Hagerty, Inc. (HGTY) — Institutional Holders, Q2 2026
127 institutional investment managers reported a HGTY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HGTY in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Neuberger Berman GroupAdded · +807,137 sh+$9.6M
- T. Rowe Price Investment ManagementAdded · +448,501 sh+$5.3M
- FIRST ADVISORSNew · +335,852 sh+$4.0M
- Garner Asset ManagementNew · +172,825 sh+$2.1M
- BROWN ADVISORYAdded · +109,000 sh+$1.3M
Biggest sellers
- Greenhaven Road Investment Management, L.P.Trimmed · -504,548 sh-$6.0M
- UBS Group AGTrimmed · -140,367 sh-$1.7M
- RENAISSANCE TECHNOLOGIESTrimmed · -84,400 sh-$1.0M
- Woodline PartnersTrimmed · -47,626 sh-$567.7K
- Connor, Clark & Lunn Investment Management Ltd.Trimmed · -46,907 sh-$559.1K
HGTY 13F holders ranked 1–100 of 127
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE#1 · 51,800,000 sh | 51,800,000 | $617.5M | 0.42% | 0.0% |
| 2 | Neuberger Berman Group#2 · 9,528,505 sh | 9,528,505 | $113.6M | 0.08% | +9.3% |
| 3 | T. Rowe Price Investment Management#3 · 6,088,981 sh | 6,088,981 | $72.6M | 0.05% | +8.0% |
| 4 | Polar Capital Plc#4 · 6,000,000 sh | 6,000,000 | $71.5M | 0.17% | 0.0% |
| 5 | MARKEL GROUP#5 · 3,108,000 sh | 3,108,000 | $35.9M | 0.27% | 0.0% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 1,928,492 sh | 1,928,492 | $23.0M | <0.01% | +3.3% |
| 7 | Greenhaven Road Investment Management, L.P.#7 · 1,865,430 sh | 1,865,430 | $22.2M | 14.44% | -21.3% |
| 8 | Pembroke Management, LTD#8 · 1,702,926 sh | 1,702,926 | $20.3M | — | -2.0% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT#9 · 1,650,329 sh | 1,650,329 | $19.7M | <0.01% | +1.2% |
| 10 | Lincoln Capital#10 · 973,651 sh | 973,651 | $11.6M | — | +2.4% |
| 11 | BlackRock#11 · 718,484 sh | 718,484 | $8.6M | <0.01% | +4.1% |
| 12 | ROYCE & ASSOCIATES#12 · 525,000 sh | 525,000 | $6.3M | 0.05% | 0.0% |
| 13 | GEODE CAPITAL MANAGEMENT#13 · 446,889 sh | 446,889 | $5.3M | <0.01% | +6.7% |
| 14 | DIMENSIONAL FUND ADVISORS#14 · 374,615 sh | 374,615 | $4.5M | <0.01% | +38.1% |
| 15 | FIRST ADVISORS#15 · 335,852 sh | 335,852 | $4.0M | <0.01% | New |
| 16 | SCHOLTZ & COMPANY#16 · 308,405 sh | 308,405 | $3.7M | 1.84% | -5.3% |
| 17 | MORGAN STANLEY#17 · 307,146 sh | 307,146 | $3.7M | <0.01% | +3.4% |
| 18 | Gillson Capital#18 · 276,949 sh | 276,949 | $3.3M | 0.19% | +37.1% |
| 19 | STATE STREET#19 · 264,359 sh | 264,359 | $3.2M | <0.01% | +13.1% |
| 20 | VANGUARD FIDUCIARY#20 · 238,881 sh | 238,881 | $2.8M | <0.01% | +1.7% |
| 21 | BROWN ADVISORY#21 · 218,000 sh | 218,000 | $2.6M | <0.01% | +100.0% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT#22 · 213,947 sh | 213,947 | $2.6M | <0.01% | -1.6% |
| 23 | Woodline Partners#23 · 212,918 sh | 212,918 | $2.5M | <0.01% | -18.3% |
| 24 | UBS Group AG#24 · 205,591 sh | 205,591 | $2.5M | <0.01% | -40.6% |
| 25 | Garner Asset Management#25 · 172,825 sh | 172,825 | $2.1M | 0.67% | New |
| 26 | OXFORD FINANCIAL GROUP, LTD.#26 · 170,000 sh | 170,000 | $2.0M | 0.10% | 0.0% |
| 27 | LPL Financial#27 · 152,501 sh | 152,501 | $1.8M | <0.01% | +8.0% |
| 28 | National Philanthropic#28 · 150,000 sh | 150,000 | $1.8M | 0.03% | 0.0% |
