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HGTY Institutional Ownership & 13F Holders | SmartMoneyDB

HGTYHAGERTY INC

CL A COM · CUSIP 405166109

Smart Money Ownership

Of the 9 tracked institutions holding HGTY, 4 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +3.8pt. It's a gauge of who owns the name, not just how many.

$32.7M · 0.3% of book

-5.6pt

HGTY (HAGERTY INC) Institutional Ownership Summary

Among the 9 tracked institutional investors we monitor, HGTY (HAGERTY INC) is held with a combined value of $90.94M across 7,692,201 shares. The largest holder is VANGUARD GROUP INC with a position worth $45.91M. 4 funds increased their holdings. 4 funds reduced their position.

Total Institutional Value

$90.94M

Total Shares Held

7,692,201

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

RENAISSANCE TECHNOLOGIES LLC+79% shares~$733.8K MILLENNIUM MANAGEMENT LLC+100% shares~$277.4K BlackRock, Inc.+3% shares~$191.0K STATE STREET CORP+1% shares~$31.6K

Biggest Sellers

13F Institutional Holders

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RENAISSANCE TECHNOLOGIES LLC

0.00% of book+79.2%

$1.66M

MILLENNIUM MANAGEMENT LLC

0.00% of book+100.3%

$553.96K

AQR CAPITAL MANAGEMENT LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$45.91M	3,415,742	0.00%	-1.2%
2	MARKEL GROUP INC.	$32.73M	3,108,000	0.27%	-
3	BlackRock, Inc.	$7.27M	690,093	0.00%	+2.7%
4	STATE STREET CORP	$2.46M	233,788	0.00%	+1.3%
5	RENAISSANCE TECHNOLOGIES LLC	$1.66M	157,668	0.00%	+79.2%
6	MILLENNIUM MANAGEMENT LLC	$553.96K	52,608	0.00%	+100.3%
7	AQR CAPITAL MANAGEMENT LLC	$228.24K	21,675	0.00%	-7.4%
8	CITADEL ADVISORS LLC	$132.76K	12,608	0.00%	-67.1%
9	FMR LLC	$200	19	0.00%	-100.0%

Frequently Asked Questions

Which institutional investors own the most HGTY stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of HGTY with a position worth $45.91M, representing 0.00% of their portfolio. In total, 9 institutional investors hold HGTY with a combined value of $90.94M.

What percentage of HGTY is owned by institutional investors?

Institutional investors hold $90.94M worth of HGTY stock across 9 positions. The largest institutional holder is VANGUARD GROUP INC with $45.91M in holdings.

What is a 13F filing and why does it matter for HGTY?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HGTY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track HGTY institutional moves

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