13F

Stock

Hagerty, Inc.

HGTY · held by 116 managers

Reported value

$893.7M

Holders

116

+15 new · −18 exited

Holders’ est. mark

−$231.4M

Price effect on 95 books still in the name

Largest holder

$545.5M

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO51.8M$545.5M−$150.7MCut−$150.7M
NEUBERGER BERMAN GROUP LLC8.72M$91.8M−$24.1MCut−$19.3M
Polar Capital Holdings Plc6M$63.2M−$16.8MCut−$14.3M
Markel Group Inc.3.11M$32.7M−$9.04MCut−$9.04M
Greenhaven Road Investment Management, L.P.2.37M$25M−$6.9MCut−$10.2M
VANGUARD CAPITAL MANAGEMENT LLC1.87M$19.7MHeld
Pembroke Management, LTD1.74M$18.3M−$5.06MCut−$11.6M
VANGUARD PORTFOLIO MANAGEMENT LLC1.63M$17.2MHeld
Lincoln Capital LLC950.7K$10M−$2.37MCut−$916.3K
BlackRock, Inc.690.1K$7.27M−$1.96MCut−$1.76M
ROYCE & ASSOCIATES LP525K$5.53M−$1.53MCut−$1.53M
GEODE CAPITAL MANAGEMENT, LLC418.8K$4.41M−$1.16MCut−$941.5K
UBS Group AG346K$3.64M−$560.6KAdded$1.05M
SCHOLTZ & COMPANY, LLC325.5K$3.43M−$940.8KCut−$917.8K
MORGAN STANLEY297.2K$3.13M−$864.7KCut−$1.34M
DIMENSIONAL FUND ADVISORS LP271.3K$2.86M−$528KAdded$418.6K
Woodline Partners LP260.5K$2.74M−$734.9KCut−$650.5K
VANGUARD FIDUCIARY TRUST CO234.8K$2.47MHeld
State Street233.8K$2.46M−$671.6KCut−$640K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC217.5K$2.29M−$628.1KCut−$610.2K
OXFORD FINANCIAL GROUP, LTD. LLC170K$1.79M−$494.7KCut−$494.7K
Renaissance Technologies157.7K$1.66M−$256KAdded$478K
National Philanthropic Trust150K$1.58M−$436.5KCut−$436.5K
LPL Financial LLC141.2K$1.49M−$334.8KCut−$58.8K
CONFLUENCE INVESTMENT MANAGEMENT LLC140.8K$1.48M−$409.8KCut−$1.16M
RAYMOND JAMES FINANCIAL INC126K$1.33M−$348.9KCut−$284.8K
Connor, Clark & Lunn Investment Management Ltd.116K$1.22M−$337.7KCut−$743.5K
PALISADE CAPITAL MANAGEMENT, LP110.6K$1.16M−$163.7KAdded$408.7K
BROWN ADVISORY INC109K$1.15M−$317.2KCut−$317.2K
NORTHERN TRUST CORP105.4K$1.11M−$302.7KCut−$288K
GABELLI & Co INVESTMENT ADVISERS, INC.103.3K$1.09M−$300.6KCut−$300.6K
TD Asset Management Inc100.2K$1.05M−$255.7KCut−$125.8K
TWO SIGMA INVESTMENTS, LP91.6K$964.4K−$266.5KCut−$281.4K
D. E. Shaw & Co., Inc.86.6K$911.4K−$233.9KCut−$168.9K
Swiss National Bank79.3K$834.6K−$230.6KCut−$230.6K
Trexquant Investment LP64.7K$681.6K−$188.4KCut−$867.7K
Bristlecone Value Partners, LLC60.1K$632.8K−$168.7KCut−$146.3K
17 CAPITAL PARTNERS, LLC54.8K$576.7K−$159.4KCut−$162.5K
Vident Advisory, LLC54.3K$571.5K−$157.9KCut−$166.8K
MILLENNIUM MANAGEMENT LLC52.6K$554K−$76.4KAdded$200.9K
CANADA PENSION PLAN INVESTMENT BOARD50.9K$536K−$78.9KAdded$171.8K
E. Ohman J:or Asset Management AB45.6K$480.6KNew
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC45.2K$476.1K−$131.6KCut−$131.6K
Bank of New York Mellon Corp39.7K$418.4K−$112.1KCut−$99.4K
JT Stratford LLC38.1K$401.3KNew
GOLDMAN SACHS GROUP INC33.6K$353.5K−$97.7KCut−$399.6K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM33.4K$351.8K−$97.2KCut−$97.2K
BANK OF MONTREAL /CAN/33.3K$351KNew
AMERICAN CENTURY COMPANIES INC30.9K$325.5KNew
VANGUARD ASSET MANAGEMENT, Ltd30.5K$321.6KHeld
ROYAL BANK OF CANADA27.6K$290K−$80.3KCut−$84K
Meixler Investment Management, Ltd.26.3K$288K−$64.8KCut−$103.1K
