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Hagerty
HGTY

Overview Fund Activity

89 hedge funds and large institutions have $769M invested in Hagerty in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 13 closing their positions.

Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
27
Reduced
26
Closed
13
Calls
$733K
Puts
$1K
Net Calls
+$732K
Net Calls Change
+$117K

Top Buyers

1
GRIM
1
Greenhaven Road Investment Management
Connecticut
$18.3M
2
PCH
2
Polar Capital Holdings
United Kingdom
$53.8M
3
SC
3
Scholtz & Company
Connecticut
$2.43M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$56.2M
5
PM
5
Pembroke Management
Quebec, Canada
$10M

Top Sellers

1
FAM
1
Fenimore Asset Management
New York
$0
2
GAMC
2
Garner Asset Management Corp
Texas
$0
3
GC
3
Garde Capital
Washington
$0
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$150K
5
CIM
5
Confluence Investment Management
Missouri
$2.83M
Name Market Value Shares Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$524M 51,800,000 – –
Neuberger Berman Group
2
Neuberger Berman Group
New York
$56.2M 5,557,427 +88,634 +2%
PCH
3
Polar Capital Holdings
United Kingdom
$53.8M 5,319,027 +319,027 +6%
MG
4
Markel Group
Virginia
$31.4M 3,108,000 – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$26.4M 2,612,741 -20,452 -0.8%
GRIM
6
Greenhaven Road Investment Management
Connecticut
$18.3M 1,811,539 +451,033 +33%
PM
7
Pembroke Management
Quebec, Canada
$10M 993,449 +55,749 +6%
LC
8
Lincoln Capital
Nebraska
$6.14M 607,309 +52,023 +9%
RA
9
Royce & Associates
New York
$5.31M 525,000 – –
BlackRock
10
BlackRock
New York
$4.75M 469,511 -2,088 -0.4%
CIM
11
Confluence Investment Management
Missouri
$2.83M 279,919 -36,450 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.58M 254,634 +5,077 +2%
SC
13
Scholtz & Company
Connecticut
$2.43M 240,290 +240,290 New
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.61M 159,069 +16,301 +11%
State Street
15
State Street
Massachusetts
$1.4M 138,254 -10 -0%
Charles Schwab
16
Charles Schwab
California
$1.38M 136,105 +445 +0.3%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$1.32M 130,939 -3,761 -3%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.25M 123,168 -25,600 -17%
UBS Group
19
UBS Group
Switzerland
$1.21M 119,693 +18,938 +19%
LPL Financial
20
LPL Financial
California
$1.17M 115,483 -135 -0.1%
GCIA
21
Gabelli & Co Investment Advisers
New York
$1.04M 103,300 – –
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$968K 95,775 +9,191 +11%
UBS AM
23
UBS AM
Illinois
$895K 88,489 +24,284 +38%
Citadel Advisors
24
Citadel Advisors
Florida
$868K 85,836 -33,292 -28%
Two Sigma Investments
25
Two Sigma Investments
New York
$867K 85,797 -11,306 -12%
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