Who owns HAGERTY INC?
- Ticker: HGTY
- CUSIP Number: 405166109
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Analyze quarterly positions in Hagerty with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Hagerty stock
Who bought or sold HAGERTY INC this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Company | 52M | $696M | 0% | Dec 2025 |
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| Neuberger Berman Group | 8.3M | $111M | 3% | Dec 2025 |
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| Polar Capital Holdings | 5.8M | $78M | -1% | Dec 2025 |
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| T. Rowe Price Investment Management | 5.2M | $69M | -1% | Dec 2025 |
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| Vanguard Group | 3.4M | $46M | -1% | Dec 2025 |
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| Markel Corporation | 3.1M | $42M | 0% | Dec 2025 |
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| Greenhaven Road Investment Management | 2.6M | $35M | -2% | Dec 2025 |
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| Pembroke Management | 2.2M | $30M | -2% | Dec 2025 |
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| Lincoln Capital | 813k | $11M | 3% | Dec 2025 |
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| BlackRock | 672k | $9.0M | 4% | Dec 2025 |
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| Royce & Associates | 525k | $7.1M | 0% | Dec 2025 |
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| FMR | 501k | $6.0M | 1924796% | Sep 2025 |
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| Geode Capital Management | 398k | $5.4M | -1% | Dec 2025 |
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| Scholtz & Company | 323k | $4.3M | -1% | Dec 2025 |
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| Woodline Partners | 253k | $3.4M | -9% | Dec 2025 |
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| State Street Corporation | 231k | $3.1M | 15% | Dec 2025 |
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| Charles Schwab Investment Management | 216k | $2.9M | 0% | Dec 2025 |
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| Gillson Capital | 202k | $2.7M | 15% | Dec 2025 |
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| Confluence Investment Management | 197k | $2.6M | -22% | Dec 2025 |
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| UBS Group | 193k | $2.6M | -11% | Dec 2025 |
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| Dimensional Fund Advisors | 181k | $2.4M | 50% | Dec 2025 |
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| Oxford Financial | 170k | $2.3M | 0% | Dec 2025 |
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| Connor, Clark & Lunn Investment Management | 146k | $2.0M | -9% | Dec 2025 |
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| Raymond James Financial | 120k | $1.6M | 5% | Dec 2025 |
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| Trexquant Investment | 115k | $1.5M | 3% | Dec 2025 |
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| LPL Financial | 115k | $1.5M | 3% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 109k | $1.5M | 100% | Dec 2025 |
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| Northern Trust | 104k | $1.4M | -1% | Dec 2025 |
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| Gabelli Securities | 103k | $1.4M | 0% | Dec 2025 |
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| Two Sigma Advisers | 95k | $1.1M | -27% | Sep 2025 |
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| Renaissance Technologies | 88k | $1.2M | -25% | Dec 2025 |
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| TD Asset Management | 88k | $1.2M | 0% | Dec 2025 |
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| D. E. Shaw & Co | 80k | $967k | 36% | Sep 2025 |
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| Swiss National Bank | 79k | $1.1M | 3% | Dec 2025 |
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| Two Sigma Investments | 69k | $831k | -20% | Sep 2025 |
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| Palisade Capital Management | 62k | $747k | 100% | Sep 2025 |
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| Bristlecone Value Partners | 58k | $779k | 100% | Dec 2025 |
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| Goldman Sachs Group | 56k | $753k | 203% | Dec 2025 |
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| 17 Capital Partners | 55k | $739k | 0% | Dec 2025 |
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| Vident Advisory | 55k | $738k | -8% | Dec 2025 |
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| Citadel Advisors | 53k | $633k | -66% | Sep 2025 |
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| Ubs Global Asset Management Americas | 45k | $608k | 0% | Dec 2025 |
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| Bank of New York Mellon | 39k | $518k | 75% | Dec 2025 |
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| California State Teachers Retirement System | 33k | $449k | 0% | Dec 2025 |
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| Royal Bank of Canada | 33k | $402k | 22% | Sep 2025 |
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| Jane Street | 30k | $406k | 100% | Dec 2025 |
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| Meixler Investment Management | 29k | $391k | 0% | Dec 2025 |
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| Schonfeld Strategic Advisors | 27k | $359k | 107% | Dec 2025 |
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| Barclays | 25k | $341k | 0% | Dec 2025 |
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| Legal & General Group | 25k | $333k | -17% | Dec 2025 |
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| Corton Capital | 24k | $291k | -11% | Sep 2025 |
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| Hsbc Holdings | 22k | $256k | -13% | Sep 2025 |
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| Yorktown Management & Research Company | 20k | $270k | 100% | Dec 2025 |
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| Painted Porch Advisors | 19k | $224k | 0% | Sep 2025 |
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| Klp Kapitalforvaltning As | 17k | $227k | 61% | Dec 2025 |
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| PharVision Advisers | 15k | $201k | 100% | Dec 2025 |