Schonfeld Strategic Advisors LLC25.4K$267K−$73.8KCut−$92.1K
BARCLAYS PLC25.3K$266.8K−$73.7KCut−$73.7K
Icahn Capital21.7K$228.2K−$63.1KCut−$86.4K
HSBC HOLDINGS PLC21.6K$226.4K−$65.6KCut−$65.6K
Yorktown Management & Research Co Inc20.1K$211.7K−$58.5KCut−$58.5K
Painted Porch Advisors LLC18.6K$196.3K−$54.2KCut−$54.2K
Legal & General Group Plc18K$189.2K−$52.3KCut−$144.2K
KLP KAPITALFORVALTNING AS16.9K$178K−$49.2KCut−$49.2K
XTX Topco Ltd16.9K$177.6KNew
Vanguard Global Advisers, LLC15.3K$160.8KHeld
JANUS HENDERSON GROUP PLC14.9K$157.3K−$43.3KCut−$43.3K
Steward Partners Investment Advisory, LLC13.4K$141.5K−$37.9KCut−$33.6K
Vanguard Investments Australia, Ltd.13.3K$139.8KHeld
Citadel12.6K$132.8K−$36.7KCut−$382.1K
VICTORY CAPITAL MANAGEMENT INC11.1K$117.2K−$32.3KCut−$32K
ARIZONA STATE RETIREMENT SYSTEM11.1K$116.5K−$32.2KCut−$34.1K
MANUFACTURERS LIFE INSURANCE COMPANY, THE10.9K$114.6KNew
WCM INVESTMENT MANAGEMENT, LLC10K$105K−$29.4KCut−$29.4K
CAZ INVESTMENTS LP7.5K$79K−$21.8KCut−$21.8K
LOS ANGELES CAPITAL MANAGEMENT LLC6.67K$70.2K−$4.4KCut−$11.6K
Zurcher Kantonalbank (Zurich Cantonalbank)5.85K$61.6K−$17KCut−$17K
T. Rowe Price Investment Management, Inc.5.64M$59.4K−$15KCut−$9.91K
MRP Capital Investments, LLC5K$52.6KNew
Ancora Advisors LLC4.48K$47.2K−$13KCut−$13K
DEUTSCHE BANK AG\4.38K$46.1K−$12.7KCut−$12.7K
EverSource Wealth Advisors, LLC3.07K$32.3K−$4.31KAdded$12.4K
IFP Advisors, Inc3.06K$32.2K−$8.91KCut−$9.33K
JPMORGAN CHASE & CO2.52K$26.4K−$7.47KCut−$251.5K
CITIGROUP INC1.93K$20.3K−$1.82KAdded$11.9K
Center for Financial Planning, Inc.1.5K$15.8K−$9Added$15.8K
OSAIC HOLDINGS, INC.1.37K$14.4K−$3.98KCut−$29.1K
Geneos Wealth Management Inc.1K$10.5K−$2.91KCut−$2.91K
Tower Research Capital LLC (TRC)523$5.51KNew
Farther Finance Advisors, LLC508$5.42K−$1.41KCut−$1.8K
JONES FINANCIAL COMPANIES LLLP500$5.2K−$1.52KCut−$4.21K
SIMPLEX TRADING, LLC330$3.47KNew
CWM, LLC315$3.32K$2.86KAdded$3.31K
BNP PARIBAS FINANCIAL MARKETS257$2.71K−$748Cut−$20.6K
Gillson Capital LP202K$2.13K−$588Cut−$588
Atlantic Union Bankshares Corp150$1.58K−$436Cut−$436
Bare Financial Services, Inc150$1.58K−$437Cut−$1.69K
Allworth Financial LP118$1.24K−$90Added$826
WELLS FARGO & COMPANY/MN101$1.06K−$299Cut−$10.1K
SIGNATUREFD, LLC96$1.01KNew
Root Financial Partners, LLC74$779−$216Cut−$350
Blue Trust, Inc.67$706−$169Cut−$74
MAI Capital Management57$601New
GROUP ONE TRADING LLC43$453−$125Cut−$1.47K
GAMMA Investing LLC31$326New
Fidelity19$200−$55Cut−$4.67M
CVA Family Office, LLC15$158New
Essential Partners LLC9$95−$26Cut−$133
Parallel Advisors, LLC9$95−$26Cut−$1.48K
JFS WEALTH ADVISORS, LLC9$95−$26Cut−$403
ROTHSCHILD INVESTMENT LLC7$74−$20Cut−$60
Fortitude Family Office, LLC6$63−$18Cut−$18
SJS Investment Consulting Inc.3$32−$9Cut−$9
Vermillion Wealth Management, Inc.3$32New
Bay Harbor Wealth Management, LLC3$31−$9Cut−$22
Rialto Wealth Management, LLC2$22−$5Cut−$113
HFM Investment Advisors, LLC2$21−$6Cut−$6
Arax Advisory Partners1$11New
Keating Financial Advisory Services, Inc.1$11−$2Cut−$150
GW&K Investment Management, LLC1.02K$11−$3Cut−$3

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.