Hagerty, Inc. (HGTY) — Institutional Holders, Q2 2026 (page 2)
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 101 to 127. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HGTY 13F holders ranked 101–127 of 127
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Tower Research Capital (TRC)#101 · 400 sh | 400 | $4.8K | <0.01% | -23.5% |
| 102 | Essential Partners#102 · 342 sh | 342 | $4.1K | — | +3700.0% |
| 103 | BNP PARIBAS FINANCIAL MARKETS#103 · 238 sh | 238 | $2.8K | 0.00% | -7.4% |
| 104 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#104 · 193 sh | 193 | $2.3K | 0.00% | New |
| 105 | Bare Financial Services#105 · 150 sh | 150 | $1.8K | <0.01% | 0.0% |
| 106 | Union Bankshares#106 · 150 sh | 150 | $1.8K | 0.00% | 0.0% |
| 107 | Parallel Advisors#107 · 132 sh | 132 | $1.6K | 0.00% | +1366.7% |
| 108 | SJS Investment Consulting#108 · 121 sh | 121 | $1.4K | — | +3933.3% |
| 109 | Allworth Financial#109 · 102 sh | 102 | $1.2K | 0.00% | -13.6% |
| 110 | SIGNATUREFD#110 · 96 sh | 96 | $1.1K | — | 0.0% |
| 111 | Quarry#111 · 77 sh | 77 | $918.00 | <0.01% | New |
| 112 | ACTION POINT FINANCIAL PLANNING#112 · 72 sh | 72 | $847.00 | <0.01% | New |
| 113 | CVA Family Office#113 · 56 sh | 56 | $668.00 | <0.01% | +273.3% |
| 114 | Rialto Wealth Management#114 · 56 sh | 56 | $668.00 | <0.01% | +2700.0% |
| 115 | GAMMA Investing#115 · 31 sh | 31 | $370.00 | — | 0.0% |
| 116 | Keating Financial Advisory Services#116 · 26 sh | 26 | $310.00 | 0.00% | +2500.0% |
| 117 | Fortitude Family Office#117 · 24 sh | 24 | $286.00 | — | +300.0% |
| 118 | Clearstead Advisors#118 · 13 sh | 13 | $156.00 | 0.00% | New |
| 119 | Creative Capital Management Investments#119 · 12 sh | 12 | $143.00 | 0.00% | New |
| 120 | JFS WEALTH ADVISORS#120 · 9 sh | 9 | $108.00 | 0.00% | 0.0% |
| 121 | HFM Investment Advisors#121 · 6 sh | 6 | $72.00 | 0.00% | +200.0% |
| 122 | Bay Harbor Wealth Management#122 · 3 sh | 3 | $36.00 | 0.00% | 0.0% |
| 123 | LRI Investments#123 · 3 sh | 3 | $36.00 | 0.00% | New |
| 124 | DecisionPoint Financial#124 · 2 sh | 2 | $25.00 | 0.00% | New |
| 125 | ROTHSCHILD INVESTMENT#125 · 2 sh | 2 | $24.00 | 0.00% | -71.4% |
| 126 | Navigoe#126 · 3 sh | 3 | $0.00 | 0.00% | New |
| 127 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#127 · 54,662 sh | 54,662 | — | — | +63.6% |
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.