Hagerty (HGTY) Institutional Ownership $11.26 +0.12 (+1.08%) Closing price 08/28/2025 03:59 PM EasternExtended Trading$11.24 -0.02 (-0.13%) As of 08/28/2025 07:43 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Hagerty (NYSE:HGTY)CurrentInstitutional OwnershipPercentage20.51%Number ofInstitutional Buyers(last 12 months)46TotalInstitutional Inflows(last 12 months)$45.84MNumber ofInstitutional Sellers(last 12 months)28TotalInstitutional Outflows(last 12 months)$18.16M Get HGTY Insider Trade Alerts Want to know when executives and insiders are buying or selling Hagerty stock? 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Skip Chart & View Institutional Buying and Selling Data HGTY Institutional Buying and Selling by Quarter Hagerty Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/25/2025 Neuberger Berman Group LLC5,557,427$56.19M0.0%+1.6%1.625% 8/15/2025 Vident Advisory LLC35,845$362K0.0%-18.9%0.010% 8/15/2025 Bank of America Corp DE8,571$87K0.0%+46.6%0.003% 8/15/2025 Ameriprise Financial Inc.32,968$333K0.0%-4.7%0.010% 8/14/2025 Raymond James Financial Inc.77,635$785K0.0%-12.8%0.023% 8/13/2025 Marshall Wace LLP22,405$227K0.0%+37.2%0.007% 8/13/2025 Greenhaven Road Investment Management L.P.1,811,539$18.32M6.3%+33.2%0.530% 8/13/2025 Neuberger Berman Group LLC5,557,427$56.19M0.0%+1.6%1.625% 8/12/2025 Legal & General Group Plc23,852$241K0.0%-5.2%0.007% 8/12/2025 JPMorgan Chase & Co.13,876$140K0.0%-39.1%0.004% Get the Latest News and Ratings for HGTY and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Hagerty and its competitors with MarketBeat's FREE daily newsletter. 8/8/2025 Geode Capital Management LLC254,634$2.58M0.0%+2.0%0.075% 8/7/2025 Pembroke Management LTD993,449$10.04M1.2%+5.9%0.291% 8/7/2025 Connor Clark & Lunn Investment Management Ltd.159,069$1.61M0.0%+11.4%0.047% 8/5/2025 Corton Capital Inc.27,007$273K0.3%N/A0.008% 8/4/2025 Scholtz & Company LLC240,290$2.43M1.1%N/A0.070% 7/24/2025 IFP Advisors Inc3,000$30K0.0%N/A0.001% 7/23/2025 KLP Kapitalforvaltning AS10,500$106K0.0%+228.1%0.003% 7/11/2025 Lincoln Capital LLC607,309$6.14M1.2%+9.4%0.178% 7/1/2025 Confluence Investment Management LLC279,919$2.83M0.0%-11.5%0.082% 6/27/2025 Goldman Sachs Group Inc.37,383$338K0.0%+24.9%0.011% 5/16/2025 Goldman Sachs Group Inc.37,383$338K0.0%+24.9%0.011% 5/15/2025 PDT Partners LLC20,206$183K0.0%-24.8%0.006% 5/15/2025 Vident Advisory LLC44,220$400K0.0%-35.9%0.013% 5/15/2025 Pembroke Management LTD937,700$8.48M1.3%-1.6%0.275% 5/15/2025 Trexquant Investment LP85,182$770K0.0%-12.4%0.025% 5/14/2025 Epoch Investment Partners Inc.28,720$260K0.0%-49.3%0.008% 5/14/2025 Comerica Bank3,082$28K0.0%-70.0%0.001% 5/14/2025 Lincoln Capital LLC555,286$4.75M1.0%+12.3%0.163% 5/13/2025 Neuberger Berman Group LLC5,468,793$49.44M0.0%+15.7%1.603% 5/12/2025 Virtu Financial LLC11,951$108K0.0%N/A0.004% 5/12/2025 Connor Clark & Lunn Investment Management Ltd.142,768$1.29M0.0%+4.1%0.042% 5/12/2025 Swiss National Bank61,100$552K0.0%+15.3%0.018% 5/9/2025 Charles Schwab Investment Management Inc.135,660$1.23M0.0%-3.1%0.040% 5/9/2025 Vanguard Group Inc.2,633,193$23.80M0.0%-1.1%0.772% 5/6/2025 Universal Beteiligungs und Servicegesellschaft mbH10,239$93K0.0%N/A0.003% 5/6/2025 Garner Asset Management Corp321,825$2.91M1.3%N/A0.094% 5/5/2025 Greenhaven Road Investment Management L.P.1,360,506$12.30M5.0%+10.1%0.399% 