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HGTY

HGTY

Hagerty, Inc.

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
32
Partial Q3 2026
Total 13F value
$90.6M
Filed positions so far
New positions
8
This quarter
Sold positions
0
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Markel Group

$41.8M3.11M0.33%Unchanged

Pembroke Management, Ltd

$23.6M1.76M2.92%+3.1%

Lincoln Capital Llc

$18.2M1.35M3.19%+38.7%

Garner Asset Management Corp

$2.8M172.8K0.91%Unchanged

Confluence Investment Management Llc

$1.4M101.8K0.02%-22.9%

Oppenheimer & Co Inc

$1.2M86.5K0.01%-3.2%

E. Ohman J:Or Asset Management Ab

$647K48.0K0.01%+4.2%

Meixler Investment Management, Ltd.

$333K24.8K0.18%-3.0%

Citadel Investment Advisory, Inc.

$219K16.3K0.10%New Position

Arizona State Retirement System

$155K11.5K0.00%+3.5%

Vise Technologies, Inc.

$139K10.3K0.00%New Position

State Of Alaska, Department Of Revenue

$55K4.1K0.00%New Position

Trust Co Of Vermont

$17K1.3K0.00%Unchanged

Covestor Ltd

$11K8450.01%-4.1%

Farther Finance Advisors, Llc

$8K5750.00%+13.4%

Essential Partners Llc

$5K3450.00%+0.9%

Signaturefd, Llc

$3K2010.00%+109.4%

Dedora Capital, Inc.

$3K2000.00%New Position

Sjs Investment Consulting Inc.

$2K1560.00%+28.9%

Root Financial Partners, Llc

$2K1480.00%New Position

Blue Trust, Inc.

$1K760.00%New Position

Ifp Advisors, Inc

$888660.00%-97.8%

Caitong International Asset Management Co., Ltd

$633470.00%New Position

Parallel Advisors, Llc

$471350.00%-73.5%

Gamma Investing Llc

$417310.00%Unchanged

Fortitude Family Office, Llc

$188140.00%-41.7%

Creative Capital Management Investments Llc

$162120.00%Unchanged

Jfs Wealth Advisors, Llc

$12290.00%Unchanged

Bay Harbor Wealth Management, Llc

$5440.00%+33.3%

Center For Financial Planning, Inc.

$4030.00%-99.8%

Decisionpoint Financial, Llc

$2720.00%Unchanged

Signature Resources Capital Management, Llc

$1310.00%New Position

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