CUSIP 405166109
HAGERTY INC
135 institutions · $1.14B total · 90,076,124 shares · HGTY
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 51,800,000 | $696.2M | 57.50% | 2025-12-31 |
| 2 | NEUBERGER BERMAN GROUP LLC | 8,205,326 | $110.3M | 9.10% | 2025-12-31 |
| 3 | Polar Capital Holdings Plc | 5,767,416 | $77.5M | 6.40% | 2025-12-31 |
| 4 | VANGUARD GROUP INC | 3,132,366 | $42.1M | 3.47% | 2025-12-31 |
| 5 | Markel Group Inc. | 3,108,000 | $41.8M | 3.45% | 2025-12-31 |
| 6 | Greenhaven Road Investment Management, L.P. | 2,616,654 | $35.2M | 2.90% | 2025-12-31 |
| 7 | Pembroke Management, LTD | 2,226,961 | $29.9M | 2.47% | 2025-12-31 |
| 8 | Lincoln Capital LLC | 812,858 | $10.9M | 0.90% | 2025-12-31 |
| 9 | BlackRock, Inc. | 617,882 | $8.3M | 0.68% | 2025-12-31 |
| 10 | ROYCE & ASSOCIATES LP | 525,000 | $7.1M | 0.58% | 2025-12-31 |
| 11 | FMR LLC | 347,773 | $4.7M | 0.38% | 2025-12-31 |
| 12 | Fenimore Asset Management Inc | 498,986 | $4.5M | 0.55% | 2025-03-31 |
| 13 | SCHOLTZ & COMPANY, LLC | 323,315 | $4.3M | 0.35% | 2025-12-31 |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 320,523 | $4.3M | 0.35% | 2025-12-31 |
| 15 | MORGAN STANLEY | 279,400 | $3.8M | 0.31% | 2025-12-31 |
| 16 | Woodline Partners LP | 252,530 | $3.4M | 0.28% | 2025-12-31 |
| 17 | Garner Asset Management Corp | 281,825 | $3.4M | 0.31% | 2025-09-30 |
| 18 | STATE STREET CORP | 230,786 | $3.1M | 0.25% | 2025-12-31 |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 215,830 | $2.9M | 0.23% | 2025-12-31 |
| 20 | OXFORD FINANCIAL GROUP, LTD. LLC | 170,000 | $2.3M | 0.18% | 2025-12-31 |
| 21 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 165,602 | $2.2M | 0.18% | 2025-12-31 |
| 22 | DIMENSIONAL FUND ADVISORS LP | 147,279 | $2.0M | 0.16% | 2025-12-31 |
| 23 | Connor, Clark & Lunn Investment Management Ltd. | 146,228 | $2.0M | 0.16% | 2025-12-31 |
| 24 | Trexquant Investment LP | 115,277 | $1.5M | 0.12% | 2025-12-31 |
| 25 | LPL Financial LLC | 115,039 | $1.5M | 0.12% | 2025-12-31 |
| 26 | BROWN ADVISORY INC | 109,000 | $1.5M | 0.12% | 2025-12-31 |
| 27 | GABELLI & Co INVESTMENT ADVISERS, INC. | 103,300 | $1.4M | 0.11% | 2025-12-31 |
| 28 | UBS Group AG | 100,570 | $1.4M | 0.11% | 2025-12-31 |
| 29 | TWO SIGMA INVESTMENTS, LP | 92,689 | $1.2M | 0.10% | 2025-12-31 |
| 30 | SOROS FUND MANAGEMENT LLC | 102,611 | $1.2M | 0.11% | 2025-09-30 |
| 31 | RENAISSANCE TECHNOLOGIES LLC | 87,968 | $1.2M | 0.09% | 2025-12-31 |
| 32 | TD Asset Management Inc | 87,856 | $1.2M | 0.09% | 2025-12-31 |
