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HGTY in the 13F filings

Hagerty Inc · CUSIP 405166109

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 31 Jul 2026
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 2 listed it in both
Shares listed
13,178,696
combined, among listed positions
Reported value
$156m
combined, at the quarter end

Among the 91 comparable managers: 5 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +625,779.

Managers listing HGTY in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

12 of 12 holders

ActionFiling
Neuberger Berman Group LLC9,528,505$114m0.08%Added+807,13727 Oct 2026 (the filing on sec.gov)
Markel Group Inc3,108,000$36m0.27%Held031 Jul 2026 (the filing on sec.gov)
Woodline Partners LP212,918$2.5munder 0.1%Trimmed-47,62614 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC73,268$873kunder 0.1%Trimmed-84,40013 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP71,610$854kunder 0.1%Trimmed-19,97214 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.48,129$574kunder 0.1%Trimmed-38,42514 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC37,562$448kunder 0.1%Added+12,20414 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC36,414$434kunder 0.1%Added+14,73914 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC32,337$385kunder 0.1%Added+19,7292 Sep 2026 (the filing on sec.gov)
Janus Henderson Group Ltd14,933$178kunder 0.1%Held014 Aug 2026 (the filing on sec.gov)
Millennium Management LLC14,182$169kunder 0.1%Trimmed-38,42614 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)838$10kunder 0.1%Added+81913 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

0123Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HGTY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20231$28mn.a.n.a.
Q3 20231$25mn.a.n.a.
Q4 20231$23m00
Q1 20241$27m00
Q2 20242$74m10
Q3 20242$74m10
Q4 20242$76m20
Q1 20252$78m10
Q2 20252$88m10
Q3 20253$136m20
Q4 20252$153m95
Q1 20262$125m57
Q2 20262$149m55

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

HGTY and V →HGTY and AXP →HGTY and BAC →Choose a stock to compare with HGTY →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own HGTY, latest filings →Back to the 13F Explorer →