DaveManuel.com · Institutional Ownership · Who Owns It
HAGERTY INC (HGTY)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
127
Reporting holders
$1.1B
Reported value
0.0%
Calls
0.0%
Puts
+9
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $617.5M | 51,800,000 | 0.42% | 19q | HELD |
| NEUBERGER BERMAN GROUP LLC | $113.6M | 9,528,505 | 0.08% | 15q | +9.3%+$9.6M |
| T. Rowe Price Investment Management, Inc. | $72.6M | 6,088,981 | 0.05% | 5q | +8.0%+$5.3M |
| Polar Capital Holdings Plc | $71.5M | 6,000,000 | 0.17% | 17q | HELD |
| Pembroke Management, LTD | $40.6M | 3,405,852 | 2.88% | 7q | +96.0%+$19.9M |
| Markel Group Inc. | $35.9M | 3,108,000 | 0.27% | 13q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $23.0M | 1,928,492 | 0.00% | 2q | +3.3%+$726.2K |
| Greenhaven Road Investment Management, L.P. | $22.2M | 1,865,430 | 14.44% | 17q | -21.3%-$6.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $19.7M | 1,650,329 | 0.00% | 2q | +1.2%+$230.7K |
| Lincoln Capital LLC | $11.6M | 973,651 | 2.07% | 17q | +2.4%+$274.1K |
| BlackRock, Inc. | $8.6M | 718,484 | 0.00% | 8q | +4.1%+$338.4K |
| ROYCE & ASSOCIATES LP | $6.3M | 525,000 | 0.05% | 19q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $5.3M | 446,889 | 0.00% | 18q | +6.7%+$334.9K |
| DIMENSIONAL FUND ADVISORS LP | $4.5M | 374,615 | 0.00% | 9q | +38.1%+$1.2M |
| FIRST TRUST ADVISORS LP | $4.0M | 335,852 | 0.00% | new | NEW |
| SCHOLTZ & COMPANY, LLC | $3.7M | 308,405 | 1.84% | 5q | -5.3%-$203.8K |
| MORGAN STANLEY | $3.7M | 307,146 | 0.00% | 19q | +3.4%+$119.1K |
| Gillson Capital LP | $3.3M | 276,949 | 0.19% | 4q | +37.1%+$893.2K |
| STATE STREET CORP | $3.2M | 264,359 | 0.00% | 18q | +13.1%+$364.4K |
| VANGUARD FIDUCIARY TRUST CO | $2.8M | 238,881 | 0.00% | 2q | +1.7%+$48.4K |
| BROWN ADVISORY INC | $2.6M | 218,000 | 0.00% | 3q | +100.0%+$1.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.6M | 213,947 | 0.00% | 18q | -1.6%-$42.6K |
| Woodline Partners LP | $2.5M | 212,918 | 0.01% | 4q | -18.3%-$567.7K |
| UBS Group AG | $2.5M | 205,591 | 0.00% | 18q | -40.6%-$1.7M |
| Garner Asset Management Corp | $2.1M | 172,825 | 0.67% | new | NEW |
| OXFORD FINANCIAL GROUP, LTD. LLC | $2.0M | 170,000 | 0.10% | 4q | HELD |
| LPL Financial LLC | $1.8M | 152,501 | 0.00% | 15q | +8.0%+$134.1K |
| National Philanthropic Trust | $1.8M | 150,000 | 0.03% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 136,315 | 0.00% | 7q | +8.2%+$123.4K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.6M | 132,055 | 0.02% | 15q | -6.2%-$104.7K |
| PALISADE CAPITAL MANAGEMENT, LP | $1.4M | 118,657 | 0.06% | 4q | +7.2%+$95.6K |
| NORTHERN TRUST CORP | $1.3M | 109,722 | 0.00% | 18q | +4.1%+$51.3K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | $1.2M | 103,300 | 0.18% | 7q | HELD |
| TD Asset Management Inc | $1.2M | 100,184 | 0.00% | 4q | HELD |
| OPPENHEIMER & CO INC | $1.1M | 89,417 | 0.01% | new | NEW |
| Swiss National Bank | $966.2K | 81,060 | 0.00% | 17q | +2.3%+$21.5K |
| RENAISSANCE TECHNOLOGIES LLC | $873.4K | 73,268 | 0.00% | 15q | -53.5%-$1.0M |
| CITADEL ADVISORS LLC | $857.5K incl. $472.0K options CALL+PUT | 32,337 | 0.00% | 14q | +156.5%+$523.2K |