| 29 | RAYMOND JAMES FINANCIAL#29 · 136,315 sh | 136,315 | $1.6M | <0.01% | +8.2% |
| 30 | CONFLUENCE INVESTMENT MANAGEMENT#30 · 132,055 sh | 132,055 | $1.6M | — | -6.2% |
| 31 | PALISADE CAPITAL MANAGEMENT#31 · 118,657 sh | 118,657 | $1.4M | 0.06% | +7.2% |
| 32 | NORTHERN#32 · 109,722 sh | 109,722 | $1.3M | <0.01% | +4.1% |
| 33 | GABELLI & INVESTMENT ADVISERS#33 · 103,300 sh | 103,300 | $1.2M | 0.18% | 0.0% |
| 34 | TD ASSET MANAGEMENT#34 · 100,184 sh | 100,184 | $1.2M | <0.01% | 0.0% |
| 35 | OPPENHEIMER#35 · 89,417 sh | 89,417 | $1.1M | — | New |
| 36 | Swiss National Bank#36 · 81,060 sh | 81,060 | $966.2K | <0.01% | +2.3% |
| 37 | RENAISSANCE TECHNOLOGIES#37 · 73,268 sh | 73,268 | $873.4K | <0.01% | -53.5% |
| 38 | TWO SIGMA INVESTMENTS#38 · 71,610 sh | 71,610 | $853.6K | <0.01% | -21.8% |
| 39 | Connor, Clark & Lunn Investment Management Ltd.#39 · 69,127 sh | 69,127 | $824.0K | <0.01% | -40.4% |
| 40 | Bristlecone Value Partners#40 · 60,093 sh | 60,093 | $716.3K | 0.58% | 0.0% |
| 41 | 17 CAPITAL PARTNERS#41 · 54,765 sh | 54,765 | $652.8K | 0.29% | 0.0% |
| 42 | GOLDMAN SACHS GROUP#42 · 51,909 sh | 51,909 | $618.8K | <0.01% | +54.6% |
| 43 | Trexquant Investment#43 · 51,162 sh | 51,162 | $609.9K | <0.01% | -21.0% |
| 44 | D. E. Shaw#44 · 48,129 sh | 48,129 | $573.7K | <0.01% | -44.4% |
| 45 | AMERICAN CENTURY COMPANIES#45 · 46,365 sh | 46,365 | $552.7K | <0.01% | +50.0% |
| 46 | BANK OF MONTREAL#46 · 46,332 sh | 46,332 | $552.3K | <0.01% | +39.0% |
| 47 | E. Ohman J:or Asset Management AB#47 · 46,106 sh | 46,106 | $549.6K | — | +1.0% |
| 48 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#48 · 43,868 sh | 43,868 | $522.9K | <0.01% | -3.0% |
| 49 | Vident Advisory#49 · 42,815 sh | 42,815 | $510.4K | <0.01% | -21.1% |
| 50 | Bank of New York Mellon#50 · 39,004 sh | 39,004 | $464.9K | <0.01% | -1.8% |
| 51 | Schonfeld Strategic Advisors#51 · 37,562 sh | 37,562 | $447.7K | <0.01% | +48.1% |
| 52 | AQR CAPITAL MANAGEMENT#52 · 36,414 sh | 36,414 | $434.1K | <0.01% | +68.0% |
| 53 | CITADEL ADVISORS#53 · 32,337 sh | 32,337 | $385.5K | 0.00% | +156.5% |
| 54 | VANGUARD ASSET MANAGEMENT, Ltd#54 · 30,538 sh | 30,538 | $364.0K | <0.01% | 0.0% |
| 55 | ROYAL BANK OF CANADA#55 · 27,562 sh | 27,562 | $329.0K | 0.00% | 0.0% |
| 56 | Dockside#56 · 25,965 sh | 25,965 | $309.5K | 0.07% | New |
| 57 | BARCLAYS PLC#57 · 25,614 sh | 25,614 | $305.3K | <0.01% | +1.1% |
| 58 | Meixler Investment Management, Ltd.#58 · 25,525 sh | 25,525 | $304.3K | 0.17% | -2.8% |
| 59 | Legal & General Group Plc#59 · 25,520 sh | 25,520 | $304.2K | <0.01% | +42.1% |
| 60 | BANK OF AMERICA#60 · 24,020 sh | 24,020 | $286.3K | 0.00% | New |
| 61 | CAZ INVESTMENTS#61 · 22,500 sh | 22,500 | $268.2K | 0.03% | +200.0% |
| 62 | CANADA PENSION PLAN INVESTMENT BOARD#62 · 22,400 sh | 22,400 | $267.0K | <0.01% | -56.0% |
| 63 | HSBC PLC#63 · 21,642 sh | 21,642 | $257.8K | <0.01% | 0.0% |
| 64 | Painted Porch Advisors#64 · 18,638 sh | 18,638 | $222.2K | 0.10% | 0.0% |
| 65 | KLP KAPITALFORVALTNING AS#65 · 16,900 sh | 16,900 | $201.4K | <0.01% | 0.0% |
| 66 | XTX Topco Ltd#66 · 16,040 sh | 16,040 | $191.2K | <0.01% | -4.9% |
| 67 | Zurcher Kantonalbank (Zurich Cantonalbank)#67 · 15,362 sh | 15,362 | $183.1K | <0.01% | +162.7% |
