Hagerty Inc-a (HGTY) — Institutional Holders Breakdown (Q2 2026)

HGTY ranks #4007 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

HGTY is a top-conviction position for Greenhaven Road Investment Management, L.P. — at 14.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in HGTY belongs to State Farm Mutual Automobile Insurance Co, but the position matters far more to Greenhaven Road Investment Management, L.P., who has 14.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Lincoln Capital LLC has added to its HGTY position for two straight quarters, increasing it by $8.2M to reach $18.2M today.

HGTY is up 1.7% today, and institutions have been net buyers of $29.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

HGTY posted net income of $70.0M over the trailing twelve months, and currently trades at a P/E of 77.1.

• Profitable — net income of $70.0M over the trailing twelve months
• Revenue declined 20.5% year over year
• Net income declined year over year, from $101.9M to $70.0M
• Generated $219.0M in positive operating cash flow
• Liabilities run 6.09x equity — a highly leveraged balance sheet worth noting