HGTY Institutional Ownership
Who owns Hagerty, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 127 funds reported holding HGTY at Jun 30, 2026, together owning 27.1% of the company.
- ▲65 buying vs 41 selling
- ▲Held by funds +0.9 pts
- ▲Funds holding +10
- ▼Superinvestors: 1 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 127 | 117 | +8.5% |
| In funds' top 10 | 2 | 1 | +100.0% |
| 13F shares | 93.9M | 90.7M | +3.5% |
| Held by funds | 27.1% | 26.2% | +0.9 pts |
| New positions | 19 | 16 | +18.8% |
| Increased | 46 | 30 | +53.3% |
| Reduced | 32 | 38 | −15.8% |
| Sold out | 9 | 19 | −52.6% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 19K | −100.0% |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in HGTY
All superinvestors →
Who owns HGTY
share of fund held shares- Index and passive funds6.8%
- Active managers and hedge funds36.7%
- Banks and brokers1.3%
- Pensions, insurers and other55.3%
The top 10 holders own 91.9% of all HGTY shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
24 funds changed their position- Pembroke Management, LTDTrimmed−1.6M sh
- Lincoln Capital LLCAdded+377K sh
- Confluence Investment Management LLCTrimmed−30K sh
- Citadel Investment Advisory, Inc.New+16K sh
- Vise Technologies, Inc.New+10K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | State Farm Mutual Automobile Insurance Co | 14.94% | 51.8M | $617M | 0 |
| 2 | Neuberger Berman Group LLC | 2.75% | 9.5M | $114M | +807K |
| 3 | T. Rowe Price Investment Management, Inc. | 1.76% | 6.1M | $72.6M | +449K |
| 4 | Polar Capital Holdings Plc | 1.73% | 6M | $71.5M | 0 |
| 5 | Pembroke Management, LTD | 0.98% | 3.4M | $40.6M | +1.7M |
| 6 | Markel Group Inc. | 0.90% | 3.1M | $35.9M | 0 |
| 7 | Vanguard Capital Management LLC | 0.56% | 1.9M | $23M | +61K |
| 8 | Greenhaven Road Investment Management, L.P. | 0.54% | 1.9M | $22.2M | −505K |
| 9 | Vanguard Portfolio Management LLC | 0.48% | 1.7M | $19.7M | +19K |
| 10 | Lincoln Capital LLC | 0.28% | 974K | $11.6M | +23K |
- Pembroke Management, LTD+1.7M sh+$19.9M
- Neuberger Berman Group LLC+807K sh+$9.6M
- T. Rowe Price Investment Management, Inc.+449K sh+$5.3M
- First Trust Advisors LP+336K sh+$4M
- Garner Asset Management Corp+173K sh+$2.1M
- Brown Advisory Inc+109K sh+$1.3M
- Dimensional Fund Advisors LP+103K sh+$1.2M
- Oppenheimer & Co Inc+89K sh+$1.1M
- Greenhaven Road Investment Management, L.P.−505K sh−$6M
- UBS Group AG−140K sh−$1.7M
- Renaissance Technologies LLC−84K sh−$1M
- Woodline Partners LP−48K sh−$568K
- Connor, Clark & Lunn Investment Management Ltd.−47K sh−$559K
- Millennium Management LLC−38K sh−$458K
- D. E. Shaw & Co., Inc.−38K sh−$458K
- JT Stratford LLC−38K sh−$401K
HGTY institutional ownership FAQ
Who owns the most HGTY stock?
In Q2 2026 13F filings the largest holder of HGTY was State Farm Mutual Automobile Insurance Co, followed by Neuberger Berman Group LLC and T. Rowe Price Investment Management, Inc.. Index fund managers are usually the biggest holders of large companies.
What percentage of HGTY is owned by institutions?
Funds that file 13F reports held 27.1% of HGTY's shares at Jun 30, 2026, compared with 26.2% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying HGTY?
In Q2 2026, 65 funds bought HGTY (19 of them new positions) and 41 sold (9 sold out completely). Among well known investors, 1 added and 2 cut. Our fund sentiment for HGTY is bullish.
What is HGTY's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this HGTY ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.