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

HGTY ranks #4004 out of 37503 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.

Dimensional Fund Advisors LP has added to its HGTY position for two straight quarters, increasing it by $2.0M to reach $4.5M today.

Greenhaven Road Investment Management, L.P. has trimmed its HGTY position for two straight quarters, cutting it by $12.9M while still holding $22.2M.

HGTY is down 0.9% today, but institutions show net buying of $29.6M this quarter — a divergence between today's price move and the underlying institutional flow.

HGTY posted net income of $70.0M over the trailing twelve months, and currently trades at a P/E of 65.9.

• 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