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Hagerty (HGTY) Institutional Ownership

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$13.41 +0.15 (+1.11%)
Closing price 09/10/2026 03:59 PM Eastern
Extended Trading
$13.49 +0.08 (+0.62%)
As of 07:52 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)
$106.35M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$61.13M
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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
9/9/2026 Sequoia Financial Advisors LLC14,247$170K0.0%N/A0.004%
9/9/2026 Scholtz & Company LLC308,405$3.68M1.8%-5.3%0.090%
9/9/2026 Integrated Wealth Concepts LLC5,246$63K0.0%N/A0.002%
9/8/2026 Waverly Advisors LLC15,045$179K0.0%N/A0.004%
8/24/2026 California State Teachers Retirement System651,571$7.77M0.0%+1,850.5%0.190%
8/20/2026 Ancora Advisors LLC2,357$28K0.0%-47.4%0.001%
8/14/2026 Ancora Advisors LLC2,357$28K0.0%N/A0.001%
7/8/2026 Lincoln 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%
5/18/2026 EverSource Wealth Advisors LLC3,072$32K0.0%+107.4%0.001%
5/16/2026 The Manufacturers Life Insurance Company10,881$115K0.0%N/A0.003%
5/14/2026 Renaissance Technologies LLC157,668$1.66M0.0%+79.2%0.046%
5/7/2026 Dimensional Fund Advisors LP271,346$2.86M0.0%+49.5%0.079%
5/5/2026 Bank of New York Mellon Corp39,730$418K0.0%+3.1%0.012%
5/1/2026 Lincoln Capital LLC950,652$10.01M1.9%+17.0%0.277%
4/16/2026 E. Ohman J or Asset Management AB45,637$481K0.0%N/A0.013%
2/19/2026 T. Rowe Price Investment Management Inc.5,156,899$69.31M0.0%-1.1%1.508%
2/18/2026 Vident Advisory LLC54,931$738K0.0%-8.4%0.016%
2/18/2026 Occudo Quantitative Strategies LP12,649$170K0.0%N/A0.004%
2/18/2026 Palisade Capital Management LP56,271$756K0.0%-9.3%0.016%
2/18/2026 Millennium Management LLC26,269$353K0.0%N/A0.008%
2/17/2026 Schonfeld Strategic Advisors LLC26,718$359K0.0%+107.0%0.008%
2/17/2026 Gillson Capital LP202,012$2.72M0.2%+15.4%0.059%
2/17/2026 AQR Capital Management LLC23,409$315K0.0%N/A0.007%
2/17/2026 Trexquant Investment LP115,277$1.55M0.0%+2.6%0.034%
2/17/2026 T. Rowe Price Investment Management Inc.1,141,314$15.34M0.0%-78.1%0.334%
2/17/2026 Royal Bank of Canada27,841$374K0.0%-16.5%0.008%
2/17/2026 Polar Capital Holdings Plc5,767,416$77.51M0.3%-0.9%1.686%
2/16/2026 Dockside LLC19,103$257K0.1%N/A0.006%
2/16/2026 Brown Advisory Inc.109,000$1.47M0.0%N/A0.032%
2/16/2026 Bristlecone Value Partners LLC57,965$779K0.9%N/A0.017%
2/13/2026 Neuberger Berman Group LLC8,269,620$111.14M0.1%+2.8%2.418%
2/13/2026 State Street Corp230,786$3.10M0.0%+15.2%0.067%
2/13/2026 Greenhaven Road Investment Management L.P.2,616,654$35.17M5.9%-1.8%0.765%
2/12/2026 Jane Street Group LLC30,168$405K0.0%N/A0.009%
2/12/2026 Pembroke Management LTD2,226,961$29.93M3.1%-1.5%0.651%
2/12/2026 Renaissance Technologies LLC87,968$1.18M0.0%-25.4%0.026%
2/12/2026 Dimensional Fund Advisors LP181,448$2.44M0.0%+50.3%0.053%
2/12/2026 Swiss National Bank79,260$1.07M0.0%+3.4%0.023%
2/11/2026 Scholtz & Company LLC323,315$4.35M1.9%-0.5%0.095%
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2/11/2026 LPL Financial LLC115,039$1.55M0.0%+3.0%0.034%
2/11/2026 Los Angeles Capital Management LLC7,309$98K0.0%N/A0.002%
2/10/2026 Goldman Sachs Group Inc.56,035$753K0.0%+203.2%0.016%
2/10/2026 Caz Investments LP7,500$101K0.2%-25.0%0.002%
2/9/2026 Geode Capital Management LLC398,144$5.35M0.0%-1.0%0.116%
1/29/2026 UBS 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%
1/23/2026 Yorktown Management & Research Co Inc20,100$270K0.2%N/A0.006%
1/8/2026 Lincoln 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%
12/1/2025 Greenhaven Road Investment Management L.P.2,664,784$32.08M4.7%+47.1%0.779%
11/17/2025 Woodline Partners LP277,315$3.34M0.0%N/A0.081%
11/17/2025 Polar Capital Holdings Plc5,817,416$70.04M0.3%+9.4%1.701%
11/14/2025 Schonfeld Strategic Advisors LLC12,910$155K0.0%N/A0.004%
11/14/2025 Raymond James Financial Inc.114,585$1.38M0.0%+47.6%0.034%
11/14/2025 California State Teachers Retirement System33,406$402K0.0%+44.0%0.010%
11/14/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC45,216$544K0.0%-48.9%0.013%
11/14/2025 Two Sigma Investments LP69,042$831K0.0%-19.5%0.020%
11/14/2025 Vident Advisory LLC59,938$722K0.0%+67.2%0.018%
11/13/2025 UBS Group AG216,186$2.60M0.0%+80.6%0.063%
11/13/2025 BNP Paribas Financial Markets5,131$62K0.0%+165.3%0.002%
11/13/2025 Legal & General Group Plc29,827$359K0.0%+25.1%0.009%
11/13/2025 Neuberger Berman Group LLC8,047,786$96.90M0.1%+44.8%2.353%
11/12/2025 Dimensional Fund Advisors LP120,747$1.45M0.0%+26.1%0.035%
11/12/2025 Kingsview Wealth Management LLC13,227$159K0.0%N/A0.004%
11/10/2025 TD Asset Management Inc87,856$1.06M0.0%N/A0.026%
11/10/2025 Garner 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%
11/5/2025 Lincoln Capital LLC787,387$9.44M1.8%+29.7%0.230%
11/3/2025 Arizona State Retirement System11,713$141K0.0%N/A0.003%
10/28/2025 Pembroke 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%
9/4/2025 Osaic Holdings Inc.4,949$50K0.0%+2,374.5%0.001%
8/25/2025 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%
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%
8/5/2025Corton 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%
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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%
5/16/2025Goldman 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, 88 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 74 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), California State Teachers Retirement System ($628.38K), Garner Asset Management Corp ($603.65K), and Lincoln Capital LLC ($510.22K).

Institutional investors have bought a total of 8,786,370 shares in the last 24 months. This purchase volume represents approximately $106.35M 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 ($91.79K), 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 4,555,275 shares in the last 24 months. This volume of shares sold represents approximately $61.13M in transactions.


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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 9/9/2026. New 13F filings are added each quarter as they're published.
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