HGTYHAGERTY INC
CUSIP 405166109 · Yahoo Finance ↗ · Google Finance ↗
Hagerty Inc (HGTY) has 114 institutional holders in Filings Flow’s 13F database, together reporting 90.59M shares worth $893M as of Q1 2026. The largest reported holders are State Farm Mutual Automobile Insurance Co, Neuberger Berman Group LLC, and Polar Capital Holdings PLC.
Institutional Holders
114
Q1 2026
Reported Value
$893M
Ticker
HGTY
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Greenhaven Road Investment Management, L.P.$145M AUM | 17.17% | $25M | 2.37M | Q1 2026OLDER |
| Pembroke Management, LTD$691M AUM | 2.65% | $18M | 1.74M | Q1 2026OLDER |
| Lincoln Capital LLC$562M AUM | 2.07% | $12M | 973.7K | Q2 2026 |
| SCHOLTZ & COMPANY, LLC$195M AUM | 1.75% | $3M | 325.5K | Q1 2026OLDER |
| Garner Asset Management Corp$255M AUM | 1.37% | $3M | 281.8K | Q3 2025OLDER |
| Bristlecone Value Partners, LLC$114M AUM | 0.56% | $632,779 | 60.1K | Q1 2026OLDER |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$126.9B AUM | 0.43% | $545M | 51.80M | Q1 2026OLDER |
| 17 CAPITAL PARTNERS, LLC$194M AUM | 0.30% | $576,675 | 54.8K | Q1 2026OLDER |
| MARKEL GROUP INC.$11.9B AUM | 0.27% | $33M | 3.11M | Q1 2026OLDER |
| Polar Capital Holdings Plc$28.2B AUM | 0.22% | $63M | 6.00M | Q1 2026OLDER |
| Yorktown Management & Research Co Inc$120M AUM | 0.18% | $211,653 | 20.1K | Q1 2026OLDER |
| MeadowBrook Investment Advisors LLC$113M AUM | 0.17% | $198,778 | 14.8K | Q4 2025OLDER |
| GABELLI & Co INVESTMENT ADVISERS, INC.$674M AUM | 0.16% | $1M | 103.3K | Q1 2026OLDER |
| Meixler Investment Management, Ltd.$186M AUM | 0.15% | $287,963 | 26.3K | Q1 2026OLDER |
| OXFORD FINANCIAL GROUP, LTD. LLC$1.9B AUM | 0.10% | $2M | 170.0K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.09% | $196,258 | 18.6K | Q1 2026OLDER |
| EntryPoint Capital, LLC$341M AUM | 0.09% | $223,595 | 18.6K | Q3 2025OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.07% | $92M | 8.72M | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.05% | $6M | 525.0K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.05% | $401,319 | 38.1K | Q1 2026OLDER |
| Dockside LLC$397M AUM | 0.05% | $200,059 | 19.0K | Q1 2026OLDER |
| MRP Capital Investments, LLC$115M AUM | 0.05% | $52,650 | 5.0K | Q1 2026OLDER |
| T. Rowe Price Investment Management, Inc.$145M AUM | 0.04% | $59,395 | 5.64M | Q1 2026OLDER |
| PALISADE CAPITAL MANAGEMENT, LP$3.0B AUM | 0.04% | $1M | 110.6K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.03% | $225,533 | 18.7K | Q3 2025OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.02% | $2M | 132.1K | Q2 2026 |
| GLOBEFLEX CAPITAL L P$661M AUM | 0.02% | $125,583 | 9.3K | Q4 2025OLDER |
| SOROS FUND MANAGEMENT LLC$9.1B AUM | 0.02% | $1M | 102.6K | Q3 2025OLDER |
| E. Ohman J:or Asset Management AB$3.8B AUM | 0.01% | $480,558 | 45.6K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.01% | $170,003 | 12.6K | Q4 2025OLDER |
| Woodline Partners LP$26.4B AUM | 0.01% | $3M | 260.5K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.00% | $681,607 | 64.7K | Q1 2026OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.00% | $571,484 | 54.3K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $177,631 | 16.9K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $1M | 116.0K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $180,889 | 13.5K | Q4 2025OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 157.7K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $13,561 | 1.0K | Q4 2025OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.00% | $1M | 109.0K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $267,018 | 25.4K | Q1 2026OLDER |
| Center for Financial Planning, Inc.$958M AUM | 0.00% | $15,827 | 1.5K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $47,206 | 4.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $32,348 | 3.1K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $17M | 1.63M | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.00% | $2,688 | 200 | Q4 2025OLDER |
| TD ASSET MANAGEMENT INC$123.2B AUM | 0.00% | $1M | 100.2K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $964,358 | 91.6K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $17,472 | 1.3K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $141,460 | 13.4K | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $177,957 | 16.9K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $116,472 | 11.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $32,243 | 3.1K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $46M | 3.42M | Q4 2025OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $2M | 234.8K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $3M | 271.3K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $911,414 | 86.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4M | 346.0K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $20M | 1.87M | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $834,608 | 79.3K | Q1 2026OLDER |
| Bare Financial Services, Inc$378M AUM | 0.00% | $1,579 | 150 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 126.0K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $139,807 | 13.3K | Q1 2026OLDER |
