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 | $546M | 0% | Mar 2026 |
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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 | $33M | 0% | Mar 2026 |
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| Greenhaven Road Investment Management | 2.6M | $35M | -2% | Dec 2025 |
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| Vanguard Capital Management | 1.9M | $20M | 100% | Mar 2026 |
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| Pembroke Management | 1.7M | $18M | -22% | Mar 2026 |
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| Vanguard Portfolio Management | 1.6M | $17M | 100% | Mar 2026 |
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| Lincoln Capital | 951k | $10M | 17% | Mar 2026 |
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| BlackRock | 690k | $7.3M | 3% | Mar 2026 |
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| Royce & Associates | 525k | $5.5M | 0% | Mar 2026 |
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| Geode Capital Management | 419k | $4.4M | 5% | Mar 2026 |
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| FMR | 348k | $4.7M | -31% | Dec 2025 |
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| UBS Group | 346k | $3.6M | 80% | Mar 2026 |
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| Scholtz & Company | 323k | $4.3M | -1% | Dec 2025 |
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| Morgan Stanley | 297k | $3.1M | -11% | Mar 2026 |
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| Dimensional Fund Advisors | 271k | $2.9M | 50% | Mar 2026 |
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| Woodline Partners | 261k | $2.7M | 3% | Mar 2026 |
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| Vanguard Fiduciary Trust | 235k | $2.5M | 100% | Mar 2026 |
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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 | $2.1M | 0% | Mar 2026 |
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| Oxford Financial | 170k | $1.8M | 0% | Mar 2026 |
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| National Philanthropic Trust | 150k | $1.6M | 0% | Mar 2026 |
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| LPL Financial | 141k | $1.5M | 23% | Mar 2026 |
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| Confluence Investment Management | 141k | $1.5M | -28% | Mar 2026 |
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| Raymond James Financial | 120k | $1.6M | 5% | Dec 2025 |
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| Connor, Clark & Lunn Investment Management | 116k | $1.2M | -21% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 109k | $1.1M | 0% | Mar 2026 |
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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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| TD Asset Management | 100k | $1.1M | 14% | Mar 2026 |
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| Two Sigma Investments | 92k | $964k | -1% | Mar 2026 |
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| Renaissance Technologies | 88k | $1.2M | -25% | Dec 2025 |
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| D. E. Shaw & Co | 87k | $911k | 8% | Mar 2026 |
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| Swiss National Bank | 79k | $835k | 0% | Mar 2026 |
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| Trexquant Investment | 65k | $682k | -44% | Mar 2026 |
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| Bristlecone Value Partners | 60k | $633k | 4% | Mar 2026 |
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| Palisade Capital Management | 56k | $756k | -9% | Dec 2025 |
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| Vident Advisory | 55k | $738k | -8% | Dec 2025 |
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| 17 Capital Partners | 55k | $577k | 0% | Mar 2026 |
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| Millennium Management | 53k | $554k | 100% | Mar 2026 |
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| Canada Pension Plan Investment Board | 51k | $536k | 88% | Mar 2026 |
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| E. Ohman J:or Asset Management AB | 46k | $481k | 100% | Mar 2026 |
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| Ubs Global Asset Management Americas | 45k | $476k | 0% | Mar 2026 |
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| Citadel Advisors | 41k | $430k | -33% | Mar 2026 |
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| Bank of New York Mellon | 40k | $418k | 3% | Mar 2026 |
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| Goldman Sachs Group | 34k | $354k | -40% | Mar 2026 |
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| California State Teachers Retirement System | 33k | $352k | 0% | Mar 2026 |
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| Bank Of Montreal | 33k | $351k | 100% | Mar 2026 |
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| Vanguard Asset Management | 31k | $322k | 100% | Mar 2026 |
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| Royal Bank of Canada | 28k | $290k | -17% | Mar 2026 |
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| Meixler Investment Management | 26k | $288k | -10% | Mar 2026 |
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| Schonfeld Strategic Advisors | 25k | $267k | -5% | Mar 2026 |
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| Barclays | 25k | $341k | 0% | Dec 2025 |
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| AQR Capital Management | 22k | $228k | -7% | Mar 2026 |
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| Hsbc Holdings | 22k | $226k | 0% | Mar 2026 |
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| Yorktown Management & Research Company | 20k | $212k | 0% | Mar 2026 |
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| Dockside | 19k | $200k | 100% | Mar 2026 |
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| Painted Porch Advisors | 19k | $251k | 0% | Dec 2025 |
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| Legal & General Group | 18k | $189k | -28% | Mar 2026 |
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| Klp Kapitalforvaltning As | 17k | $178k | 0% | Mar 2026 |
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| Vanguard Global Advisers | 15k | $161k | 100% | Mar 2026 |
