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 | $618M | 0% | Jun 2026 |
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| Neuberger Berman Group | 9.5M | $114M | 9% | Jun 2026 |
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| Polar Capital Holdings | 6.0M | $72M | 0% | Jun 2026 |
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| Markel Corporation | 3.1M | $36M | 0% | Jun 2026 |
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| Vanguard Capital Management | 1.9M | $23M | 3% | Jun 2026 |
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| Greenhaven Road Investment Management | 1.9M | $22M | -21% | Jun 2026 |
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| Pembroke Management | 1.7M | $20M | -2% | Jun 2026 |
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| Vanguard Portfolio Management | 1.7M | $20M | 1% | Jun 2026 |
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| Lincoln Capital | 974k | $12M | 2% | Jun 2026 |
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| BlackRock | 719k | $8.6M | 4% | Jun 2026 |
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| Royce & Associates | 525k | $6.3M | 0% | Jun 2026 |
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| Geode Capital Management | 447k | $5.3M | 7% | Jun 2026 |
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| Dimensional Fund Advisors | 375k | $4.5M | 38% | Jun 2026 |
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| First Trust Advisors | 336k | $4.0M | 100% | Jun 2026 |
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| Scholtz & Company | 308k | $3.7M | -5% | Jun 2026 |
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| Morgan Stanley | 297k | $3.1M | -11% | Mar 2026 |
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| Gillson Capital | 277k | $3.3M | 37% | Jun 2026 |
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| Vanguard Fiduciary Trust | 239k | $2.8M | 2% | Jun 2026 |
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| State Street Corporation | 234k | $2.5M | 1% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 218k | $2.6M | 100% | Jun 2026 |
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| Charles Schwab Investment Management | 214k | $2.6M | -2% | Jun 2026 |
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| Sixth Street Partners Management Company | 214k | $2.6M | 100% | Jun 2026 |
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| Woodline Partners | 213k | $2.5M | -18% | Jun 2026 |
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| UBS Group | 206k | $2.5M | -41% | Jun 2026 |
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| Garner Asset Management Corp | 173k | $2.1M | 100% | Jun 2026 |
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| Oxford Financial | 170k | $2.0M | 0% | Jun 2026 |
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| LPL Financial | 153k | $1.8M | 8% | Jun 2026 |
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| National Philanthropic Trust | 150k | $1.8M | 0% | Jun 2026 |
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| Raymond James Financial | 136k | $1.6M | 8% | Jun 2026 |
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| Confluence Investment Management | 132k | $1.6M | -6% | Jun 2026 |
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| Palisade Capital Management | 119k | $1.4M | 7% | Jun 2026 |
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| Northern Trust | 110k | $1.3M | 4% | Jun 2026 |
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| Gabelli Securities | 103k | $1.2M | 0% | Jun 2026 |
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| TD Asset Management | 100k | $1.2M | 0% | Jun 2026 |
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| Oppenheimer & Co | 89k | $1.1M | 100% | Jun 2026 |
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| Swiss National Bank | 81k | $966k | 2% | Jun 2026 |
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| Renaissance Technologies | 73k | $873k | -54% | Jun 2026 |
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| Citadel Advisors | 72k | $858k | 76% | Jun 2026 |
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| Two Sigma Investments | 72k | $854k | -22% | Jun 2026 |
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| Connor, Clark & Lunn Investment Management | 69k | $824k | -40% | Jun 2026 |
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| Bristlecone Value Partners | 60k | $716k | 0% | Jun 2026 |
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| 17 Capital Partners | 55k | $653k | 0% | Jun 2026 |
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| California State Teachers Retirement System | 55k | $652k | 64% | Jun 2026 |
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| Goldman Sachs Group | 52k | $619k | 55% | Jun 2026 |
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| Trexquant Investment | 51k | $610k | -21% | Jun 2026 |