4/14/2025 Fenimore Asset Management Inc498,986$4.51M0.1%-47.5%0.146% 4/1/2025 Confluence Investment Management LLC316,369$2.86M0.0%-6.1%0.093% 2/25/2025 Garde Capital Inc.103,960$1.00M0.1%+4.0%0.030% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC64,205$620K0.0%+7.7%0.019% 2/17/2025 Vident Advisory LLC68,968$666K0.0%-3.1%0.020% 2/17/2025 Two Sigma Investments LP117,432$1.13M0.0%-3.6%0.034% 2/17/2025 Two Sigma Advisers LP135,900$1.31M0.0%-2.2%0.040% 2/17/2025 Millennium Management LLC42,849$413K0.0%-62.0%0.013% 2/17/2025 D. E. Shaw & Co. Inc.29,337$283K0.0%-29.7%0.009% 2/17/2025 Cubist Systematic Strategies LLC13,149$127K0.0%-67.6%0.004% 2/17/2025 BNP Paribas Financial Markets8,670$84K0.0%N/A0.003% 2/17/2025 Ancora Advisors LLC4,715$46K0.0%N/A0.001% 2/14/2025 Jane Street Group LLC23,818$230K0.0%N/A0.007% 2/14/2025 PDT Partners LLC26,864$259K0.0%+47.9%0.008% 2/14/2025 Northern Trust Corp82,739$798K0.0%-11.3%0.024% 2/14/2025 Voya Investment Management LLC10,821$104K0.0%N/A0.003% 2/14/2025 Hsbc Holdings PLC25,234$242K0.0%-5.7%0.007% 2/14/2025 Dimensional Fund Advisors LP62,034$599K0.0%+225.3%0.018% 2/14/2025 Epoch Investment Partners Inc.56,683$547K0.0%N/A0.017% 2/14/2025 Greenhaven Road Investment Management L.P.1,236,170$11.93M1.9%-18.1%0.362% 2/13/2025 GABELLI & Co INVESTMENT ADVISERS INC.103,300$997K0.2%N/A0.030% 2/13/2025 XTX Topco Ltd12,308$119K0.0%N/A0.004% 2/13/2025 Neuberger Berman Group LLC4,725,196$45.60M0.0%+11.4%1.385% 2/13/2025 Raymond James Financial Inc.91,067$879K0.0%N/A0.027% 2/13/2025 Renaissance Technologies LLC193,896$1.87M0.0%+21.6%0.057% 2/13/2025 Legal & General Group Plc25,148$243K0.0%+48.6%0.007% 2/12/2025 Trexquant Investment LP97,257$939K0.0%+100.5%0.029% 2/12/2025 Geode Capital Management LLC240,927$2.33M0.0%-2.6%0.071% 2/12/2025 Caz Investments LP10,000$97K0.1%-60.0%0.003% 2/12/2025 JPMorgan Chase & Co.29,139$281K0.0%+2,185.4%0.009% 2/11/2025 Vanguard Group Inc.2,663,268$25.70M0.0%-7.1%0.781% 2/11/2025 KLP Kapitalforvaltning AS3,200$31K0.0%N/A0.001% 2/10/2025 Swiss National Bank53,000$511K0.0%+6.0%0.016% 2/10/2025 Connor Clark & Lunn Investment Management Ltd.137,101$1.32M0.0%+41.1%0.040% 2/7/2025 Markel Group Inc.3,108,000$29.99M0.3%+3.6%0.911% 2/6/2025 Raymond James Financial Inc.91,067$879K0.0%N/A0.027% 2/6/2025 Charles Schwab Investment Management Inc.140,037$1.35M0.0%+6.3%0.041% 2/6/2025 Steward Partners Investment Advisory LLC10,325$100K0.0%+35.9%0.003% 2/4/2025 Bank of New York Mellon Corp18,827$182K0.0%N/A0.006% 1/31/2025 Pembroke Management LTD953,427$9.20M1.2%N/A0.280% 1/23/2025 R Squared Ltd5,234$51K0.0%N/A0.002% 1/22/2025 Blue Trust Inc.30,423$309K0.0%+188.6%0.009% 1/21/2025 Fenimore Asset Management Inc950,522$9.17M0.2%-0.5%0.279% 1/16/2025 Lincoln Capital LLC494,495$4.77M1.0%+6.7%0.145% 1/15/2025 Goldstone Financial Group LLC18,732$181K0.0%-19.2%0.005% 1/2/2025 Confluence Investment Management LLC337,100$3.25M0.0%-4.2%0.099% 11/19/2024 Barclays PLC31,675$321K0.0%+23.0%0.009% 11/16/2024 Geode Capital Management LLC247,449$2.52M0.0%-3.6%0.073% 11/15/2024 Barclays PLC31,675$321K0.0%+23.0%0.009% 11/15/2024 Janus Henderson Group PLC57,569$585K0.0%-1.6%0.017% 11/14/2024 PDT Partners LLC18,165$185K0.0%N/A0.005% 11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC59,630$606K0.0%-10.4%0.017% 11/13/2024 Caz Investments