HAGERTY INC (HGTY) is held by 68 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is STATE FARM MUTUAL AUTOMOBILE INSURANCE CO as of Q1 2026.

Are institutions buying or selling HGTY?

In Q1 2026, 33 institutions opened or increased positions in HAGERTY INC while 26 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on HGTY?

HoldingsIntel scores HAGERTY INC across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 3 of the 4 carrying data for HGTY. In Q1 2026, the institutional leg showed net inflows: 33 buying versus 26 selling.

How many hedge funds hold HGTY?

68 institutional investors report holding HAGERTY INC (HGTY) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HGTY?

As of Q1 2026, tracked institutions in HAGERTY INC show 33 buyers versus 26 sellers — net inflows.

HAGERTY INC

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

Holders

(5 Elite)

$826.6M

Total Value

56% (59)

Consensus

33 buying - 26 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 68 funds

5 elite

Who's Trading

InsiderDMDELANEY KEVIN MSell $38KJul 2, 2026

Activist

MARKEL GROUP INC.44.8%Apr 15, 2026

InsiderHLHarris LaurieSell $61KApr 7, 2026

InsiderKJKuczinski Anthony JBuy $38KMar 12, 2026

InsiderKJKuczinski Anthony JBuy $161KMar 3, 2026

InsiderAKAhn KennethSell $621KJan 26, 2026

InsiderAKAhn KennethSell $628KJan 20, 2026

InsiderAKAhn KennethSell $643KJan 12, 2026

InsiderAKAhn KennethSell $18KJan 9, 2026

ActivistTRT. Rowe Price Investment Management, Inc.5.7%Nov 14, 2025

View all insider trades View all activist filings

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	Unchanged	51.8M	$545.5M	0.4%	-18.23%	0
Neuberger Berman Group LLC	Increased	8.7M(+5.5%)	$91.8M	0.1%	+21.76%	32
Polar Capital Holdings Plc	Increased	6M(+4.0%)	$63.2M	0.2%	+27.83%	37
MARKEL GROUP INC.	Unchanged	3.1M	$32.7M	0.3%	+30.97%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	New	1.9M	$19.7M	0.0%	+15.49%	39
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	1.6M	$17.2M	0.0%	+15.49%	39
BlackRock, Inc.	Increased	690,093(+2.7%)	$7.3M	0.0%	+18.98%	28
ROYCE & ASSOCIATES LP	Unchanged	525,000	$5.5M	0.1%	-5.80%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	418,807(+5.2%)	$4.4M	0.0%	+12.48%	28
UBS Group AG	Increased	345,958(+79.6%)	$3.6M	0.0%	+15.57%	41
MORGAN STANLEY	Decreased	297,152(-10.7%)	$3.1M	0.0%	+2.55%	0
DIMENSIONAL FUND ADVISORS LP	Increased	271,346(+49.5%)	$2.9M	0.0%	+11.25%	36
Woodline Partners LP	Increased	260,544(+3.2%)	$2.7M	0.0%	+4.58%	27
VFVANGUARD FIDUCIARY TRUST CO	New	234,818	$2.5M	0.0%	+15.49%	36
STATE STREET CORP	Increased	233,788(+1.3%)	$2.5M	0.0%	+26.17%	26
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	217,522(+0.8%)	$2.3M	0.0%	+14.42%	26
RENAISSANCE TECHNOLOGIES LLC	Increased	157,668(+79.2%)	$1.7M	0.0%	+22.62%	39
LPL Financial LLC	Increased	141,249(+22.8%)	$1.5M	0.0%	+34.37%	31
RAYMOND JAMES FINANCIAL INC	Increased	125,965(+5.1%)	$1.3M	0.0%	+17.43%	27
Connor, Clark & Lunn Investment Management Ltd.	Decreased	116,034(-20.6%)	$1.2M	0.0%	+21.97%	0