Who Owns Hagerty, Inc. (HGTY)?Hedge Fund & Institutional Holders

$10.39+0.16 (+1.56%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

1.6280144504613474e+268%

QoQ Change in Holders

+11 / -5

Price History

$8.34$9.71$11.08$12.45$13.82Aug 24Jun 25Mar 26

HGTY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
MARKEL GROUP INC.New Position+3.1M+$41.0B
Neuberger Berman Group LLCIncreased+222K+$13.1B
BROWN ADVISORY INCNew Position+109K+$1.0B
Meixler Investment Management, Ltd.New Position+29K+$391.0M
KLP KAPITALFORVALTNING ASNew Position+17K+$227.0M
MeadowBrook Investment Advisors LLCNew Position+15K+$198.0M
OCCUDO QUANTITATIVE STRATEGIES LPNew Position+13K+$170.0M
TWO SIGMA INVESTMENTS, LPIncreased+24K+$168.7M
Arizona State Retirement SystemNew Position+11K+$150.0M
WCM INVESTMENT MANAGEMENT, LLCNew Position+10K+$134.0M
Swiss National BankIncreased+3K+$77.0M
D. E. Shaw & Co., Inc.Increased+101+$33.4M
Pembroke Management, LTDNew Position+2.2M+$29.9M
TRUST CO OF VERMONTNew Position+1K+$17.0M
Geneos Wealth Management Inc.New Position+1K+$13.0M

HGTY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Garner Asset Management CorpClosed Position-282K-$3.4B
SOROS FUND MANAGEMENT LLCClosed Position-103K-$1.2B
Connor, Clark & Lunn Investment Management Ltd.Decreased-14K-$933.8M
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-247-$601.6M
RENAISSANCE TECHNOLOGIES LLCDecreased-30K-$420.3M
ROYAL BANK OF CANADADecreased-6K-$402.0M
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-56K-$395.5M
Legal & General Group PlcDecreased-5K-$359.1M
Woodline Partners LPDecreased-25K-$338.9M
BARCLAYS PLCDecreased-4-$305.1M
Corton Capital Inc.Closed Position-24K-$290.9M
NORTHERN TRUST CORPDecreased-1K-$265.9M
Painted Porch Advisors LLCClosed Position-19K-$224.4M
EntryPoint Capital, LLCClosed Position-19K-$223.6M
TWO SIGMA ADVISERS, LPDecreased-16K-$145.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1STATE FARM MUTUAL AUTOMOBILE INSURANCE CO51,800,000$696.2B546.78%Share
2Neuberger Berman Group LLC8,205,326$110.0B81.88%Share
3Polar Capital Holdings Plc5,767,416$77.0B297.56%Share
4MARKEL GROUP INC.3,108,000$41.0B326.85%Share
5ROYCE & ASSOCIATES LP525,000$7.1B71.55%Share
6SCHOLTZ & COMPANY, LLC323,315$4.3B1.89%Share
7FMR LLC347,773$4.0B0.20%Share
8Woodline Partners LP252,530$3.0B11.62%Share
9OXFORD FINANCIAL GROUP, LTD. LLC170,000$2.3B0.13%Share
10CONFLUENCE INVESTMENT MANAGEMENT LLC165,602$2.2B33.34%Share
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC215,830$2.0B0.31%Share
12UBS Group AG100,570$1.4B0.22%Share
13UBS Group AG92,049$1.2B0.20%Share
14D. E. Shaw & Co., Inc.80,380$1.0B0.55%Share
15DIMENSIONAL FUND ADVISORS LP147,279$1.0B0.21%Share
16NORTHERN TRUST CORP86,391$1.0B0.13%Share
17TWO SIGMA ADVISERS, LP79,200$1.0B1.94%Share
18RAYMOND JAMES FINANCIAL INC87,235$1.0B0.31%Share
19RENAISSANCE TECHNOLOGIES LLC87,968$1.0B1.55%Share
20Swiss National Bank79,260$1.0B0.60%Share
21Connor, Clark & Lunn Investment Management Ltd.146,228$1.0B2.62%Share
22TD ASSET MANAGEMENT INC87,856$1.0B0.80%Share
23TWO SIGMA INVESTMENTS, LP92,689$1.0B1.41%Share
24BROWN ADVISORY INC109,000$1.0B1.40%Share
25PALISADE CAPITAL MANAGEMENT, LP56,271$756.0M0.02%Share
2617 CAPITAL PARTNERS, LLC55,000$739.0M0.38%Share
27Meixler Investment Management, Ltd.29,100$391.0M0.24%Share
28CONFLUENCE INVESTMENT MANAGEMENT LLC26,835$360.0M5.39%Share
29HSBC HOLDINGS PLC21,640$291.0M0.17%Share
30KLP KAPITALFORVALTNING AS16,900$227.0M0.88%Share
31MeadowBrook Investment Advisors LLC14,790$198.0M0.17%Share
32OCCUDO QUANTITATIVE STRATEGIES LP12,649$170.0M0.01%Share
33Arizona State Retirement System11,204$150.0M0.82%Share
34WCM INVESTMENT MANAGEMENT, LLC10,023$134.0M0.28%Share
35GLOBEFLEX CAPITAL L P9,344$125.0M0.02%Share
36Zurcher Kantonalbank (Zurich Cantonalbank)5,847$78.0M0.17%Share
37CONFLUENCE INVESTMENT MANAGEMENT LLC4,483$60.0M0.90%Share
38VANGUARD GROUP INC3,132,366$42.0M0.61%Share
39Greenhaven Road Investment Management, L.P.2,616,654$35.2M5.92%Share
40Pembroke Management, LTD2,226,961$29.9M3.09%Share
41TRUST CO OF VERMONT1,300$17.0M0.00%Share
42T. Rowe Price Investment Management, Inc.1,141,314$15.3M0.02%Share
43Geneos Wealth Management Inc.1,000$13.0M0.00%Share
44Quarry LP1,009$13.0M0.00%Share
45Lincoln Capital LLC812,858$10.9M1.98%Share
46BlackRock, Inc.617,882$8.0M0.14%Share
47Farther Finance Advisors, LLC537$7.0M0.07%Share
48MORGAN STANLEY279,400$3.0M0.00%Share
49STATE STREET CORP230,786$3.0M0.00%Share
50VANGUARD GROUP INC224,295$3.0M0.04%Share

HGTY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025112$966.6B+35
Q3 202577$839.7B+4
Q2 202573$637.5B-13
Q1 202586$644.2B+4
Q4 202482$661.2B+16
Q3 202466$3.2T+6
Q2 202460$1.9T-1
Q1 202461$971.0B—

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As of Q4 2025, 50 institutional investors hold HGTY (Hagerty, Inc.). The largest holder is STATE FARM MUTUAL AUTOMOBILE INSURANCE CO with $696.2B in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own HGTY?

As of Q4 2025, 50 institutional investors report holding HGTY (Hagerty, Inc.) in their 13F filings.

Who is the largest institutional holder of HGTY?

The largest institutional holder of HGTY is STATE FARM MUTUAL AUTOMOBILE INSURANCE CO with $696.2B in shares.

Is institutional ownership of HGTY increasing or decreasing?

This quarter, 11 institutions opened new positions in HGTY and 5 closed their positions.