13F

Stock

Hagerty, Inc.

HGTY · held by 116 managers

Reported value

$1.14B

Holders

116

+3 new · −0 exited

Holders’ est. mark

$4.05M

Price effect on 6 books still in the name

Largest holder

$696.2M

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$696.2MHeld
NEUBERGER BERMAN GROUP LLC8.27M$111.1MHeld
Polar Capital Holdings Plc5.77M$77.5MHeld
Vanguard3.42M$45.9MHeld
Markel Group Inc.3.11M$41.8MHeld
Greenhaven Road Investment Management, L.P.2.62M$35.2M$3.66MAdded$3.08M
Pembroke Management, LTD2.23M$29.9MHeld
Lincoln Capital LLC812.9K$10.9MHeld
BlackRock, Inc.671.9K$9.03MHeld
ROYCE & ASSOCIATES LP525K$7.06MHeld
GEODE CAPITAL MANAGEMENT, LLC398.1K$5.35MHeld
Fidelity347.8K$4.67MHeld
MORGAN STANLEY332.8K$4.47M$323.8KAdded$1.69M
SCHOLTZ & COMPANY, LLC323.3K$4.35MHeld
Woodline Partners LP252.5K$3.39MHeld
State Street230.8K$3.1MHeld
CHARLES SCHWAB INVESTMENT MANAGEMENT INC215.8K$2.9MHeld
CONFLUENCE INVESTMENT MANAGEMENT LLC196.9K$2.65MHeld
UBS Group AG192.6K$2.59MHeld
DIMENSIONAL FUND ADVISORS LP181.4K$2.44MHeld
OXFORD FINANCIAL GROUP, LTD. LLC170K$2.28MHeld
National Philanthropic Trust150K$2.02MNew
Connor, Clark & Lunn Investment Management Ltd.146.2K$1.97MHeld
RAYMOND JAMES FINANCIAL INC119.9K$1.61MHeld
Trexquant Investment LP115.3K$1.55MHeld
LPL Financial LLC115K$1.55MHeld
BROWN ADVISORY INC109K$1.46MHeld
NORTHERN TRUST CORP104K$1.4MHeld
GABELLI & Co INVESTMENT ADVISERS, INC.103.3K$1.39MHeld
TWO SIGMA INVESTMENTS, LP92.7K$1.25MHeld
Renaissance Technologies88K$1.18MHeld
TD Asset Management Inc87.9K$1.18MHeld
D. E. Shaw & Co., Inc.80.4K$1.08MHeld
Swiss National Bank79.3K$1.07MHeld
TWO SIGMA ADVISERS, LP79.2K$1.06MHeld
Bristlecone Value Partners, LLC58K$779KHeld
PALISADE CAPITAL MANAGEMENT, LP56.3K$756.3KHeld
GOLDMAN SACHS GROUP INC56K$753.1KHeld
17 CAPITAL PARTNERS, LLC55K$739.2KHeld
Vident Advisory, LLC54.9K$738.3KHeld
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC45.2K$607.7KHeld
Bank of New York Mellon Corp38.5K$517.7KHeld
Citadel38.3K$514.9KHeld
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM33.4K$449KHeld
JANE STREET GROUP, LLC30.2K$405.5KHeld
Meixler Investment Management, Ltd.29.1K$391.1KHeld
ROYAL BANK OF CANADA27.8K$374KHeld
CANADA PENSION PLAN INVESTMENT BOARD27.1K$364.2KHeld
Schonfeld Strategic Advisors LLC26.7K$359.1KHeld
MILLENNIUM MANAGEMENT LLC26.3K$353.1KHeld
BARCLAYS PLC25.3K$340.5K$35.5KAdded$35.4K
Legal & General Group Plc24.8K$333.4KHeld
Icahn Capital23.4K$314.6KHeld
HSBC HOLDINGS PLC21.6K$292KHeld
JPMORGAN CHASE & CO20.7K$277.9KHeld
Yorktown Management & Research Co Inc20.1K$270.1KHeld