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| D. E. Shaw & Co | 48k | $574k | -44% | Jun 2026 |
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| American Century Companies | 46k | $553k | 50% | Jun 2026 |
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| E. Ohman J:or Asset Management AB | 46k | $550k | 1% | Jun 2026 |
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| Ubs Global Asset Management Americas | 44k | $523k | -3% | Jun 2026 |
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| Vident Advisory | 43k | $510k | -21% | Jun 2026 |
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| Bank of New York Mellon | 39k | $465k | -2% | Jun 2026 |
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| Schonfeld Strategic Advisors | 38k | $448k | 48% | Jun 2026 |
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| AQR Capital Management | 36k | $434k | 68% | Jun 2026 |
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| Bank Of Montreal | 33k | $351k | 100% | Mar 2026 |
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| Vanguard Asset Management | 31k | $364k | 0% | Jun 2026 |
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| Royal Bank of Canada | 28k | $329k | 0% | Jun 2026 |
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| Dockside | 26k | $310k | 37% | Jun 2026 |
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| Barclays | 26k | $305k | 1% | Jun 2026 |
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| Meixler Investment Management | 26k | $304k | -3% | Jun 2026 |
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| Legal & General Group | 26k | $304k | 42% | Jun 2026 |
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| Bank of America Corporation | 24k | $286k | 100% | Jun 2026 |
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| Canada Pension Plan Investment Board | 22k | $267k | -56% | Jun 2026 |
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| Hsbc Holdings | 22k | $258k | 0% | Jun 2026 |
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| Painted Porch Advisors | 19k | $222k | 0% | Jun 2026 |
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| Klp Kapitalforvaltning As | 17k | $201k | 0% | Jun 2026 |
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| XTX Topco | 16k | $191k | -5% | Jun 2026 |
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| Zurcher Kantonalbank | 15k | $183k | 163% | Jun 2026 |
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| Vanguard Global Advisers | 15k | $182k | 0% | Jun 2026 |
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| Warren Averett Asset Management | 15k | $179k | 100% | Jun 2026 |
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| Jupiter Topco | 15k | $178k | 100% | Jun 2026 |
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| Henderson Group | 15k | $157k | 100% | Mar 2026 |
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| Sequoia Financial Advisors | 14k | $170k | 100% | Jun 2026 |
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| Millennium Management | 14k | $169k | -73% | Jun 2026 |
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| Steward Partners Investment Advisory | 13k | $160k | 0% | Jun 2026 |
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| Vanguard Investments Australia | 13k | $158k | 0% | Jun 2026 |
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| R Squared | 13k | $151k | 100% | Jun 2026 |
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| Victory Capital Management | 11k | $135k | 2% | Jun 2026 |
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| Arizona State Retirement System | 11k | $133k | 1% | Jun 2026 |
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| Manufacturers Life Insurance Company | 11k | $129k | 0% | Jun 2026 |
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| Jane Street | 11k | $126k | 100% | Jun 2026 |
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| WCM Investment Management | 10k | $118k | 0% | Jun 2026 |
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| Caz Investments | 7.5k | $89k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 5.2k | $63k | 100% | Jun 2026 |
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| IFP Advisors | 3.1k | $36k | 0% | Jun 2026 |
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| MRP Capital Investments | 3.0k | $36k | -40% | Jun 2026 |
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| Ancora Advisors | 2.4k | $28k | -47% | Jun 2026 |
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| Simplex Trading | 2.1k | $25k | 524% | Jun 2026 |
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| Citigroup | 1.9k | $20k | 100% | Mar 2026 |
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| Wells Fargo & Company | 1.6k | $19k | 1496% | Jun 2026 |
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| Deutsche Bank Aktiengesellschaft | 1.6k | $19k | -64% | Jun 2026 |
