HGTY icon

Hagerty
HGTY

Overview Fund Activity

88 hedge funds and large institutions have $685M invested in Hagerty in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
25
Reduced
26
Closed
11
Calls
$643K
Puts
$28K
Net Calls
+$615K
Net Calls Change
-$74K

Top Buyers

1
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.72M
2
GAMC
Garner Asset Management Corp
Texas
+$2.91M
3
GRIM
Greenhaven Road Investment Management
Connecticut
+$1.12M
4
Citadel Advisors
Citadel Advisors
Florida
+$568K
5
LC
Lincoln Capital
Nebraska
+$520K

Top Sellers

1
FAM
Fenimore Asset Management
New York
-$4.08M
2
Renaissance Technologies
Renaissance Technologies
New York
-$408K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$272K
4
EIP
Epoch Investment Partners
New York
-$253K
5
Jane Street
Jane Street
New York
-$230K
Name Holding Trade Value Shares
Change 		Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$468M – – –
Neuberger Berman Group
2
Neuberger Berman Group
New York
$49.4M +$6.72M +743,597 +16%
PCH
3
Polar Capital Holdings
United Kingdom
$45.2M – – –
MG
4
Markel Group
Virginia
$28.1M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$23.8M -$272K -30,075 -1%
GRIM
6
Greenhaven Road Investment Management
Connecticut
$12.3M +$1.12M +124,336 +10%
PM
7
Pembroke Management
Quebec, Canada
$8.48M -$142K -15,727 -2%
LC
8
Lincoln Capital
Nebraska
$4.75M +$520K +60,791 +12%
RA
9
Royce & Associates
New York
$4.75M – – –
FAM
10
Fenimore Asset Management
New York
$4.51M -$4.08M -451,536 -48%
BlackRock
11
BlackRock
New York
$4.26M +$97.3K +10,759 +2%
GAMC
12
Garner Asset Management Corp
Texas
$2.91M +$2.91M +321,825 New
CIM
13
Confluence Investment Management
Missouri
$2.86M -$187K -20,731 -6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.26M +$78.1K +8,630 +4%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.34M -$408K -45,128 -23%
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.29M +$51.2K +5,667 +4%
State Street
17
State Street
Massachusetts
$1.25M +$3.8K +420 +0.3%
Charles Schwab
18
Charles Schwab
California
$1.23M -$39.6K -4,377 -3%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$1.22M -$10.8K -1,200 -0.9%
Citadel Advisors
20
Citadel Advisors
Florida
$1.08M +$568K +62,792 +111%
LPL Financial
21
LPL Financial
California
$1.05M +$4.7K +520 +0.5%
GC
22
Garde Capital
Washington
$940K – – –
GCIA
23
Gabelli & Co Investment Advisers
New York
$934K – – –
UBS Group
24
UBS Group
Switzerland
$911K +$139K +15,428 +18%
Two Sigma Investments
25
Two Sigma Investments
New York
$878K -$184K -20,329 -17%
1
2 3 4