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| Henderson Group | 15k | $157k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 13k | $142k | 3% | Mar 2026 |
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| Vanguard Investments Australia | 13k | $140k | 100% | Mar 2026 |
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| Susquehanna International | 11k | $152k | -40% | Dec 2025 |
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| Victory Capital Management | 11k | $149k | 100% | Dec 2025 |
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| Arizona State Retirement System | 11k | $117k | -1% | Mar 2026 |
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| Manufacturers Life Insurance Company | 11k | $115k | 100% | Mar 2026 |
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| WCM Investment Management | 10k | $105k | 0% | Mar 2026 |
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| Caz Investments | 7.5k | $79k | 0% | Mar 2026 |
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| Thomas Stevens, CFA" | 6.7k | $70k | -9% | Mar 2026 |
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| Zurcher Kantonalbank | 5.8k | $62k | 0% | Mar 2026 |
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| MRP Capital Investments | 5.0k | $53k | 100% | Mar 2026 |
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| Ancora Advisors | 4.5k | $47k | 0% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 4.4k | $46k | 0% | Mar 2026 |
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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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| EverSource Wealth Advisors | 3.1k | $32k | 107% | Mar 2026 |
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| IFP Advisors | 3.1k | $32k | -1% | Mar 2026 |
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| Citigroup | 1.9k | $20k | 100% | Mar 2026 |
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| Center for Financial Planning | 1.5k | $16k | 50000% | Mar 2026 |
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| Trust Co Of Vermont | 1.3k | $18k | 0% | Dec 2025 |
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| Jennifer Ranahan | 1.0k | $11k | 0% | Mar 2026 |
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| Quarry | 1.0k | $14k | 100% | Dec 2025 |
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| Geneos Wealth Management | 1.0k | $11k | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 700.00 | $9.4k | 0% | Dec 2025 |
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| Farther Finance Advisors | 508.00 | $5.4k | -5% | Mar 2026 |
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| CWM | 272.00 | $4.0k | 100% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 257.00 | $2.7k | -85% | Mar 2026 |
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| Bare Financial Services | 243.00 | $3.3k | 18% | Dec 2025 |
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| Union Bankshares | 150.00 | $1.6k | 0% | Mar 2026 |
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| Wells Fargo & Company | 101.00 | $1.1k | -88% | Mar 2026 |
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| Signature | 96.00 | $1.0k | 100% | Mar 2026 |
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| Root Financial Partners | 74.00 | $778.998000 | -12% | Mar 2026 |
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| Ronald Blue Trust | 67.00 | $705.999100 | 16% | Mar 2026 |
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| SageView Advisory Group | 64.00 | $860.998400 | 100% | Dec 2025 |
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| MAI Wealth Advisors | 57.00 | $601.002300 | 100% | Mar 2026 |
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| Group One Trading | 43.00 | $453.000700 | -70% | Mar 2026 |
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| GAMMA Investing | 31.00 | $325.999100 | 100% | Mar 2026 |
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| Hanson McClain Advisors | 31.00 | $416.999600 | 100% | Dec 2025 |
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| CVA Family Office | 15.00 | $157.999500 | 100% | Mar 2026 |
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| Rialto Wealth Management | 10.00 | $135.000000 | 900% | Dec 2025 |
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| JFS Wealth Advisors | 9.00 | $95.000400 | -76% | Mar 2026 |
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| Essential Partners | 9.00 | $95.000400 | -47% | Mar 2026 |
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| Parallel Advisors | 9.00 | $95.000400 | -92% | Mar 2026 |
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| Rothschild Investment | 7.00 | $73.999800 | -30% | Mar 2026 |
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| Fortitude Family Office | 6.00 | $63.000000 | 0% | Mar 2026 |
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| Bay Harbor Wealth Management | 3.00 | $30.999900 | -25% | Mar 2026 |
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| Vermillion Wealth Management | 3.00 | $32.000100 | 100% | Mar 2026 |
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| SJS Investment Consulting | 3.00 | $32.000100 | 0% | Mar 2026 |
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| HFM Investment Advisors | 2.00 | $21.000000 | 0% | Mar 2026 |
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| SRS Capital Advisors | 1.00 | $11.000000 | 100% | Mar 2026 |
|
| Keating Financial Advisory Services | 1.00 | $11.000000 | 100% | Mar 2026 |
|
Who sold out of Hagerty?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Two Sigma Advisers | Dec 2025 | 79k | $1.1M |
| Jane Street | Dec 2025 | 30k | $406k |
| EntryPoint Capital | Sep 2025 | 19k | $224k |
| PharVision Advisers | Dec 2025 | 15k | $201k |
| MeadowBrook Investment Advisors | Dec 2025 | 15k | $199k |
| Kingsview Wealth Management | Dec 2025 | 14k | $181k |
| Occudo Quantitative Strategies | Dec 2025 | 13k | $170k |
| Globeflex Capital | Dec 2025 | 9.3k | $126k |
| Brian McDonald | Sep 2025 | 882.00 | $11k |
| Jpmorgan Chase & Co | Sep 2025 | 714.00 | $8.6k |
| Commonwealth Retirement Investments | Dec 2025 | 200.00 | $2.7k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 155.00 | $2.1k |
| Marquette Asset Management | Dec 2025 | 154.00 | $2.1k |
| Tower Research Capital | Sep 2025 | 131.00 | $1.6k |
| Aster Capital Management | Dec 2025 | 68.00 | $914.001600 |
| Efficient Wealth Management | Dec 2025 | 50.00 | $0 |
| Dunhill Financial | Dec 2025 | 1.00 | $11.000000 |