HAGERTY INC-A (HGTY) Institutional Ownership Changes & 13F Activity

HAGERTY INC-A (HGTY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include California State Teachers Retirement System, Greenhaven Road Investment Management, L.P., T. Rowe Price Investment Management, Inc., Sixth Street Partners Management Company, L.P., and Brown Advisory Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Manufacturers Life Insurance Company, TheBuy+10,807+99.3%21,688$258.52KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+52,066+413.0%64,674$770.91KQ2 2026Sep 02, 2026
California State Teachers Retirement SystemBuy+672,827+2014.1%706,233$706.23KQ2 2026Aug 24, 2026
Caz Investments LpBuy+7,500+100.0%15,000$178.80KQ2 2026Aug 24, 2026
Greenhaven Road Investment Management, L.P.Sell-504,548-21.3%1,865,430$22.24MQ2 2026Aug 14, 2026
T. Rowe Price Investment Management, Inc.Buy+448,501+8.0%6,088,981$72.58MQ2 2026Aug 14, 2026
Sixth Street Partners Management Company, L.P.Buy+213,947213,947$2.55MQ2 2026Aug 14, 2026
Brown Advisory IncBuy+109,000+100.0%218,000$2.60MQ2 2026Aug 14, 2026
Gillson Capital LpBuy+74,937+37.1%276,949$3.30MQ2 2026Aug 14, 2026
Woodline Partners LpSell-47,626-18.3%212,918$2.54MQ2 2026Aug 14, 2026
Millennium Management LlcSell-38,426-73.0%14,182$169.05KQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-38,425-44.4%48,129$573.70KQ2 2026Aug 14, 2026
Canada Pension Plan Investment BoardSell-28,500-56.0%22,400$267.01KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+24,02024,020$286.32KQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-19,972-21.8%71,610$853.59KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+18,342+54.6%51,909$618.75KQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+15,04515,045$179.34KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+14,731+68.0%36,406$433.96KQ2 2026Aug 14, 2026
Trexquant Investment LpSell-13,568-21.0%51,162$609.85KQ2 2026Aug 14, 2026
Schonfeld Strategic Advisors LlcBuy+12,204+48.1%37,562$447.74KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+10,350+8.2%136,315$1.62MQ2 2026Aug 14, 2026
Palisade Capital Management, LpBuy+8,021+7.2%118,657$1.41MQ2 2026Aug 14, 2026
Legal & General Group PlcBuy+7,556+42.1%25,520$304.20KQ2 2026Aug 14, 2026
Charles Schwab Investment Management IncSell-3,575-1.6%213,947$2.55MQ2 2026Aug 14, 2026
Ancora Advisors LlcSell-2,126-47.4%2,357$28.09KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+1,410+698.0%1,612$19.21KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+995+199.0%1,495$17.58KQ2 2026Aug 14, 2026
Xtx Topco LtdSell-829-4.9%16,040$191.20KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-812-59.4%554$6.60KQ2 2026Aug 14, 2026
Barclays PlcBuy+281+1.1%25,614$305.32KQ2 2026Aug 14, 2026
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Frequently asked questions about HGTY activity

  • Which institutional owners are buying HGTY?

    Institutional owners buying HGTY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HGTY activity?

    "Buy" means an investor increased their reported position in HGTY compared to the prior reporting period. This reflects growing exposure to HAGERTY INC-A (HGTY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HGTY increasing?

    Institutional interest in HGTY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.