Hagerty, Inc. — Institutional Ownership
Which tracked institutions hold HGTY, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
14
Funds holding
$17152433
Total value held
Buying
10 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $7266679 | 690093 | +18169 | +2.70% |
| 2 | Morgan Stanley | $3129012 | 297152 | -35667 | -10.72% |
| 3 | State Street Corp | $2461788 | 233788 | +3002 | +1.30% |
| 4 | Raymond James Financial Inc | $1326412 | 125965 | +6080 | +5.07% |
| 5 | Northern Trust Corp | $1110051 | 105418 | +1398 | +1.34% |
| 6 | Bank Of New York Mellon Corp | $418357 | 39730 | +1209 | +3.14% |
| 7 | Goldman Sachs Group Inc | $353461 | 33567 | -22468 | -40.10% |
| 8 | Bank Of Montreal /Can/ | $350986 | 33332 | — | NEW BUY |
| 9 | Royal Bank Of Canada | $290000 | 27568 | — | NEW BUY |
| 10 | Barclays Plc | $266756 | 25333 | — | NEW BUY |
| 11 | Janus Henderson Group Plc | $157319 | 14933 | — | NEW BUY |
| 12 | Wells Fargo & Company/Mn | $11196 | 833 | +733 | +733.00% |
| 13 | Citigroup Inc | $8400 | 625 | -1799 | -74.22% |
| 14 | Atlantic Union Bankshares Corp | $2016 | 150 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.