| 33 | RAYMOND JAMES FINANCIAL INC | 87,235 | $1.2M | 0.09% | 2025-12-31 |
| 34 | NORTHERN TRUST CORP | 86,391 | $1.2M | 0.09% | 2025-12-31 |
| 35 | D. E. Shaw & Co., Inc. | 80,380 | $1.1M | 0.08% | 2025-12-31 |
| 36 | Swiss National Bank | 79,260 | $1.1M | 0.08% | 2025-12-31 |
| 37 | TWO SIGMA ADVISERS, LP | 79,200 | $1.1M | 0.08% | 2025-12-31 |
| 38 | Garde Capital, Inc. | 103,960 | $939.8K | 0.11% | 2025-03-31 |
| 39 | Bristlecone Value Partners, LLC | 57,965 | $779.0K | 0.06% | 2025-12-31 |
| 40 | PALISADE CAPITAL MANAGEMENT, LP | 56,271 | $756.3K | 0.06% | 2025-12-31 |
| 41 | 17 CAPITAL PARTNERS, LLC | 55,000 | $739.2K | 0.06% | 2025-12-31 |
| 42 | Vident Advisory, LLC | 54,931 | $738.3K | 0.06% | 2025-12-31 |
| 43 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 45,216 | $607.7K | 0.05% | 2025-12-31 |
| 44 | GOLDMAN SACHS GROUP INC | 40,259 | $541.1K | 0.04% | 2025-12-31 |
| 45 | CITADEL ADVISORS LLC | 38,308 | $514.9K | 0.04% | 2025-12-31 |
| 46 | Bank of New York Mellon Corp | 34,410 | $462.5K | 0.03% | 2025-12-31 |
| 47 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 33,406 | $449.0K | 0.03% | 2025-12-31 |
| 48 | JANE STREET GROUP, LLC | 30,168 | $405.5K | 0.03% | 2025-12-31 |
| 49 | Meixler Investment Management, Ltd. | 29,100 | $391.1K | 0.03% | 2025-12-31 |
| 50 | CANADA PENSION PLAN INVESTMENT BOARD | 27,100 | $364.2K | 0.03% | 2025-12-31 |
| 51 | Schonfeld Strategic Advisors LLC | 26,718 | $359.1K | 0.02% | 2025-12-31 |
| 52 | MILLENNIUM MANAGEMENT LLC | 26,269 | $353.1K | 0.02% | 2025-12-31 |
| 53 | BARCLAYS PLC | 25,310 | $340.2K | 0.02% | 2025-12-31 |
| 54 | Legal & General Group Plc | 24,803 | $333.4K | 0.02% | 2025-12-31 |
| 55 | AMERIPRISE FINANCIAL INC | 32,968 | $333.3K | 0.03% | 2025-06-30 |
| 56 | AQR CAPITAL MANAGEMENT LLC | 23,298 | $313.1K | 0.02% | 2025-12-31 |
| 57 | Corton Capital Inc. | 24,157 | $290.9K | 0.02% | 2025-09-30 |
| 58 | Epoch Investment Partners, Inc. | 28,720 | $290.4K | 0.03% | 2025-06-30 |
| 59 | Yorktown Management & Research Co Inc | 20,100 | $270.1K | 0.02% | 2025-12-31 |
| 60 | JPMORGAN CHASE & CO | 19,905 | $267.5K | 0.02% | 2025-12-31 |
| 61 | Dockside LLC | 19,103 | $256.7K | 0.02% | 2025-12-31 |
| 62 | HSBC HOLDINGS PLC | 21,642 | $255.6K | 0.02% | 2025-09-30 |
| 63 | KLP KAPITALFORVALTNING AS | 16,900 | $227.1K | 0.01% | 2025-12-31 |
| 64 | Goldstone Financial Group, LLC | 18,732 | $225.5K | 0.02% | 2025-09-30 |
| 65 | Painted Porch Advisors LLC | 18,638 | $224.4K | 0.02% | 2025-12-31 |
| 66 | EntryPoint Capital, LLC | 18,571 | $223.6K | 0.02% | 2025-09-30 |
| 67 | MARSHALL WACE, LLP | 21,283 | $215.2K | 0.02% | 2025-06-30 |
| 68 | PharVision Advisers, LLC | 14,937 | $200.8K | 0.01% | 2025-12-31 |
| 69 | JANUS HENDERSON GROUP PLC | 14,933 | $200.6K | 0.01% | 2025-12-31 |
| 70 | MeadowBrook Investment Advisors LLC | 14,790 | $198.8K | 0.01% | 2025-12-31 |
| 71 | Royal Bank of Canada | 14,147 | $190.0K | 0.01% | 2025-12-31 |
| 72 | Kingsview Wealth Management, LLC | 13,459 | $180.9K | 0.01% | 2025-12-31 |
| 73 | Steward Partners Investment Advisory, LLC | 13,027 | $175.1K | 0.01% | 2025-12-31 |
| 74 | OCCUDO QUANTITATIVE STRATEGIES LP | 12,649 | $170.0K | 0.01% | 2025-12-31 |
| 75 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,306 | $152.0K | 0.01% | 2025-12-31 |
| 76 | Arizona State Retirement System | 11,204 | $150.6K | 0.01% | 2025-12-31 |
| 77 | VICTORY CAPITAL MANAGEMENT INC | 11,103 | $149.2K | 0.01% | 2025-12-31 |
| 78 | WCM INVESTMENT MANAGEMENT, LLC | 10,023 | $134.4K | 0.01% | 2025-12-31 |
| 79 | GLOBEFLEX CAPITAL L P | 9,344 | $125.6K | 0.01% | 2025-12-31 |
| 80 | CAZ INVESTMENTS LP | 7,500 | $100.8K | 0.00% | 2025-12-31 |
| 81 | LOS ANGELES CAPITAL MANAGEMENT LLC | 7,309 | $81.8K | 0.00% | 2025-12-31 |
| 82 | Zurcher Kantonalbank (Zurich Cantonalbank) | 5,847 | $78.6K | 0.00% | 2025-12-31 |
| 83 | T. Rowe Price Investment Management, Inc. | 5,156,899 | $69.3K | 5.72% | 2025-12-31 |
| 84 | Ancora Advisors LLC | 4,483 | $60.3K | 0.00% | 2025-12-31 |
| 85 | DEUTSCHE BANK AG\ | 4,378 | $58.8K | 0.00% | 2025-12-31 |
| 86 | HUNTINGTON NATIONAL BANK | 3,102 | $41.7K | 0.00% | 2025-12-31 |
| 87 | IFP Advisors, Inc | 3,093 | $41.6K | 0.00% | 2025-12-31 |
| 88 | OSAIC HOLDINGS, INC. | 3,034 | $40.8K | 0.00% | 2025-12-31 |
| 89 | BNP PARIBAS FINANCIAL MARKETS | 1,734 | $23.3K | 0.00% | 2025-12-31 |
| 90 | EverSource Wealth Advisors, LLC | 1,451 | $19.5K | 0.00% | 2025-12-31 |
| 91 | TRUST CO OF VERMONT | 1,300 | $17.5K | 0.00% | 2025-12-31 |
| 92 | Clearstead Advisors, LLC | 1,127 | $13.6K | 0.00% | 2025-09-30 |
| 93 | Quarry LP | 1,009 | $13.6K | 0.00% | 2025-12-31 |
| 94 | Geneos Wealth Management Inc. | 1,000 | $13.4K | 0.00% | 2025-12-31 |
| 95 | WELLS FARGO & COMPANY/MN | 833 | $11.2K | 0.00% | 2025-12-31 |
| 96 | COMERICA BANK | 882 | $10.6K | 0.00% | 2025-09-30 |
| 97 | JONES FINANCIAL COMPANIES LLLP | 700 | $9.4K | 0.00% | 2025-12-31 |
| 98 | CITIGROUP INC | 625 | $8.4K | 0.00% | 2025-12-31 |
| 99 | Farther Finance Advisors, LLC | 537 | $7.2K | 0.00% | 2025-12-31 |
| 100 | BANK OF AMERICA CORP /DE/ | 500 | $6.7K | 0.00% | 2025-12-31 |
| 101 | Gillson Capital LP | 202,012 | $2.7K | 0.22% | 2025-12-31 |
| 102 | Commonwealth Retirement Investments LLC | 200 | $2.7K | 0.00% | 2025-12-31 |
| 103 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 155 | $2.1K | 0.00% | 2025-12-31 |
| 104 | Marquette Asset Management, LLC | 154 | $2.1K | 0.00% | 2025-12-31 |
| 105 | Ameritas Advisory Services, LLC | 200 | $2.0K | 0.00% | 2025-06-30 |
| 106 | Atlantic Union Bankshares Corp | 150 | $2.0K | 0.00% | 2025-12-31 |
| 107 | Bare Financial Services, Inc | 146 | $2.0K | 0.00% | 2025-12-31 |
| 108 | GROUP ONE TRADING LLC | 143 | $1.9K | 0.00% | 2025-12-31 |
| 109 | Tower Research Capital LLC (TRC) | 131 | $1.6K | 0.00% | 2025-09-30 |
| 110 | Parallel Advisors, LLC | 117 | $1.6K | 0.00% | 2025-12-31 |
| 111 | SIERRA OCEAN, LLC | 122 | $1.2K | 0.00% | 2025-06-30 |
| 112 | Root Financial Partners, LLC | 84 | $1.1K | 0.00% | 2025-12-31 |
| 113 | Aster Capital Management (DIFC) Ltd | 68 | $914 | 0.00% | 2025-12-31 |
| 114 | SageView Advisory Group, LLC | 64 | $861 | 0.00% | 2025-12-31 |
| 115 | Blue Trust, Inc. | 58 | $780 | 0.00% | 2025-12-31 |
| 116 | JFS WEALTH ADVISORS, LLC | 37 | $498 | 0.00% | 2025-12-31 |
| 117 | Allworth Financial LP | 31 | $417 | 0.00% | 2025-12-31 |
| 118 | Parkworth Wealth Management, Inc. | 30 | $303 | 0.00% | 2025-06-30 |
| 119 | Keating Financial Advisory Services, Inc. | 12 | $161 | 0.00% | 2025-12-31 |
| 120 | Rialto Wealth Management, LLC | 10 | $135 | 0.00% | 2025-12-31 |
| 121 | ROTHSCHILD INVESTMENT LLC | 10 | $134 | 0.00% | 2025-12-31 |
| 122 | Fortitude Family Office, LLC | 6 | $81 | 0.00% | 2025-12-31 |
| 123 | Bay Harbor Wealth Management, LLC | 4 | $53 | 0.00% | 2025-12-31 |
| 124 | SJS Investment Consulting Inc. | 3 | $41 | 0.00% | 2025-12-31 |
| 125 | Center for Financial Planning, Inc. | 3 | $41 | 0.00% | 2025-12-31 |
| 126 | HFM Investment Advisors, LLC | 2 | $27 | 0.00% | 2025-12-31 |
| 127 | GW&K Investment Management, LLC | 1,025 | $14 | 0.00% | 2025-12-31 |
| 128 | Wealthspire Advisors, LLC | 1 | $12 | 0.00% | 2025-09-30 |
| 129 | Dunhill Financial, LLC | 1 | $11 | 0.00% | 2025-12-31 |
| 130 | SBI Securities Co., Ltd. | 1 | $10 | 0.00% | 2025-06-30 |
| 131 | CWM, LLC | 272 | $4 | 0.00% | 2025-12-31 |
| 132 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 133 | Hemington Wealth Management | 28 | $0 | 0.00% | 2025-09-30 |
| 134 | Cloud Capital Management, LLC | 2 | $0 | 0.00% | 2025-09-30 |
| 135 | Avion Wealth | 50 | $0 | 0.00% | 2025-12-31 |