Dockside LLC19.1K$256.7KHeld
Painted Porch Advisors LLC18.6K$250.5K$26.1KAdded$26.1K
KLP KAPITALFORVALTNING AS16.9K$227.1KHeld
PharVision Advisers, LLC14.9K$200.8KHeld
JANUS HENDERSON GROUP PLC14.9K$200.6KHeld
MeadowBrook Investment Advisors LLC14.8K$198.8KHeld
Kingsview Wealth Management, LLC13.5K$180.9KHeld
Steward Partners Investment Advisory, LLC13K$175.1KHeld
OCCUDO QUANTITATIVE STRATEGIES LP12.6K$170KHeld
SUSQUEHANNA INTERNATIONAL GROUP, LLP11.3K$152KHeld
ARIZONA STATE RETIREMENT SYSTEM11.2K$150.6KHeld
VICTORY CAPITAL MANAGEMENT INC11.1K$149.2KHeld
WCM INVESTMENT MANAGEMENT, LLC10K$134.4KHeld
GLOBEFLEX CAPITAL L P9.34K$125.6KHeld
CAZ INVESTMENTS LP7.5K$100.8KHeld
LOS ANGELES CAPITAL MANAGEMENT LLC7.31K$81.8KHeld
Zurcher Kantonalbank (Zurich Cantonalbank)5.85K$78.6KHeld
T. Rowe Price Investment Management, Inc.5.16M$69.3KHeld
Ancora Advisors LLC4.48K$60.3KHeld
DEUTSCHE BANK AG\4.38K$58.8KHeld
OSAIC HOLDINGS, INC.3.23K$43.5KHeld
HUNTINGTON NATIONAL BANK3.1K$41.7KHeld
IFP Advisors, Inc3.09K$41.6K$4.27KAdded$4.85K
BNP PARIBAS FINANCIAL MARKETS1.73K$23.3KHeld
EverSource Wealth Advisors, LLC1.48K$19.9KHeld
TRUST CO OF VERMONT1.3K$17.5KHeld
Quarry LP1.01K$13.6KHeld
Geneos Wealth Management Inc.1K$13.4KHeld
BANK OF AMERICA CORP /DE/928$12.5K$1.3KCut−$1.25K
WELLS FARGO & COMPANY/MN833$11.2KHeld
JONES FINANCIAL COMPANIES LLLP700$9.41KHeld
CITIGROUP INC625$8.4KHeld
Farther Finance Advisors, LLC537$7.22KHeld
Bare Financial Services, Inc243$3.27KHeld
Gillson Capital LP202K$2.71KHeld
Commonwealth Retirement Investments LLC200$2.69KHeld
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO155$2.08KHeld
Marquette Asset Management, LLC154$2.07KHeld
Atlantic Union Bankshares Corp150$2.02KHeld
GROUP ONE TRADING LLC143$1.92KHeld
Parallel Advisors, LLC117$1.57KHeld
Root Financial Partners, LLC84$1.13KHeld
Aster Capital Management (DIFC) Ltd68$914Held
SageView Advisory Group, LLC64$861Held
Blue Trust, Inc.58$780Held
JFS WEALTH ADVISORS, LLC37$498Held
Allworth Financial LP31$417New
Essential Partners LLC17$228New
Keating Financial Advisory Services, Inc.12$161Held
Rialto Wealth Management, LLC10$135Held
ROTHSCHILD INVESTMENT LLC10$134Held
Fortitude Family Office, LLC6$81Held
Bay Harbor Wealth Management, LLC4$53Held
Center for Financial Planning, Inc.3$41Held
SJS Investment Consulting Inc.3$41Held
HFM Investment Advisors, LLC2$27Held
GW&K Investment Management, LLC1.02K$14Held
Dunhill Financial, LLC1$11Held
CWM, LLC272$4Held
Avion Wealth50$0Held

Positions as of Q4 2025. 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.