| TWO SIGMA INVESTMENTS, LP | $853.6K | 71,610 | 0.00% | 11q | -21.8%-$238.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $824.0K | 69,127 | 0.00% | 10q | -40.4%-$559.1K |
| Bristlecone Value Partners, LLC | $716.3K | 60,093 | 0.58% | 3q | HELD |
| 17 CAPITAL PARTNERS, LLC | $652.8K | 54,765 | 0.29% | 14q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $651.6K | 54,662 | 0.00% | 17q | +63.6%+$253.4K |
| GOLDMAN SACHS GROUP INC | $618.8K | 51,909 | 0.00% | 17q | +54.6%+$218.6K |
| Trexquant Investment LP | $609.9K | 51,162 | 0.00% | 9q | -21.0%-$161.7K |
| D. E. Shaw & Co., Inc. | $573.7K | 48,129 | 0.00% | 11q | -44.4%-$458.0K |
| AMERICAN CENTURY COMPANIES INC | $552.7K | 46,365 | 0.00% | 2q | +50.0%+$184.2K |
| BANK OF MONTREAL /CAN/ | $552.3K | 46,332 | 0.00% | 2q | +39.0%+$155.0K |
| E. Ohman J:or Asset Management AB | $549.6K | 46,106 | 0.01% | 2q | +1.0%+$5.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $522.9K | 43,868 | 0.00% | 17q | -3.0%-$16.1K |
| Vident Advisory, LLC | $510.4K | 42,815 | 0.00% | 12q | -21.1%-$136.6K |
| Bank of New York Mellon Corp | $464.9K | 39,004 | 0.00% | 7q | -1.8%-$8.7K |
| Schonfeld Strategic Advisors LLC | $447.7K | 37,562 | 0.00% | 4q | +48.1%+$145.5K |
| AQR CAPITAL MANAGEMENT LLC | $434.1K | 36,414 | 0.00% | 3q | +68.0%+$175.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $364.0K | 30,538 | 0.00% | 2q | HELD |
| ROYAL BANK OF CANADA | $329.0K | 27,562 | 0.00% | 19q | HELD |
| Dockside LLC | $309.5K | 25,965 | 0.07% | 3q | HELD |
| BARCLAYS PLC | $305.3K | 25,614 | 0.00% | 14q | +1.1%+$3.3K |
| Meixler Investment Management, Ltd. | $304.3K | 25,525 | 0.17% | 12q | -2.8%-$8.6K |
| Legal & General Group Plc | $304.2K | 25,520 | 0.00% | 17q | +42.1%+$90.1K |
| BANK OF AMERICA CORP /DE/ | $286.3K | 24,020 | 0.00% | new | NEW |
| CAZ INVESTMENTS LP | $268.2K | 22,500 | 0.03% | 18q | +200.0%+$178.8K |
| CANADA PENSION PLAN INVESTMENT BOARD | $267.0K | 22,400 | 0.00% | 3q | -56.0%-$339.7K |
| HSBC HOLDINGS PLC | $257.8K | 21,642 | 0.00% | 12q | HELD |
| Painted Porch Advisors LLC | $222.2K | 18,638 | 0.10% | 9q | HELD |
| KLP KAPITALFORVALTNING AS | $201.4K | 16,900 | 0.00% | 7q | HELD |
| XTX Topco Ltd | $191.2K | 16,040 | 0.00% | 2q | -4.9%-$9.9K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $183.1K | 15,362 | 0.00% | 13q | +162.7%+$113.4K |
| Vanguard Global Advisers, LLC | $182.0K | 15,266 | 0.00% | 2q | HELD |
| Waverly Advisors, LLC | $179.3K | 15,045 | 0.00% | new | NEW |
| Jupiter Topco LLC | $178.2K | 14,933 | 0.00% | new | FIRST |
| Sequoia Financial Advisors, LLC | $169.8K | 14,247 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $169.0K | 14,182 | 0.00% | 3q | -73.0%-$458.0K |
| Steward Partners Investment Advisory, LLC | $160.1K | 13,434 | 0.00% | 19q | HELD |
| Vanguard Investments Australia, Ltd. | $158.3K | 13,277 | 0.00% | 2q | HELD |
| R Squared Ltd | $150.6K | 12,635 | 0.08% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $134.9K | 11,320 | 0.00% | 3q | +1.7%+$2.3K |
| ARIZONA STATE RETIREMENT SYSTEM | $133.0K | 11,155 | 0.00% | 4q | +0.8%+$1.1K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $129.3K | 10,844 | 0.00% | 2q | HELD |
| JANE STREET GROUP, LLC | $126.4K CALL | options only | 0.00% | new | OPTIONS |
