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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
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 1 May 2026
Managers listing it
12
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
12,552,917
combined, among listed positions
Reported value
$132m
combined, at the quarter end

Among the 91 comparable managers: 5 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +142,846.

Managers listing HGTY in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, 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 LLC8,721,368$92m0.07%Added+451,74827 Oct 2026 (the filing on sec.gov)
Markel Group Inc3,108,000$33m0.27%Held01 May 2026 (the filing on sec.gov)
Woodline Partners LP260,544$2.7munder 0.1%Added+8,01415 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC157,668$1.7munder 0.1%Added+69,70014 May 2026 (the filing on sec.gov)
Two Sigma Investments LP91,582$964kunder 0.1%Trimmed-1,10715 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.86,554$911kunder 0.1%Added+6,17415 May 2026 (the filing on sec.gov)
Millennium Management LLC52,608$554kunder 0.1%Added+26,33915 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC25,358$267kunder 0.1%Trimmed-1,36015 May 2026 (the filing on sec.gov)
AQR Capital Management LLC21,675$228kunder 0.1%Trimmed-1,73415 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd14,933$157kunder 0.1%Held018 May 2026 (the filing on sec.gov)
Citadel Advisors LLC12,608$133kunder 0.1%Trimmed-25,70015 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)19$00.00%Trimmed-347,75415 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 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 (2)

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 →