HGTY

Hagerty Inc-a

-$252.4M

Net Activity

Institutions Holding

117

Popularity Rank

#4132

Avg Weight

0.23%

Total Value

$955.7M

Ownership Trend

117 institutions currently hold HGTY, with 46 net buyers and 55 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

55

Net Buying Institutions

46

Key Holders

Key Holders

Top 5 by Value

SF
State Farm Mutual Automobile Insurance Co
$545.5M
NB
Neuberger Berman Group LLC
$91.8M
PC
Polar Capital Holdings Plc
$63.2M
TR
T. Rowe Price Investment Management, Inc.
$59.4M
Markel Group Inc.Markel Group Inc.
$32.7M

Top 5 by Conviction

GR
Greenhaven Road Investment Management, L.P.
17.17%
PM
Pembroke Management, LTD
2.65%
LC
Lincoln Capital LLC
1.90%
S&
Scholtz & Company, LLC
1.75%
BV
Bristlecone Value Partners, LLC
0.56%
View all 117 holding institutions

Quarterly Activity

Recent Activity

+$266.6M

Total Buy Value

$90.0M

Total Sell Value

New buy15
Trim38
Add31
Sold out17

46

Net Buyers

55

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

3

Filings (90d)

$163K

Total Est. Value

13K shares

Planned Shares

Last Filed 2026-07-02
FilerFiling DateEst. Value
DELANEY KEVIN M2026-07-02$38K
DELANEY KEVIN M2026-07-01$114K
DELANEY KEVIN M2026-06-30$11K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding HAGERTY INC-A (HGTY)?
Major stakeholders currently include State Farm Mutual Automobile Insurance Co ($545.5M), Neuberger Berman Group LLC ($91.8M), Polar Capital Holdings Plc ($63.2M). Based on the latest 13F filings, there are a total of 117 tracked investment funds and institutions maintaining positions in HGTY.
What is the overall institutional sentiment toward HGTY recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $252.4M, driven by 46 managers accumulating shares while 55 reduced their exposure.
Which institutions have been selling or reducing their HGTY positions?
In the latest period, 38 funds trimmed their holdings, and 17 managers completely exited their positions. The aggregate reported sell value was $90.0M.
Are there any notable investors adding HGTY to their portfolios?
Yes, buying activity remains notable. 15 institutions opened new positions in {ticker}, and 31 existing holders added to their shares. The total reported buy value for the quarter amounted to $266.6M.

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