| WCM INVESTMENT MANAGEMENT, LLC | $117.9K | 10,023 | 0.00% | 3q | HELD |
| SIMPLEX TRADING, LLC | $62.7K incl. $38.1K options CALL | 2,059 | 0.00% | 7q | +523.9%+$52.6K |
| IFP Advisors, Inc | $36.4K | 3,055 | 0.00% | 5q | HELD |
| MRP Capital Investments, LLC | $35.8K | 3,000 | 0.03% | 2q | -40.0%-$23.8K |
| Ancora Advisors LLC | $28.1K | 2,357 | 0.00% | 7q | -47.4%-$25.3K |
| WELLS FARGO & COMPANY/MN | $19.2K | 1,612 | 0.00% | 5q | +1496.0%+$18.0K |
| DEUTSCHE BANK AG\ | $18.7K | 1,571 | 0.00% | 14q | -64.1%-$33.5K |
| Center for Financial Planning, Inc. | $17.9K | 1,503 | 0.00% | 19q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $17.6K | 1,495 | 0.00% | 7q | +199.0%+$11.7K |
| CITIGROUP INC | $17.5K | 1,471 | 0.00% | 8q | -23.7%-$5.5K |
| EverSource Wealth Advisors, LLC | $17.5K | 1,464 | 0.00% | 10q | -52.3%-$19.2K |
| TRUST CO OF VERMONT | $15.5K | 1,300 | 0.00% | 6q | HELD |
| GW&K Investment Management, LLC | $12.0K | 1,025 | 0.00% | 12q | HELD |
| Geneos Wealth Management Inc. | $11.9K | 1,000 | 0.00% | 11q | HELD |
| Covestor Ltd | $11.0K | 881 | 0.01% | new | NEW |
| FMR LLC | $10.0K | 838 | 0.00% | 13q | +4310.5%+$9.8K |
| JPMORGAN CHASE & CO | $8.7K | 740 | 0.00% | 8q | -70.7%-$21.0K |
| Rockefeller Capital Management L.P. | $8.6K | 720 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $6.6K | 554 | 0.00% | 7q | -59.4%-$9.7K |
| Farther Finance Advisors, LLC | $6.0K | 507 | 0.00% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-06 | 13G/A | Neuberger Berman Group LLCwith 2 co-filers | 11.1% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-11 | 2026-09-09 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-01 | DELANEY KEVIN M | Chief Accounting Officer | Sold | 9,440 | $114.2K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-09 | Hagerty Holding Corp. | 10% owner | Sold | 9,250,000 | $106.1M |
| 2026-09-11 | Hagerty Holding Corp. | 10% owner | Sold | 1,387,500 | $15.9M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 24 | $45.5M | 3,376,912 | 8 | 6 | 6 | 0.0% |
| Q2 2026 | 127 | $1.1B | 93,922,339 | 18 | 46 | 29 | 0.1% |
| Q1 2026 | 118 | $955.7M | 90,708,759 | 16 | 29 | 38 | 0.1% |
| Q4 2025 | 116 | $1.2B | 91,030,505 | 24 | 27 | 29 | 0.0% |
| Q3 2025 | 98 | $1.1B | 89,719,131 | 17 | 37 | 18 | 0.1% |
| Q2 2025 | 90 | $770.4M | 76,108,203 | 16 | 25 | 21 | 0.1% |
| Q1 2025 | 90 | $685.9M | 75,831,784 | 8 | 22 | 25 | 0.1% |
| Q4 2024 | 91 | $726.7M | 75,194,207 | 16 | 26 | 26 | 0.1% |
| Q3 2024 | 80 | $752.0M | 73,919,412 | 12 | 30 | 14 | 0.0% |
| Q2 2024 | 76 | $739.6M | 71,091,166 | 12 | 18 | 18 | 0.0% |
| Q1 2024 | 74 | $640.7M | 70,010,925 | 10 | 25 | 17 | 0.0% |
| Q4 2023 | 74 | $541.5M | 69,401,663 | 10 | 24 | 18 | 0.0% |
| Q3 2023 | 74 | $561.1M | 68,673,504 | 14 | 18 | 18 | 0.0% |
| Q2 2023 | 67 | $740.1M | 69,840,983 | 12 | 24 | 10 | 0.0% |
| Q1 2023 | 62 | $597.6M | 68,350,914 | 8 | 21 | 13 | 4.4% |
| Q4 2022 | 67 | $579.8M | 68,921,690 | 16 | 17 | 14 | 4.4% |
| Q3 2022 | 57 | $630.8M | 70,107,479 | 6 | 21 | 7 | 4.4% |
| Q2 2022 | 63 | $792.6M | 68,922,412 | 19 | 17 | 8 | 4.4% |
| Q1 2022 | 51 | $718.7M | 66,600,810 | 22 | 11 | 9 | 4.5% |
| Q4 2021 | 36 | $938.3M | 66,570,936 | 33 | 0 | 0 | 4.5% |