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| Henderson Group | 15k | $180k | 100% | Sep 2025 |
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| MeadowBrook Investment Advisors | 15k | $199k | 0% | Dec 2025 |
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| Kingsview Wealth Management | 14k | $181k | 2% | Dec 2025 |
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| Steward Partners Investment Advisory | 13k | $175k | 0% | Dec 2025 |
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| Occudo Quantitative Strategies | 13k | $170k | 100% | Dec 2025 |
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| Susquehanna International | 11k | $152k | -40% | Dec 2025 |
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| Arizona State Retirement System | 11k | $151k | -4% | Dec 2025 |
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| Victory Capital Management | 11k | $149k | 100% | Dec 2025 |
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| WCM Investment Management | 10k | $134k | 100% | Dec 2025 |
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| Globeflex Capital | 9.3k | $126k | 0% | Dec 2025 |
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| Caz Investments | 7.5k | $101k | -25% | Dec 2025 |
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| Thomas Stevens, CFA" | 7.3k | $82k | 100% | Dec 2025 |
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| Zurcher Kantonalbank | 5.8k | $79k | 0% | Dec 2025 |
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| Ancora Advisors | 4.5k | $60k | 0% | Dec 2025 |
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| Deutsche Bank Aktiengesellschaft | 4.4k | $59k | 0% | Dec 2025 |
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| Advisor Group Holdings | 3.2k | $44k | -43% | Dec 2025 |
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| Huntington National Bank | 3.1k | $42k | 0% | Dec 2025 |
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| IFP Advisors | 3.1k | $42k | 1% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 1.7k | $23k | -66% | Dec 2025 |
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| EverSource Wealth Advisors | 1.5k | $20k | 2% | Dec 2025 |
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| Trust Co Of Vermont | 1.3k | $18k | 0% | Dec 2025 |
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| Jennifer Ranahan | 1.0k | $14k | 0% | Dec 2025 |
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| Quarry | 1.0k | $14k | 100% | Dec 2025 |
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| Geneos Wealth Management | 1.0k | $13k | 0% | Dec 2025 |
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| Wells Fargo & Company | 833.00 | $11k | 733% | Dec 2025 |
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| Jpmorgan Chase & Co | 714.00 | $8.6k | 100% | Sep 2025 |
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| Jones Financial Companies, L.L | 700.00 | $9.4k | 0% | Dec 2025 |
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| Farther Finance Advisors | 537.00 | $7.2k | 100% | Dec 2025 |
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| CWM | 272.00 | $4.0k | 100% | Dec 2025 |
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| Bare Financial Services | 243.00 | $3.3k | 18% | Dec 2025 |
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| Commonwealth Retirement Investments | 200.00 | $2.7k | 100% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 155.00 | $2.1k | 100% | Dec 2025 |
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| Marquette Asset Management | 154.00 | $2.1k | 100% | Dec 2025 |
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| Union Bankshares | 150.00 | $2.0k | 0% | Dec 2025 |
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| Group One Trading | 143.00 | $1.9k | -99% | Dec 2025 |
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| Parallel Advisors | 117.00 | $1.6k | 244% | Dec 2025 |
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| Root Financial Partners | 84.00 | $1.1k | -16% | Dec 2025 |
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| Aster Capital Management | 68.00 | $914.001600 | -61% | Dec 2025 |
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| SageView Advisory Group | 64.00 | $860.998400 | 100% | Dec 2025 |
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| Ronald Blue Trust | 58.00 | $780.001400 | -45% | Dec 2025 |
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| Efficient Wealth Management | 50.00 | $0 | 0% | Dec 2025 |
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| JFS Wealth Advisors | 37.00 | $498.001500 | 100% | Dec 2025 |
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| Hanson McClain Advisors | 31.00 | $416.999600 | 100% | Dec 2025 |
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| Hemington Wealth Management | 28.00 | $0 | 180% | Sep 2025 |
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| Rialto Wealth Management | 10.00 | $135.000000 | 900% | Dec 2025 |
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| Rothschild Investment | 10.00 | $134.000000 | 100% | Dec 2025 |
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| Fortitude Family Office | 6.00 | $81.000000 | -14% | Dec 2025 |
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| Bay Harbor Wealth Management | 4.00 | $53.000000 | 33% | Dec 2025 |
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| Center for Financial Planning | 3.00 | $41.000100 | 0% | Dec 2025 |
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| SJS Investment Consulting | 3.00 | $41.000100 | 0% | Dec 2025 |
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| HFM Investment Advisors | 2.00 | $27.000000 | 0% | Dec 2025 |
|
| Dunhill Financial | 1.00 | $11.000000 | 100% | Dec 2025 |
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Who sold out of Hagerty?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Garner Asset Management Corp | Sep 2025 | 282k | $3.4M |
| Soros Fund Management | Sep 2025 | 103k | $1.2M |
| Millennium Management | Jun 2025 | 37k | $378k |
| Goldstone Financial Group | Sep 2025 | 19k | $226k |
| EntryPoint Capital | Sep 2025 | 19k | $224k |
| Hartland & Co | Sep 2025 | 1.1k | $14k |
| Brian McDonald | Sep 2025 | 882.00 | $11k |
| Tower Research Capital | Sep 2025 | 131.00 | $1.6k |
| Cloud Capital Management | Sep 2025 | 2.00 | $0 |
| Sontag Advisory | Sep 2025 | 1.00 | $12.000000 |