Hagerty, Inc. (HGTY) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling HGTY?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for Hagerty, Inc., showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on HGTY?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for Hagerty, Inc..

Is institutional money flowing into HGTY?

64 institutional investors hold Hagerty, Inc. (HGTY). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about HGTY?

Track institutional sentiment and conviction scores for Hagerty, Inc. (HGTY) including Smart Money Verdict and position changes on HoldingsIntel.

Hagerty, Inc.

HGTY·405166109·US·equity·Financial Services - Insurance - Property & Casualty-Activist

CL A COM

HGTY (Hagerty, Inc.) is held by 64 institutional investors as of Q4 2025. Largest holders: STATE FARM MUTUAL AUTOMOBILE INSURANCE CO ($696.2M), Neuberger Berman Group LLC ($111.1M), Polar Capital Holdings Plc ($77.5M). Net institutional sentiment: Mixed.

Holders

Avg rating(2 Elite)

$1B

Total Value

56% (67)

Fund Consensus

30 buying - 24 selling

Smart Money VerdictView all

41Weak MomentumSplit Signals

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See how HGTY's score breaks down across 4 SEC sources

Held by 64 funds

2 elite

Who's Trading

ActivistMARKEL GROUP INC.44.8%Apr 15, 2026

Insider

13F: Dec 31, 2025Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	Unchanged	51.8M	$696.2M	0.5%	-29.20%	0
Neuberger Berman Group LLC	Increased	8.3M(+2.8%)	$111.1M	0.1%	+5.75%	31
Polar Capital Holdings Plc	Decreased	5.8M(-0.9%)	$77.5M	0.3%	+11.17%	0
VANGUARD GROUP INC	Decreased	3.4M(-1.2%)	$45.9M	0.0%	-1.39%	0
MARKEL GROUP INC.	Unchanged	3.1M	$41.8M	0.3%	+13.40%	0
BlackRock, Inc.	Increased	671,924(+3.6%)	$9M	0.0%	+3.11%	29
ROYCE & ASSOCIATES LP	Unchanged	525,000	$7.1M	0.1%	-18.43%	0
GEODE CAPITAL MANAGEMENT, LLC	Decreased	398,144(-1.0%)	$5.4M	0.0%	-2.73%	0
FMR LLC	Decreased	347,773(-30.5%)	$4.7M	0.0%	-9.72%	0
MORGAN STANLEY	Increased	332,819(+43.9%)	$4.5M	0.0%	-11.20%	36
Woodline Partners LP	Decreased	252,530(-8.9%)	$3.4M	0.0%	-9.72%	0
STATE STREET CORP	Increased	230,786(+15.2%)	$3.1M	0.0%	+9.38%	30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	215,830(-0.1%)	$2.9M	0.0%	-0.93%	0
UBS Group AG	Decreased	192,631(-10.9%)	$2.6M	0.0%	+0.14%	0
DIMENSIONAL FUND ADVISORS LP	Increased	181,448(+50.3%)	$2.4M	0.0%	-5.39%	36
Connor, Clark & Lunn Investment Management Ltd.	Decreased	146,228(-9.0%)	$2M	0.0%	+5.62%	0
RAYMOND JAMES FINANCIAL INC	Increased	119,885(+4.6%)	$1.6M	0.0%	+1.77%	27
Trexquant Investment LP	Increased	115,277(+2.6%)	$1.5M	0.0%	-0.94%	26
LPL Financial LLC	Increased	115,039(+3.0%)	$1.5M	0.0%	+20.85%	26
BROWN ADVISORY INC	New	109,000	$1.5M	0.0%	-21.03%	35
NORTHERN TRUST CORP	Decreased	104,020(-1.1%)	$1.4M	0.0%	+0.94%	0
TWO SIGMA INVESTMENTS, LP	Increased	92,689(+34.3%)	$1.2M	0.0%	+2.53%	33
RENAISSANCE TECHNOLOGIES LLC	Decreased	87,968(-25.4%)	$1.2M	0.0%	+11.65%	0
TD ASSET MANAGEMENT INC	Unchanged	87,856	$1.2M	0.0%	-9.72%	0