| Aster Capital Management (DIFC) Ltd$306M AUM | 0.00% | $914 | 68 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 141.2K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $351,765 | 33.4K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $2M | 217.5K | Q1 2026OLDER |
| CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM | 0.00% | $535,977 | 50.9K | Q1 2026OLDER |
| Marquette Asset Management, LLC$779M AUM | 0.00% | $2,070 | 154 | Q4 2025OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $321,565 | 30.5K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $70,214 | 6.7K | Q1 2026OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $4M | 418.8K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 332.8K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $41,691 | 3.1K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $10,530 | 1.0K | Q1 2026OLDER |
| WCM INVESTMENT MANAGEMENT, LLC$43.8B AUM | 0.00% | $105,041 | 10.0K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $553,962 | 52.6K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $13,570 | 1.1K | Q3 2025OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $325,524 | 30.9K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 105.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $5,507 | 523 | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $61,569 | 5.8K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $350,986 | 33.3K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $7M | 690.1K | Q1 2026OLDER |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $226,375 | 21.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $228,237 | 21.7K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $476,124 | 45.2K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $114,577 | 10.9K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $160,751 | 15.3K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $2M | 233.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $418,357 | 39.7K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $157,319 | 14.9K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $117,199 | 11.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $429,708 | 40.8K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $266,756 | 25.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $405,458 | 30.2K | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $5,415 | 508 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $290,000 | 27.6K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $189,161 | 18.0K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $353,461 | 33.6K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $10,619 | 882 | Q3 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $779 | 74 | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.00% | $1,580 | 150 | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $861 | 64 | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $14,383 | 1.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $151,953 | 11.3K | Q4 2025OLDER |
| CVA Family Office, LLC$950M AUM | 0.00% | $158 | 15 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,011 | 96 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $46,100 | 4.4K | Q1 2026OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.00% | $63 | 6 | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $370 | 31 | Q2 2026 |
| Vermillion Wealth Management, Inc.$255M AUM | 0.00% | $32 | 3 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $3,317 | 315 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $20,312 | 1.9K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $706 | 67 | Q1 2026OLDER |
| HFM Investment Advisors, LLC$260M AUM | 0.00% | $21 | 2 | Q1 2026OLDER |
| Bay Harbor Wealth Management, LLC$386M AUM | 0.00% | $31 | 3 | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $95 | 9 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $1,243 | 118 | Q1 2026OLDER |
| Rialto Wealth Management, LLC$445M AUM | 0.00% | $22 | 2 | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $32 | 3 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $74 | 7 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $601 | 57 | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $11 | 1 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $5,195 | 500 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $3,474 | 330 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $95 | 9 | Q2 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $26,430 | 2.5K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2,083 | 155 | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2,706 | 257 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $12,472 | 928 | Q4 2025OLDER |
| GROUP ONE TRADING LLC$52.2B AUM | 0.00% | $453 | 43 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $11 | 1 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1,058 | 101 | Q2 2026 |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $12 | 1 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $200 | 19 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.