We are live on ! Find out more
HGTY icon

Hagerty

116 hedge funds and large institutions have $955M invested in Hagerty in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

0.34% more ownership

Funds ownership: 89.41%89.75% (+0.34%)

0% more funds holding

Funds holding: 116116 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

21% less capital invested

Capital invested by funds: $1.21B → $955M (-$253M)

70% less call options, than puts

Call options by funds: $117K | Put options by funds: $393K

Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
31
Reduced
36
Closed
18
Calls
$117K
Puts
$393K
Net Calls
-$276K
Net Calls Change
-$221K
Name Holding Trade Value Shares
Change
Change in
Stake
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$545M
Neuberger Berman Group
2
Neuberger Berman Group
New York
$91.8M +$5.27M +451,748 +5%
PCH
3
Polar Capital Holdings
United Kingdom
$63.2M +$2.72M +232,584 +4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$59.4M +$5.65M +483,581 +9%
MG
5
Markel Group
Virginia
$32.7M
GRIM
6
Greenhaven Road Investment Management
Connecticut
$25M -$2.88M -246,676 -9%
VCM
7
Vanguard Capital Management
Pennsylvania
$19.7M +$21.8M +1,867,573 New
PM
8
Pembroke Management
Quebec, Canada
$18.3M -$5.71M -488,955 -22%
VPM
9
Vanguard Portfolio Management
Pennsylvania
$17.2M +$19M +1,630,971 New
LC
10
Lincoln Capital
Nebraska
$10M +$1.61M +137,794 +17%
BlackRock
11
BlackRock
New York
$7.27M +$212K +18,169 +3%
RA
12
Royce & Associates
New York
$5.53M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.41M +$241K +20,663 +5%
UBS Group
14
UBS Group
Switzerland
$3.64M +$1.79M +153,327 +80%
SC
15
Scholtz & Company
Connecticut
$3.43M +$25.6K +2,190 +0.7%
Morgan Stanley
16
Morgan Stanley
New York
$3.13M -$416K -35,667 -11%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.86M +$1.05M +89,898 +50%
WP
18
Woodline Partners
California
$2.74M +$93.6K +8,014 +3%
VFT
19
Vanguard Fiduciary Trust
Pennsylvania
$2.47M +$2.74M +234,818 New
State Street
20
State Street
Massachusetts
$2.46M +$35K +3,002 +1%
Charles Schwab
21
Charles Schwab
California
$2.29M +$19.8K +1,692 +0.8%
GC
22
Gillson Capital
Illinois
$2.13M
OFG
23
Oxford Financial Group
Indiana
$1.79M
Renaissance Technologies
24
Renaissance Technologies
New York
$1.66M +$814K +69,700 +79%
NPT
25
National Philanthropic Trust
Pennsylvania
$1.58M