D. E. Shaw & Co., Inc.	Increased	80,380(+0.1%)	$1.1M	0.0%	+2.78%	25
Swiss National Bank	Increased	79,260(+3.4%)	$1.1M	0.0%	-3.22%	26
TWO SIGMA ADVISERS, LP	Decreased	79,200(-16.7%)	$1.1M	0.0%	+6.96%	0
GOLDMAN SACHS GROUP INC	Increased	56,035(+203.2%)	$753,110	0.0%	-13.87%	40
Vident Advisory, LLC	Decreased	54,931(-8.3%)	$738,273	0.0%	-0.09%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Unchanged	45,216	$607,703	0.0%	+1.47%	0
Bank of New York Mellon Corp	Increased	38,521(+74.7%)	$517,722	0.0%	-7.36%	36
CITADEL ADVISORS LLC	New	38,308	$514,860	0.0%	-21.03%	33
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Unchanged	33,406	$448,977	0.0%	-4.73%	0
JANE STREET GROUP, LLC	New	30,168	$405,458	0.0%	-21.03%	33
ROYAL BANK OF CANADA	Decreased	27,841(-16.5%)	$374,000	0.0%	+6.35%	0
CANADA PENSION PLAN INVESTMENT BOARD	New	27,100	$364,224	0.0%	-21.03%	33
Schonfeld Strategic Advisors LLC	Increased	26,718(+107.0%)	$359,088	0.0%	-15.94%	38
MILLENNIUM MANAGEMENT LLC	New	26,269	$353,055	0.0%	-21.03%	33
BARCLAYS PLC	Decreased	25,333(-0.0%)	$340,475	0.0%	+21.64%	0
Legal & General Group Plc	Decreased	24,803(-16.8%)	$333,352	0.0%	+3.44%	0
AQR CAPITAL MANAGEMENT LLC	New	23,409	$314,617	0.0%	-21.03%	32
HSBC HOLDINGS PLC	Unchanged	21,642	$291,951	0.0%	+30.09%	0
JPMORGAN CHASE & CO	Increased	20,676(+2795.8%)	$277,885	0.0%	-20.24%	26
KLP KAPITALFORVALTNING AS	Increased	16,900(+61.0%)	$227,136	0.0%	-6.18%	33
JANUS HENDERSON GROUP PLC	Unchanged	14,933	$200,625	0.0%	+17.51%	0
Steward Partners Investment Advisory, LLC	Unchanged	13,027	$175,083	0.0%	+11.13%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	11,306	$151,953	0.0%	-21.03%	34
Arizona State Retirement System	Decreased	11,204(-4.3%)	$150,582	0.0%	-9.72%	0
VICTORY CAPITAL MANAGEMENT INC	New	11,103	$149,224	0.0%	-21.03%	31
WCM INVESTMENT MANAGEMENT, LLC	New	10,023	$134,408	0.0%	-21.03%	31
LOS ANGELES CAPITAL MANAGEMENT LLC	New	7,309	$81,788	0.0%	-21.03%	30
Zurcher Kantonalbank (Zurich Cantonalbank)	Unchanged	5,847	$78,584	0.0%	+11.67%	0
DEUTSCHE BANK AG\	Unchanged	4,378	$58,840	0.0%	+6.71%	0
OSAIC HOLDINGS, INC.	Decreased	3,234(-42.8%)	$43,464	0.0%	+2.46%	0
HUNTINGTON NATIONAL BANK	Unchanged	3,102	$41,691	0.0%	-29.96%	0
BNP PARIBAS FINANCIAL MARKETS	Decreased	1,734(-66.2%)	$23,305	0.0%	-4.58%	0
BANK OF AMERICA CORP /DE/	Decreased	928(-18.6%)	$12,472	0.0%	+10.03%	0
WELLS FARGO & COMPANY/MN	Increased	833(+733.0%)	$11,196	0.0%	-18.68%	19
JONES FINANCIAL COMPANIES LLLP	Unchanged	700	$9,408	0.0%	+0.90%	0
CITIGROUP INC	Decreased	625(-74.2%)	$8,400	0.0%	+5.24%	0
Farther Finance Advisors, LLC	New	537	$7,217	0.0%	-21.03%	22
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	155	$2,083	0.0%	-21.03%	17
GROUP ONE TRADING LLC	Decreased	143(-98.6%)	$1,922	0.0%	+1.10%	0
Allworth Financial LP	New	31	$417	0.0%	-21.03%	17
COMERICA BANK	Exited	0(-100.0%)	$10,619	0.0%	+63.00%	0
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$12	0.0%	+14.32%	0
SOROS FUND MANAGEMENT LLC	Exited	0(-100.0%)	$1.2M	0.0%	+14.32%	0

Hagerty, Inc.

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