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| Center for Financial Planning | 1.5k | $18k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 1.5k | $18k | 199% | Jun 2026 |
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| EverSource Wealth Advisors | 1.5k | $17k | -52% | Jun 2026 |
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| Trust Co Of Vermont | 1.3k | $16k | 0% | Jun 2026 |
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| Jennifer Ranahan | 1.0k | $12k | 0% | Jun 2026 |
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| Geneos Wealth Management | 1.0k | $12k | 0% | Jun 2026 |
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| Covestor | 881.00 | $11k | 100% | Jun 2026 |
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| FMR | 838.00 | $10k | 4311% | Jun 2026 |
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| Mercer Global Advisors | 793.00 | $9.5k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 740.00 | $8.7k | 100% | Jun 2026 |
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| Rockefeller Capital Management | 720.00 | $8.6k | 100% | Jun 2026 |
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| Advisor Group Holdings | 554.00 | $6.6k | -59% | Jun 2026 |
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| Farther Finance Advisors | 507.00 | $6.0k | 0% | Jun 2026 |
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| SRS Capital Advisors | 441.00 | $5.3k | 44000% | Jun 2026 |
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| Tower Research Capital | 400.00 | $4.8k | -24% | Jun 2026 |
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| Essential Partners | 342.00 | $4.1k | 3700% | Jun 2026 |
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| CWM | 315.00 | $3.3k | 16% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 238.00 | $2.8k | -7% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 193.00 | $2.3k | 100% | Jun 2026 |
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| Union Bankshares | 150.00 | $1.8k | 0% | Jun 2026 |
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| Bare Financial Services | 150.00 | $1.8k | 0% | Jun 2026 |
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| Parallel Advisors | 132.00 | $1.6k | 1367% | Jun 2026 |
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| SJS Investment Consulting | 121.00 | $1.4k | 3933% | Jun 2026 |
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| Hanson McClain Advisors | 102.00 | $1.2k | -14% | Jun 2026 |
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| Signature | 96.00 | $1.1k | 0% | Jun 2026 |
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| Quarry | 77.00 | $918.001700 | 100% | Jun 2026 |
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| Action Point Financial Planning | 72.00 | $858.240000 | 100% | Jun 2026 |
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| Rialto Wealth Management | 56.00 | $668.001600 | 2700% | Jun 2026 |
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| CVA Family Office | 56.00 | $668.001600 | 273% | Jun 2026 |
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| GAMMA Investing | 31.00 | $370.000500 | 0% | Jun 2026 |
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| Keating Financial Advisory Services | 26.00 | $310.000600 | 2500% | Jun 2026 |
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| Fortitude Family Office | 24.00 | $286.000800 | 300% | Jun 2026 |
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| Hartland & Co | 13.00 | $156.000000 | 100% | Jun 2026 |
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| Creative Capital Management Investments | 12.00 | $143.000400 | 100% | Jun 2026 |
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| JFS Wealth Advisors | 9.00 | $108.000000 | 0% | Jun 2026 |
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| HFM Investment Advisors | 6.00 | $72.000000 | 200% | Jun 2026 |
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| Bay Harbor Wealth Management | 3.00 | $36.000000 | 0% | Jun 2026 |
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| LRI Investments | 3.00 | $36.000000 | 100% | Jun 2026 |
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| Navigoe | 3.00 | $0 | 100% | Jun 2026 |
|
| DecisionPoint Financial | 2.00 | $25.000000 | 100% | Jun 2026 |
|
| Rothschild Investment | 2.00 | $24.000000 | -71% | Jun 2026 |
|
Who sold out of Hagerty?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| JT Stratford | Mar 2026 | 38k | $401k |
| Yorktown Management & Research Company | Mar 2026 | 20k | $212k |
| Kingsview Wealth Management | Dec 2025 | 14k | $181k |
| Thomas Stevens, CFA" | Mar 2026 | 6.7k | $70k |
| Root Financial Partners | Mar 2026 | 74.00 | $778.998000 |
| Ronald Blue Trust | Mar 2026 | 67.00 | $705.999100 |
| SageView Advisory Group | Dec 2025 | 64.00 | $860.998400 |
| MAI Wealth Advisors | Mar 2026 | 57.00 | $601.002300 |
| Group One Trading | Mar 2026 | 43.00 | $453.000700 |
| Vermillion Wealth Management | Mar 2026 | 3.00 | $32.000100 |