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.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest 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 |
| Yorktown Management & Research Co Inc | Sold Out | 20.1K | 0 | -20.1K |
| TWO SIGMA INVESTMENTS, LP | Reduced | 91.6K | 71.6K | -20.0K |
| CITADEL ADVISORS LLC | Increased | 12.6K | 32.3K | +19.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 1.6M | 1.7M | +19.4K |
| GOLDMAN SACHS GROUP INC | Increased | 33.6K | 51.9K | +18.3K |
| SCHOLTZ & COMPANY, LLC | Reduced | 325.5K | 308.4K | -17.1K |
| AMERICAN CENTURY COMPANIES INC | Increased | 30.9K | 46.4K | +15.5K |
| Waverly Advisors, LLC | New | 0 | 15.0K | +15.0K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 21.7K | 36.4K | +14.7K |
| Sequoia Financial Advisors, LLC | New | 0 | 14.2K | +14.2K |
| Trexquant Investment LP | Reduced | 64.7K | 51.2K | -13.6K |
| BANK OF MONTREAL /CAN/ | Increased | 33.3K | 46.3K | +13.0K |
| R Squared Ltd | New | 0 | 12.6K | +12.6K |
| Schonfeld Strategic Advisors LLC | Increased | 25.4K | 37.6K | +12.2K |
| Vident Advisory, LLC | Reduced | 54.3K | 42.8K | -11.5K |
| LPL Financial LLC | Increased | 141.2K | 152.5K | +11.3K |
| RAYMOND JAMES FINANCIAL INC | Increased | 126.0K | 136.3K | +10.4K |
| MORGAN STANLEY | Increased | 297.2K | 307.1K | +10.0K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | Increased | 5.8K | 15.4K | +9.5K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Reduced | 140.8K | 132.1K | -8.8K |
| PALISADE CAPITAL MANAGEMENT, LP | Increased | 110.6K | 118.7K | +8.0K |
| Legal & General Group Plc | Increased | 18.0K | 25.5K | +7.6K |
| CAZ INVESTMENTS LP | Increased | 7.5K | 15.0K | +7.5K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Sold Out | 6.7K | 0 | -6.7K |
| NORTHERN TRUST CORP | Increased | 105.4K | 109.7K | +4.3K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 234.8K | 238.9K | +4.1K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | 217.5K | 213.9K | -3.6K |
| DEUTSCHE BANK AG\ | Reduced | 4.4K | 1.6K | -2.8K |
| Ancora Advisors LLC | Reduced | 4.5K | 2.4K | -2.1K |
| MRP Capital Investments, LLC | Reduced | 5.0K | 3.0K | -2.0K |
| Swiss National Bank | Increased | 79.3K | 81.1K | +1.8K |
| JPMORGAN CHASE & CO | Reduced | 2.5K | 740 | -1.8K |
| SIMPLEX TRADING, LLC | Increased | 330 | 2.1K | +1.7K |
| EverSource Wealth Advisors, LLC | Reduced | 3.1K | 1.5K | -1.6K |
| WELLS FARGO & COMPANY/MN | Increased | 101 | 1.6K | +1.5K |
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.