HGTY Hagerty, Inc.
Hagerty, Inc. (HGTY) Institutional Ownership
What the institutions did with HGTY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
Sign in or subscribeLargest holders
| Manager | Shares | % of reported |
|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 51.8M | 55.2% |
| NEUBERGER BERMAN GROUP LLC | 9.5M | 10.1% |
| T. Rowe Price Investment Management, Inc. | 6.1M | 6.5% |
| Polar Capital Holdings Plc | 6.0M | 6.4% |
| Pembroke Management, LTD | 3.4M | 3.6% |
| Markel Group Inc. | 3.1M | 3.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | 2.1% |
| Greenhaven Road Investment Management, L.P. | 1.9M | 2.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.7M | 1.8% |
| Lincoln Capital LLC | 973.7K | 1.0% |
| BlackRock, Inc. | 718.5K | 0.8% |
| ROYCE & ASSOCIATES LP | 525.0K | 0.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 446.9K | 0.5% |
| DIMENSIONAL FUND ADVISORS LP | 374.6K | 0.4% |
| FIRST TRUST ADVISORS LP | 335.9K | 0.4% |
| SCHOLTZ & COMPANY, LLC | 308.4K | 0.3% |
| MORGAN STANLEY | 307.1K | 0.3% |
| Gillson Capital LP | 276.9K | 0.3% |
| STATE STREET CORP | 264.4K | 0.3% |
| VANGUARD FIDUCIARY TRUST CO | 238.9K | 0.3% |
| BROWN ADVISORY INC | 218.0K | 0.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 213.9K | 0.2% |
| Woodline Partners LP | 212.9K | 0.2% |
| UBS Group AG | 205.6K | 0.2% |
| Garner Asset Management Corp | 172.8K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Pembroke Management, LTD | Increased | 1.7M | 3.4M | +1.7M |
| NEUBERGER BERMAN GROUP LLC | Increased | 8.7M | 9.5M | +807.1K |
| Greenhaven Road Investment Management, L.P. | Reduced | 2.4M | 1.9M | -504.5K |
| T. Rowe Price Investment Management, Inc. | Increased | 5.6M | 6.1M | +448.5K |
| FIRST TRUST ADVISORS LP | New | 0 | 335.9K | +335.9K |
| Garner Asset Management Corp | New | 0 | 172.8K | +172.8K |
| UBS Group AG | Reduced | 346.0K | 205.6K | -140.4K |
| BROWN ADVISORY INC | Increased | 109.0K | 218.0K | +109.0K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 271.3K | 374.6K | +103.3K |
| OPPENHEIMER & CO INC | New | 0 | 89.4K | +89.4K |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | 157.7K | 73.3K | -84.4K |
| Gillson Capital LP | Increased | 202.0K | 276.9K | +74.9K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 1.9M | 1.9M | +60.9K |
| Woodline Partners LP | Reduced | 260.5K | 212.9K | -47.6K |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | 116.0K | 69.1K | -46.9K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 52.6K | 14.2K | -38.4K |
| D. E. Shaw & Co., Inc. | Reduced | 86.6K | 48.1K | -38.4K |
| JT Stratford LLC | Sold Out | 38.1K | 0 | -38.1K |
| STATE STREET CORP | Increased | 233.8K | 264.4K | +30.6K |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | 50.9K | 22.4K | -28.5K |
| BlackRock, Inc. | Increased | 690.1K | 718.5K | +28.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 418.8K | 446.9K | +28.1K |
| BANK OF AMERICA CORP /DE/ | New | 0 | 24.0K | +24.0K |
| Lincoln Capital LLC | Increased | 950.7K | 973.7K | +23.0K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Increased | 33.4K | 54.7K | +21.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.