Hagerty
HGTY
117 hedge funds and large institutions have $955M invested in Hagerty in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 19 closing their positions.
16% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 19
1% more funds holding
Funds holding: 116 → 117 (+1)
0.34% more ownership
Funds ownership: 89.41% → 89.75% (+0.34%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$5.65M |
| 2 |
Neuberger Berman Group
New York
|
+$5.27M |
| 3 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$2.72M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.79M |
| 5 |
LC
Lincoln Capital
Lincoln,
Nebraska
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PM
Pembroke Management
Montreal,
Quebec, Canada
|
-$5.71M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.06M |
| 3 |
GRIM
Greenhaven Road Investment Management
Greenwich,
Connecticut
|
-$2.88M |
| 4 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$655K |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
-$590K |
HGTY Hedge Fund Activity: Q1 2026 in Review
117 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Hagerty (HGTY) for Q1 2026, worth a combined $955M — down 21% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HGTY positions and 19 closed out — a net gain of 3 holders — while 31 added to existing stakes and 36 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $5.65M. The largest seller was Pembroke Management, cutting an estimated $5.71M.
- 117 institutional investors held Hagerty (HGTY) as of Q1 2026, up from 116 in Q4 2025.
- Funds reported $955M of Hagerty stock for Q1 2026, down 21% quarter-over-quarter.
- 22 funds opened new Hagerty positions in Q1 2026 and 19 closed out, a net change of +3 holders.
- The largest Hagerty buyer in Q1 2026 was T. Rowe Price Investment Management, an estimated $5.65M added.
- The largest Hagerty seller in Q1 2026 was Pembroke Management, an estimated $5.71M sold.
Based on aggregated 13F filings for Q1 2026.