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Hagerty

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.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+1
Holders Change %
+1.14%
% of All Funds
1.19%
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
$971K
Puts
$1K
Net Calls
+$970K
Net Calls Change
+$355K
Name Holding Trade Value Shares
Change
Shares
Change %
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$524M
Neuberger Berman Group
2
Neuberger Berman Group
New York
$56.2M +$896K +88,634 +2%
PCH
3
Polar Capital Holdings
United Kingdom
$53.8M +$3.23M +319,027 +6%
MG
4
Markel Group
Virginia
$31.4M
Vanguard Group
5
Vanguard Group
Pennsylvania
$26.4M -$207K -20,452 -0.8%
GRIM
6
Greenhaven Road Investment Management
Connecticut
$18.3M +$4.56M +451,033 +33%
PM
7
Pembroke Management
Quebec, Canada
$10M +$564K +55,749 +6%
LC
8
Lincoln Capital
Nebraska
$6.14M +$526K +52,023 +9%
RA
9
Royce & Associates
New York
$5.31M
BlackRock
10
BlackRock
New York
$4.75M -$21.1K -2,088 -0.4%
CIM
11
Confluence Investment Management
Missouri
$2.83M -$369K -36,450 -12%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.58M +$51.4K +5,077 +2%
SC
13
Scholtz & Company
Connecticut
$2.43M +$2.43M +240,290 New
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.61M +$165K +16,301 +11%
State Street
15
State Street
Massachusetts
$1.4M -$101 -10 -0%
Charles Schwab
16
Charles Schwab
California
$1.38M +$4.5K +445 +0.3%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$1.32M -$38K -3,761 -3%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.25M -$259K -25,600 -17%
UBS Group
19
UBS Group
Switzerland
$1.21M +$191K +18,938 +19%
LPL Financial
20
LPL Financial
California
$1.17M -$1.37K -135 -0.1%
GCIA
21
Gabelli & Co Investment Advisers
New York
$1.04M
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$968K +$92.9K +9,191 +11%
UBS AM
23
UBS AM
Illinois
$895K +$246K +24,284 +38%
Citadel Advisors
24
Citadel Advisors
Florida
$868K -$337K -33,292 -28%
Two Sigma Investments
25
Two Sigma Investments
New York
$867K -$114K -11,306 -12%