Security record · archived quarter
HGTY
Hagerty, Inc. · Financial Services · Insurance - Property & Casualty
51Tracked holders
+2Δ holders
70.71MShares held
$950.40MReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +4.1% ·
share flow 0.0% ·
net new positions +3.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +3 | 70.81M | $842.88M | +4 | −1 |
| Q1 2026 | 51 | 0 | 69.60M | $732.84M | +4 | −4 |
| Q4 2025 | 51 | +2 | 70.71M | $950.40M | +3 | −1 |
| Q3 2025 | 13 | -2 | 8.94M | $107.63M | +1 | −3 |
| Q2 2025 | 12 | 0 | 7.00M | $70.74M | — | — |
| Q1 2025 | 9 | +1 | 3.92M | $35.46M | +1 | — |
| Q4 2024 | 8 | 0 | 3.93M | $37.89M | — | — |
| Q3 2024 | 7 | 0 | 3.81M | $38.75M | — | — |
| Q2 2024 | 7 | — | 4.08M | $37.93M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Farm Mutual Automobile… | 51.80M | — | $696.19M | 0.5% | n/c | 1 | SEC ↗ |
| 2 | Neuberger Berman Group LLC | 8.27M | — | $111.14M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Neuberger Berman Group LLC | 8.27M | — | $111.14M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 3.42M | -1.2% | $45.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 3.42M | -1.2% | $45.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 3.42M | -1.2% | $45.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passive) | 3.42M | -1.2% | $45.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passive) | 3.42M | -1.2% | $45.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Markel Group ✦ | 3.11M | 0.0% | $41.77M | 0.3% | Held | 7 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 671.92K | +3.6% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 671.92K | +3.6% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 671.92K | +3.6% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 671.92K | +3.6% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 671.92K | +3.6% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 671.92K | +3.6% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 671.92K | +3.6% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Geode Capital Management ✦ (passive) | 398.14K | -1.0% | $5.35M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 18 | Geode Capital Management ✦ (passive) | 398.14K | -1.0% | $5.35M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 347.77K | -30.5% | $4.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 332.82K | +43.9% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 332.82K | +43.9% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 332.82K | +43.9% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 332.82K | +43.9% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 332.82K | +43.9% | $4.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (passive) | 230.79K | +15.2% | $3.10M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Charles Schwab Investment… | 215.83K | — | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 192.63K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 192.63K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 192.63K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Dimensional Fund Advisors Lp | 181.45K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Dimensional Fund Advisors Lp | 181.45K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 181.45K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Dimensional Fund Advisors Lp | 181.45K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Connor, Clark & Lunn Investment… | 146.23K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Raymond James Financial Inc | 119.89K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Raymond James Financial Inc | 119.89K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | LPL Financial LLC | 115.04K | — | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Brown Advisory Inc | 109.00K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Northern Trust Corp | 104.02K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northern Trust Corp | 104.02K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Two Sigma Investments ✦ | 92.69K | +34.2% | $1.25M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 42 | Renaissance Technologies ✦ | 87.97K | -25.4% | $1.18M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 43 | Td Asset Management Inc | 87.86K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | D. E. Shaw & Co. ✦ | 80.38K | +0.1% | $1.08M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 45 | Swiss National Bank | 79.26K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Goldman Sachs Group ✦ | 56.03K | +203.2% | $753,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Goldman Sachs Group ✦ | 56.03K | +203.2% | $753,110 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 45.22K | — | $607,703 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Hsbc Holdings Plc | 43.28K | — | $583,902 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Hsbc Holdings Plc | 43.28K | — | $583,902 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Hsbc Holdings Plc | 43.28K | — | $583,902 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Hsbc Holdings Plc | 43.28K | — | $583,902 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 38.52K | — | $517,722 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 38.52K | — | $517,722 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Citadel Advisors ✦ | 38.31K | New | $514,860 | 0.0% | New | 1 | SEC ↗ |
| 56 | California State Teachers… | 33.41K | — | $448,977 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Jane Street Group, Llc | 30.17K | — | $405,458 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Royal Bank Of Canada | 27.84K | — | $374,000 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Royal Bank Of Canada | 27.84K | — | $374,000 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Royal Bank Of Canada | 27.84K | — | $374,000 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Royal Bank Of Canada | 27.84K | — | $374,000 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Canada Pension Plan Investment Board | 27.10K | — | $364,224 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Millennium Management ✦ | 26.27K | New | $353,055 | 0.0% | New | 1 | SEC ↗ |
| 64 | Barclays Plc | 25.33K | — | $340,475 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Barclays Plc | 25.33K | — | $340,475 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Legal & General Group Plc | 24.80K | — | $333,352 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 23.41K | New | $314,617 | 0.0% | New | 1 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 23.41K | New | $314,617 | 0.0% | New | 1 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 23.41K | New | $314,617 | 0.0% | New | 1 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 23.41K | New | $314,617 | 0.0% | New | 1 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 20.68K | +1347.9% | $277,885 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 20.68K | +1347.9% | $277,885 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 20.68K | +1347.9% | $277,885 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Janus Henderson Group Plc | 14.93K | — | $200,625 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Susquehanna International Group, Llp | 11.31K | — | $151,953 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Victory Capital Management Inc | 11.10K | — | $149,224 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Wcm Investment Management, Llc | 10.02K | — | $134,408 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Zurcher Kantonalbank (Zurich… | 5.85K | — | $78,584 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Deutsche Bank Ag\ | 4.38K | — | $58,840 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 3.23K | — | $43,464 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 3.23K | — | $43,464 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bnp Paribas Financial Markets | 1.73K | — | $23,305 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Bank Of America Corp /De/ | 928 | — | $12,472 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Bank Of America Corp /De/ | 928 | — | $12,472 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Bank Of America Corp /De/ | 928 | — | $12,472 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Wells Fargo & Company/Mn | 833 | — | $11,196 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Jones Financial Companies Lllp | 700 | — | $9,408 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Citigroup Inc | 625 | — | $8,400 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Cwm, Llc | 272 | — | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Northwestern Mutual Wealth… | 155 | — | $2,083 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Group One Trading Llc | 143 | — | $1,922 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $514,860 | 0.0% |
| Millennium Management | $353,055 | 0.0% |
| AQR Capital Management | $314,617 | 0.0% |
| AQR Capital Management | $314,617 | 0.0% |
| AQR Capital Management | $314,617 | 0.0% |
| AQR Capital Management | $314,617 | 0.0% |
Exited
| Soros Fund Management | $1.24M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 115 holders, 90.71M shares, $893.66M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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