HGTY

Hagerty, Inc.
$10.28+0.49 (+5.01%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Shares Held

5.180000082053266e+278B

Total Value

$6.9619211000077e+190T

% of Float

1.6280144504613472e+281%

Price History

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

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1STATE FARM MUTUAL AUTOMOBILE INSURANCE CO51,800,000$696.2M0.55%Share
2Neuberger Berman Group LLC8,205,326$110.0M0.08%Share
3Polar Capital Holdings Plc5,767,416$77.0M0.30%Share
4VANGUARD GROUP INC3,132,366$42.1M0.00%Share
5MARKEL GROUP INC.3,108,000$41.0M0.33%Share
6Greenhaven Road Investment Management, L.P.2,616,654$35.2M5.92%Share
7Pembroke Management, LTD2,226,961$29.9M3.09%Share
8T. Rowe Price Investment Management, Inc.1,141,314$15.3M0.02%Share
9Lincoln Capital LLC812,858$10.9M1.98%Share
10BlackRock, Inc.617,882$8.0M0.00%Share
11ROYCE & ASSOCIATES LP525,000$7.1M0.07%Share
12SCHOLTZ & COMPANY, LLC323,315$4.3M1.89%Share
13FMR LLC347,773$4.0M0.00%Share
14GEODE CAPITAL MANAGEMENT, LLC320,523$4.0M0.00%Share
15VANGUARD GROUP INC224,295$3.0M0.00%Share
16MORGAN STANLEY279,400$3.0M0.00%Share
17STATE STREET CORP230,786$3.0M0.00%Share
18Woodline Partners LP252,530$3.0M0.01%Share
19Gillson Capital LP202,012$2.7M0.18%Share
20OXFORD FINANCIAL GROUP, LTD. LLC170,000$2.3M0.13%Share
21CONFLUENCE INVESTMENT MANAGEMENT LLC165,602$2.2M0.03%Share
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC215,830$2.0M0.00%Share
23Trexquant Investment LP115,277$1.5M0.01%Share
24GABELLI & Co INVESTMENT ADVISERS, INC.103,300$1.4M0.21%Share
25UBS Group AG100,570$1.4M0.00%Share
26UBS Group AG92,049$1.2M0.00%Share
27D. E. Shaw & Co., Inc.80,380$1.0M0.00%Share
28NORTHERN TRUST CORP86,391$1.0M0.00%Share
29TD ASSET MANAGEMENT INC87,856$1.0M0.00%Share
30LPL Financial LLC115,039$1.0M0.00%Share
31Connor, Clark & Lunn Investment Management Ltd.146,228$1.0M0.00%Share
32RAYMOND JAMES FINANCIAL INC87,235$1.0M0.00%Share
33Swiss National Bank79,260$1.0M0.00%Share
34GEODE CAPITAL MANAGEMENT, LLC77,621$1.0M0.00%Share
35BROWN ADVISORY INC109,000$1.0M0.00%Share
36DIMENSIONAL FUND ADVISORS LP147,279$1.0M0.00%Share
37RENAISSANCE TECHNOLOGIES LLC87,968$1.0M0.00%Share
38TWO SIGMA ADVISERS, LP79,200$1.0M0.00%Share
39TWO SIGMA INVESTMENTS, LP92,689$1.0M0.00%Share
40Bristlecone Value Partners, LLC57,965$779K0.90%Share
41PALISADE CAPITAL MANAGEMENT, LP56,271$756K0.02%Share
4217 CAPITAL PARTNERS, LLC55,000$739K0.38%Share
43VANGUARD GROUP INC30,538$410K0.00%Share
44Meixler Investment Management, Ltd.29,100$391K0.24%Share
45CONFLUENCE INVESTMENT MANAGEMENT LLC26,835$360K0.01%Share
46Schonfeld Strategic Advisors LLC26,718$359K0.00%Share
47HSBC HOLDINGS PLC21,640$291K0.00%Share
48Yorktown Management & Research Co Inc20,100$270K0.22%Share
49KLP KAPITALFORVALTNING AS16,900$227K0.00%Share
50VANGUARD GROUP INC15,266$205K0.00%Share