Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in HGTY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 51.8M | $545.5M | 0.0% | 15.086% | 0.43% |
| 2 | Neuberger Berman Group LLC | 8.7M | $91.8M | +5.5% | 2.540% | 0.07% |
| 3 | Polar Capital Holdings Plc | 6.0M | $63.2M | +4.0% | 1.748% | 0.22% |
| 4 | MARKEL CORP | 3.1M | $32.7M | 0.0% | 0.905% | 0.27% |
| 5 | Greenhaven Road Investment Management, L.P. | 2.4M | $25.0M | -9.4% | 0.690% | 17.17% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $19.7M | β | 0.544% | 0.00% |
| 7 | Pembroke Management, LTD | 1.7M | $18.3M | -22.0% | 0.506% | 2.65% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | $17.2M | β | 0.475% | 0.00% |
| 9 | Lincoln Capital LLC | 951K | $10.0M | +17.0% | 0.277% | 1.90% |
| 10 | BlackRock, Inc. | 690K | $7.3M | +2.7% | 0.201% | 0.00% |
| 11 | ROYCE & ASSOCIATES LP | 525K | $5.5M | 0.0% | 0.153% | 0.05% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 419K | $4.4M | +5.2% | 0.122% | 0.00% |
| 13 | UBS Group AG | 346K | $3.6M | +79.6% | 0.101% | 0.00% |
| 14 | SCHOLTZ & COMPANY, LLC | 326K | $3.4M | +0.7% | 0.095% | 1.75% |
| 15 | MORGAN STANLEY | 297K | $3.1M | -10.7% | 0.086% | 0.00% |
| 16 | DIMENSIONAL FUND ADVISORS LP | 271K | $2.9M | +49.5% | 0.079% | 0.00% |
| 17 | Woodline Partners LP | 261K | $2.7M | +3.2% | 0.076% | 0.01% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 235K | $2.5M | β | 0.068% | 0.00% |
| 19 | STATE STREET CORP | 234K | $2.5M | +1.3% | 0.068% | 0.00% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 218K | $2.3M | +0.8% | 0.063% | 0.00% |
| 21 | National Philanthropic Trust | 150K | $2.0M | β | 0.044% | 0.00% |
| 22 | OXFORD FINANCIAL GROUP LTD | 170K | $1.8M | 0.0% | 0.050% | 0.10% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 158K | $1.7M | +79.2% | 0.046% | 0.00% |
| 24 | LPL Financial LLC | 141K | $1.5M | +22.8% | 0.041% | 0.00% |
| 25 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 141K | $1.5M | -28.5% | 0.041% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in HGTY β a direct measure of their conviction.
Filings activity in HGTY during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new HGTY position in Q1 2026
Institutions that fully closed their HGTY position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 113 | +1.8% | 24.02% | 6.44 pp | $894M | 21% |
| Q4 2025 | 111 | +16% | 30.46% | +3.19 pp | $1.13B | +12% |
| Q3 2025 | 96 | +6.7% | 27.27% | +6.61 pp | $1.02B | +32% |
| Q2 2025 | 90 | +3.4% | 20.66% | +2.30 pp | $769M | +13% |
| Q1 2025 | 87 | 2.2% | 18.36% | 1.09 pp | $683M | 5.6% |
| Q4 2024 | 89 | +16% | 19.45% | 0.65 pp | $724M | 3.2% |
| Q3 2024 | 77 | +6.9% | 20.10% | +0.30 pp | $748M | +1.5% |
| Q2 2024 | 72 | β | 19.80% | β | $737M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying HGTY stock.
Based on Q1 2026 13F filings, institutional ownership of Hagerty, Inc. stands at 24.0%, held across 113 reporting institutions.
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO is the largest reported institutional holder of HGTY, with approximately 51,800,000 shares worth $0.55B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of HGTY, including Greenhaven Road Investment Management, L.P., RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for HGTY is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
24 institutions opened new positions in HGTY during Q1 2026, while 22 fully exited. 12 added to existing positions and 77 trimmed.
HGTY institutional ownership fell by 6.44 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 92.9% of all reported 13F value in HGTY, and the top 25 account for 97.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Hagerty, Inc. (HGTY) Institutional Ownership