,309 | 81 | 0.0% | — | 74 | +7,309 | New | Q4 2025 | Feb 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,847 | 78 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ancora Advisors LLC | History | No change | 4,483 | 60 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,378 | 58 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,234 | 43 | 0.0% | 0.0% | 78 | -2,415 | -42.75% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 3,093 | 41 | 0.0% | 0.0% | 80 | +43 | 1.41% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,102 | 41 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,734 | 23 | 0.0% | 0.0% | 81 | -3,397 | -66.21% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,481 | 19 | 0.0% | 0.0% | 82 | +23 | 1.58% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,300 | 17 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,025 | 14 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quarry LP | History | New | 1,009 | 13 | 0.0% | — | 86 | +1,009 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,000 | 13 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 928 | 12 | 0.0% | 0.0% | 87 | -212 | -18.6% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 833 | 11 | 0.0% | 0.0% | 88 | +733 | 733.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 700 | 9 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 625 | 8 | 0.0% | 0.0% | 90 | -1,799 | -74.22% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 537 | 7 | 0.0% | — | 91 | +537 | New | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | New | 272 | 4 | 0.0% | — | 92 | +272 | New | Q4 2025 | Jan 26, 2026 |
| Bare Financial Services, Inc | History | Added to | 243 | 3 | 0.0% | 0.0% | 93 | +37 | 17.96% | Q4 2025 | Feb 06, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 200 | 2 | 0.0% | — | 97 | +200 | New | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 155 | 2 | 0.0% | — | 95 | +155 | New | Q4 2025 | Feb 10, 2026 |
| Marquette Asset Management, LLC | History | New | 154 | 2 | 0.0% | — | 96 | +154 | New | Q4 2025 | Jan 16, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 150 | 2 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 143 | 1 | 0.0% | 0.0% | 98 | -10,257 | -98.63% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 117 | 1 | 0.0% | — | 99 | +83 | 244.12% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 84 | 1 | 0.0% | 0.0% | 100 | -16 | -16.0% | Q4 2025 | Feb 10, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 1.37% | — | -281,825 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SOROS FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -102,611 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Goldstone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,732 | -100.0% | Q3 2025 | Oct 17, 2025 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -18,571 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,127 | -100.0% | Q3 2025 | Nov 10, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -882 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 68 | 0 | — | 0.0% | — | -107 | -61.14% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 64 | 0 | — | — | — | +64 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 58 | 0 | — | 0.0% | — | -47 | -44.76% | Q4 2025 | Jan 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q4 2025 | Jan 14, 2026 |
| Allworth Financial LP | History | New | 31 | 0 | — | — | — | +31 | New | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +9 | 900.0% | Q4 2025 | Jan 12, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bay Harbor Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q4 2025 | Feb 02, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q4 2025 | Jan 15, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Avion Wealth | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Center for Financial Planning, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |