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Hagerty (HGTY) Institutional Ownership

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$14.19 +0.26 (+1.87%)
Closing price 10/8/2026 03:59 PM Eastern
Extended Trading
$14.17 -0.03 (-0.18%)
As of 08:54 AM 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Hagerty (NYSE:HGTY)

Current
Institutional Ownership
Percentage
20.51%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$98.98M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$61.53M
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HGTY Institutional Buying and Selling by Quarter

Hagerty Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/1/2026 Confluence Investment Management LLC101,756$1.37M0.0%-22.9%0.030%
9/9/2026Sequoia Financial Advisors LLC14,247$170K0.0%N/A0.004%
9/9/2026Scholtz & Company LLC308,405$3.68M1.8%-5.3%0.090%
9/9/2026Integrated Wealth Concepts LLC5,246$63K0.0%N/A0.002%
9/8/2026Waverly Advisors LLC15,045$179K0.0%N/A0.004%
8/20/2026Ancora Advisors LLC2,357$28K0.0%-47.4%0.001%
8/14/2026Ancora Advisors LLC2,357$28K0.0%N/A0.001%
7/8/2026Lincoln Capital LLC973,651$11.61M2.1%+2.4%0.284%
7/1/2026 Confluence Investment Management LLC132,055$1.57M0.0%-6.2%0.038%
5/18/2026EverSource Wealth Advisors LLC3,072$32K0.0%+107.4%0.001%
5/16/2026The Manufacturers Life Insurance Company10,881$115K0.0%N/A0.003%
5/14/2026Renaissance Technologies LLC157,668$1.66M0.0%+79.2%0.046%
5/7/2026Dimensional Fund Advisors LP271,346$2.86M0.0%+49.5%0.079%
5/5/2026Bank of New York Mellon Corp39,730$418K0.0%+3.1%0.012%
5/1/2026Lincoln Capital LLC950,652$10.01M1.9%+17.0%0.277%
4/16/2026E. Ohman J or Asset Management AB45,637$481K0.0%N/A0.013%
2/19/2026T. Rowe Price Investment Management Inc.5,156,899$69.31M0.0%-1.1%1.508%
2/18/2026Vident Advisory LLC54,931$738K0.0%-8.4%0.016%
2/18/2026Occudo Quantitative Strategies LP12,649$170K0.0%N/A0.004%
2/18/2026Palisade Capital Management LP56,271$756K0.0%-9.3%0.016%
2/18/2026Millennium Management LLC26,269$353K0.0%N/A0.008%
2/17/2026Schonfeld Strategic Advisors LLC26,718$359K0.0%+107.0%0.008%
2/17/2026Gillson Capital LP202,012$2.72M0.2%+15.4%0.059%
2/17/2026AQR Capital Management LLC23,409$315K0.0%N/A0.007%
2/17/2026Trexquant Investment LP115,277$1.55M0.0%+2.6%0.034%
2/17/2026T. Rowe Price Investment Management Inc.1,141,314$15.34M0.0%-78.1%0.334%
2/17/2026Royal Bank of Canada27,841$374K0.0%-16.5%0.008%
2/17/2026Polar Capital Holdings Plc5,767,416$77.51M0.3%-0.9%1.686%
2/16/2026Dockside LLC19,103$257K0.1%N/A0.006%
2/16/2026Brown Advisory Inc.109,000$1.47M0.0%N/A0.032%
2/16/2026Bristlecone Value Partners LLC57,965$779K0.9%N/A0.017%
2/13/2026Neuberger Berman Group LLC8,269,620$111.14M0.1%+2.8%2.418%
2/13/2026State Street Corp230,786$3.10M0.0%+15.2%0.067%
2/13/2026Greenhaven Road Investment Management L.P.2,616,654$35.17M5.9%-1.8%0.765%
2/12/2026Jane Street Group LLC30,168$405K0.0%N/A0.009%
2/12/2026Pembroke Management LTD2,226,961$29.93M3.1%-1.5%0.651%
2/12/2026Renaissance Technologies LLC87,968$1.18M0.0%-25.4%0.026%
2/12/2026Dimensional Fund Advisors LP181,448$2.44M0.0%+50.3%0.053%
2/12/2026Swiss National Bank79,260$1.07M0.0%+3.4%0.023%
2/11/2026Scholtz & Company LLC323,315$4.35M1.9%-0.5%0.095%
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2/11/2026LPL Financial LLC115,039$1.55M0.0%+3.0%0.034%
2/11/2026Los Angeles Capital Management LLC7,309$98K0.0%N/A0.002%
2/10/2026Goldman Sachs Group Inc.56,035$753K0.0%+203.2%0.016%
2/10/2026Caz Investments LP7,500$101K0.2%-25.0%0.002%
2/9/2026Geode Capital Management LLC398,144$5.35M0.0%-1.0%0.116%
1/29/2026UBS Group AG192,631$2.59M0.0%-10.9%0.056%
1/29/2026Vanguard Group Inc.3,415,742$45.91M0.0%-1.2%0.999%
1/23/2026Yorktown Management & Research Co Inc20,100$270K0.2%N/A0.006%
1/8/2026Lincoln Capital LLC812,858$10.93M2.0%+3.2%0.238%
1/5/2026 Confluence Investment Management LLC196,920$2.65M0.0%-22.0%0.058%
12/1/2025Greenhaven Road Investment Management L.P.2,664,784$32.08M4.7%+47.1%0.779%
11/17/2025Woodline Partners LP277,315$3.34M0.0%N/A0.081%
11/17/2025Polar Capital Holdings Plc5,817,416$70.04M0.3%+9.4%1.701%
11/14/2025Schonfeld Strategic Advisors LLC12,910$155K0.0%N/A0.004%
11/14/2025Raymond James Financial Inc.114,585$1.38M0.0%+47.6%0.034%
11/14/2025California State Teachers Retirement System33,406$402K0.0%+44.0%0.010%
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC45,216$544K0.0%-48.9%0.013%
11/14/2025Two Sigma Investments LP69,042$831K0.0%-19.5%0.020%
11/14/2025Vident Advisory LLC59,938$722K0.0%+67.2%0.018%
11/13/2025UBS Group AG216,186$2.60M0.0%+80.6%0.063%
11/13/2025BNP Paribas Financial Markets5,131$62K0.0%+165.3%0.002%
11/13/2025Legal & General Group Plc29,827$359K0.0%+25.1%0.009%
11/13/2025Neuberger Berman Group LLC8,047,786$96.90M0.1%+44.8%2.353%
11/12/2025Dimensional Fund Advisors LP120,747$1.45M0.0%+26.1%0.035%
11/12/2025Kingsview Wealth Management LLC13,227$159K0.0%N/A0.004%
11/10/2025TD Asset Management Inc87,856$1.06M0.0%N/A0.026%
11/10/2025Garner Asset Management Corp281,825$3.39M1.4%N/A0.082%
11/7/2025Vanguard Group Inc.3,456,174$41.61M0.0%+32.3%1.011%
11/5/2025Lincoln Capital LLC787,387$9.44M1.8%+29.7%0.230%
11/3/2025Arizona State Retirement System11,713$141K0.0%N/A0.003%
10/28/2025Pembroke Management LTD2,261,203$27.23M2.7%+127.6%0.661%
10/14/2025 Confluence Investment Management LLC252,535$3.04M0.0%-9.8%0.074%
9/4/2025Osaic Holdings Inc.4,949$50K0.0%+2,374.5%0.001%
8/25/2025Neuberger Berman Group LLC5,557,427$56.19M0.0%+1.6%1.625%
8/15/2025Vident Advisory LLC35,845$362K0.0%-18.9%0.010%
8/15/2025Bank of America Corp DE8,571$87K0.0%+46.6%0.003%
8/15/2025Ameriprise Financial Inc.32,968$333K0.0%-4.7%0.010%
8/14/2025Raymond James Financial Inc.77,635$785K0.0%-12.8%0.023%
8/13/2025Marshall Wace LLP22,405$227K0.0%+37.2%0.007%
8/13/2025Greenhaven Road Investment Management L.P.1,811,539$18.32M6.3%+33.2%0.530%
8/13/2025Neuberger Berman Group LLC5,557,427$56.19M0.0%+1.6%1.625%
8/12/2025Legal & General Group Plc23,852$241K0.0%-5.2%0.007%
8/12/2025JPMorgan Chase & Co.13,876$140K0.0%-39.1%0.004%
8/8/2025Geode Capital Management LLC254,634$2.58M0.0%+2.0%0.075%
8/7/2025Pembroke Management LTD993,449$10.04M1.2%+5.9%0.291%
8/7/2025Connor Clark & Lunn Investment Management Ltd.159,069$1.61M0.0%+11.4%0.047%
8/5/2025Corton Capital Inc.27,007$273K0.3%N/A0.008%
8/4/2025Scholtz & Company LLC240,290$2.43M1.1%N/A0.070%
7/24/2025IFP Advisors Inc3,000$30K0.0%N/A0.001%
7/23/2025KLP Kapitalforvaltning AS10,500$106K0.0%+228.1%0.003%
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7/11/2025Lincoln 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%
6/27/2025Goldman Sachs Group Inc.37,383$338K0.0%+24.9%0.011%
5/16/2025Goldman Sachs Group Inc.37,383$338K0.0%+24.9%0.011%
5/15/2025PDT Partners LLC20,206$183K0.0%-24.8%0.006%
5/15/2025Vident Advisory LLC44,220$400K0.0%-35.9%0.013%
5/15/2025Pembroke Management LTD937,700$8.48M1.3%-1.6%0.275%
5/15/2025Trexquant Investment LP85,182$770K0.0%-12.4%0.025%
5/14/2025Epoch Investment Partners Inc.28,720$260K0.0%-49.3%0.008%
5/14/2025Comerica Bank3,082$28K0.0%-70.0%0.001%


HGTY Institutional Ownership - Frequently Asked Questions

During the previous two years, 87 institutional investors and hedge funds held shares of Hagerty. The most heavily invested institutionals were Neuberger Berman Group LLC ($111.14M), Polar Capital Holdings Plc ($77.51M), T. Rowe Price Investment Management Inc. ($69.31M), Vanguard Group Inc. ($45.91M), Greenhaven Road Investment Management L.P. ($35.17M), Markel Group Inc. ($29.99M), and Pembroke Management LTD ($29.93M).Learn more on Hagerty's institutional investors.

20.51% of Hagerty's stock is owned by institutional investors. Learn more on HGTY's institutional investor holdings.

Of the 73 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 ($4.12M), Pembroke Management LTD ($2.28M), Greenhaven Road Investment Management L.P. ($1.43M), Vanguard Group Inc. ($843.43K), Garner Asset Management Corp ($603.65K), Lincoln Capital LLC ($510.22K), and Polar Capital Holdings Plc ($498.39K).

Institutional investors have bought a total of 8,168,205 shares in the last 24 months. This purchase volume represents approximately $98.98M in transactions.

Of the 17 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: T. Rowe Price Investment Management Inc. ($4.13M), Confluence Investment Management LLC ($122.08K), Polar Capital Holdings Plc ($50K), Greenhaven Road Investment Management L.P. ($48.13K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($43.27K), Vanguard Group Inc. ($40.43K), and Pembroke Management LTD ($34.24K).

Institutional investors have sold a total of 4,585,574 shares in the last 24 months. This volume of shares sold represents approximately $61.53M in transactions.


Related Companies

Institutional ownership data for NYSE:HGTY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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