Hagerty, Inc. — Institutional Ownership
Which tracked institutions hold HGTY, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
18
Funds holding
$59418631
Total value held
Buying
14 added/new · 3 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Markel Group Inc. | $35897400 | 3108000 | +3108000 | NEW BUY |
| 2 | Blackrock, Inc. | $8564330 | 718484 | +28391 | +4.11% |
| 3 | Morgan Stanley | $3661181 | 307146 | +9994 | +3.36% |
| 4 | State Street Corp | $3151159 | 264359 | +30571 | +13.08% |
| 5 | Ubs Group Ag | $2450644 | 205591 | +205591 | NEW BUY |
| 6 | Raymond James Financial Inc | $1624875 | 136315 | +10350 | +8.22% |
| 7 | Northern Trust Corp | $1307886 | 109722 | +4304 | +4.08% |
| 8 | Goldman Sachs Group Inc | $618755 | 51909 | +18342 | +54.64% |
| 9 | Bank Of Montreal /Can/ | $552277 | 46332 | +13000 | +39.00% |
| 10 | Bank Of New York Mellon Corp | $464928 | 39004 | -726 | -1.83% |
| 11 | Royal Bank Of Canada | $329000 | 27562 | -6 | -0.02% |
| 12 | Barclays Plc | $305319 | 25614 | +281 | +1.11% |
| 13 | Bank Of America Corp /De/ | $286319 | 24020 | +24020 | NEW BUY |
| 14 | Janus Henderson Group Plc | $157319 | 14933 | +14933 | NEW BUY |
| 15 | Wells Fargo & Company/Mn | $19215 | 1612 | +1511 | +1496.04% |
| 16 | Citigroup Inc | $17534 | 1471 | +846 | +135.36% |
| 17 | Jpmorgan Chase & Co | $8702 | 740 | -1782 | -70.66% |
| 18 | Atlantic Union Bankshares Corp | $1788 | 150 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.