| 68 | Vanguard Global Advisers#68 · 15,266 sh | 15,266 | $182.0K | <0.01% | 0.0% |
| 69 | Waverly Advisors#69 · 15,045 sh | 15,045 | $179.3K | <0.01% | New |
| 70 | Jupiter Topco#70 · 14,933 sh | 14,933 | $178.2K | <0.01% | — |
| 71 | Sequoia Financial Advisors#71 · 14,247 sh | 14,247 | $169.8K | <0.01% | New |
| 72 | MILLENNIUM MANAGEMENT#72 · 14,182 sh | 14,182 | $169.0K | <0.01% | -73.0% |
| 73 | Steward Partners Investment Advisory#73 · 13,434 sh | 13,434 | $160.1K | <0.01% | 0.0% |
| 74 | Vanguard Investments Australia, Ltd.#74 · 13,277 sh | 13,277 | $158.3K | <0.01% | 0.0% |
| 75 | R Squared Ltd#75 · 12,635 sh | 12,635 | $150.6K | 0.08% | New |
| 76 | VICTORY CAPITAL MANAGEMENT#76 · 11,320 sh | 11,320 | $134.9K | <0.01% | +1.7% |
| 77 | Arizona State Retirement System#77 · 11,155 sh | 11,155 | $133.0K | <0.01% | +0.8% |
| 78 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#78 · 10,844 sh | 10,844 | $129.3K | <0.01% | -0.3% |
| 79 | WCM INVESTMENT MANAGEMENT#79 · 10,023 sh | 10,023 | $117.9K | <0.01% | 0.0% |
| 80 | Integrated Wealth Concepts#80 · 5,246 sh | 5,246 | $62.5K | <0.01% | New |
| 81 | IFP Advisors#81 · 3,055 sh | 3,055 | $36.4K | — | -0.2% |
| 82 | MRP Capital Investments#82 · 3,000 sh | 3,000 | $35.8K | 0.03% | -40.0% |
| 83 | Ancora Advisors#83 · 2,357 sh | 2,357 | $28.1K | <0.01% | -47.4% |
| 84 | SIMPLEX TRADING#84 · 2,059 sh | 2,059 | $24.5K | 0.00% | +523.9% |
| 85 | WELLS FARGO & COMPANY#85 · 1,612 sh | 1,612 | $19.2K | 0.00% | +1496.0% |
| 86 | DEUTSCHE BANK AG\#86 · 1,571 sh | 1,571 | $18.7K | 0.00% | -64.1% |
| 87 | Center for Financial Planning#87 · 1,503 sh | 1,503 | $17.9K | — | 0.0% |
| 88 | JONES FINANCIAL COMPANIES LLLP#88 · 1,495 sh | 1,495 | $17.6K | 0.00% | +199.0% |
| 89 | CITIGROUP#89 · 1,471 sh | 1,471 | $17.5K | 0.00% | -23.7% |
| 90 | EverSource Wealth Advisors#90 · 1,464 sh | 1,464 | $17.5K | <0.01% | -35.7% |
| 91 | OF VERMONT#91 · 1,300 sh | 1,300 | $15.5K | — | — |
| 92 | GW&K Investment Management#92 · 1,025 sh | 1,025 | $12.0K | <0.01% | 0.0% |
| 93 | Geneos Wealth Management#93 · 1,000 sh | 1,000 | $11.9K | <0.01% | 0.0% |
| 94 | Covestor Ltd#94 · 881 sh | 881 | $11.0K | <0.01% | New |
| 95 | FMR#95 · 838 sh | 838 | $10.0K | 0.00% | +4310.5% |
| 96 | JPMORGAN CHASE#96 · 740 sh | 740 | $8.7K | 0.00% | -70.7% |
| 97 | Rockefeller Capital Management L.P.#97 · 720 sh | 720 | $8.6K | 0.00% | New |
| 98 | OSAIC#98 · 554 sh | 554 | $6.6K | 0.00% | -59.4% |
| 99 | Farther Finance Advisors#99 · 507 sh | 507 | $6.0K | — | -0.2% |
| 100 | SRS Capital Advisors#100 · 441 sh | 441 | $5.3K | 0.00% | New |
Funds that sold out of HGTY in Q2 2026 (9)
Held HGTY at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| JT Stratford38,112 sh | 38,112 | $401.3K |
| Yorktown Management & Research20,100 sh | 20,100 | $211.7K |
| LOS ANGELES CAPITAL MANAGEMENT6,668 sh | 6,668 | $70.2K |
| Root Financial Partners74 sh | 74 | $779.00 |
| Ronald Blue67 sh | 67 | $706.00 |
| MAI Capital Management57 sh | 57 | $601.00 |
| GROUP ONE TRADING, L.P.43 sh | 43 | $453.00 |
| Vermillion Wealth Management3 sh | 3 | $32.00 |
| RAFFA WEALTH MANAGEMENT1 sh | 1 | $11.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.