LP25,000$258K0.2%+66.7%0.007% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow11/13/2024 FMR LLC6,726$68K0.0%+25,769.2%0.002% 11/12/2024 Charles Schwab Investment Management Inc.131,779$1.34M0.0%-0.8%0.039% 11/8/2024 Connor Clark & Lunn Investment Management Ltd.97,143$988K0.0%+376.1%0.029% 11/4/2024 Meixler Investment Management Ltd.27,455$279K0.2%+9.7%0.008% 11/2/2024 17 Capital Partners LLC55,000$559K0.4%+10.0%0.016% 11/1/2024 Markel Group Inc.3,000,000$30.51M0.3%-15.3%0.880% 10/31/2024 Confluence Investment Management LLC351,930$3.58M0.0%-3.0%0.103% 10/28/2024 Goldstone Financial Group LLC23,197$236K0.0%N/A0.007% 10/18/2024 Blue Trust Inc.10,542$110K0.0%+178.6%0.003% 10/7/2024 Lakewood Asset Management LLC18,243$186K0.1%N/A0.005% (Data available from 1/1/2016 forward) HGTY Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of HGTY shares? During the previous two years, 67 institutional investors and hedge funds held shares of Hagerty. The most heavily invested institutionals were Neuberger Berman Group LLC ($56.19M), Markel Group Inc. ($29.99M), Vanguard Group Inc. ($23.80M), Greenhaven Road Investment Management L.P. ($18.32M), Pembroke Management LTD ($10.04M), Fenimore Asset Management Inc. ($7.37M), and Lincoln Capital LLC ($6.14M).Learn more on Hagerty's institutional investors. What percentage of Hagerty's stock is owned by institutional investors? 20.51% of Hagerty's stock is owned by institutional investors. Learn more on HGTY's institutional investor holdings. Which institutional investors have been buying Hagerty's stock? Of the 55 institutional investors that purchased Hagerty's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Neuberger Berman Group LLC ($1.40M), Pembroke Management LTD ($1.01M), Greenhaven Road Investment Management L.P. ($575.37K), Confluence Investment Management LLC ($379.55K), Garner Asset Management Corp ($321.83K), Scholtz & Company LLC ($240.29K), and Lincoln Capital LLC ($194.02K). How much institutional buying is happening at Hagerty? Institutional investors have bought a total of 4,783,252 shares in the last 24 months. This purchase volume represents approximately $45.84M in transactions. Which of Hagerty's major shareholders have been selling company stock? Of the 28 institutional investors that sold Hagerty's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Markel Group Inc. ($540K), Fenimore Asset Management Inc ($456.39K), Greenhaven Road Investment Management L.P. ($272.28K), Vanguard Group Inc. ($232.11K), Confluence Investment Management LLC ($83.02K), Millennium Management LLC ($69.78K), and Vident Advisory LLC ($35.32K). How much institutional selling is happening at Hagerty? Institutional investors have sold a total of 1,889,640 shares in the last 24 months. This volume of shares sold represents approximately $18.16M in transactions. Related Companies EG Institutional Ownership GL Institutional Ownership KNSL Institutional Ownership VOYA Institutional Ownership JXN Institutional Ownership ESNT Institutional Ownership ACT Institutional Ownership FG Institutional Ownership OSCR Institutional Ownership LMND Institutional Ownership This page (NYSE:HGTY) was last updated on 8/29/2025 by MarketBeat.com Staff From Our PartnersINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. 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