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Of the 10 tracked institutions holding HGTY, 4 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +2.8pt. It's a gauge of who owns the name, not just how many.
Among the 10 tracked institutional investors we monitor, HGTY (HAGERTY INC) is held with a combined value of $96.46M across 7,742,824 shares. The largest holder is VANGUARD GROUP INC with a position worth $45.91M. 5 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$96.46M
Total Shares Held
7,742,824
Institutional Holders
10
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $45.91M | 0.00% | -1.2% |
| 2 | MARKEL GROUP INC. | $35.90M | 0.27% | - |
| 3 | BlackRock, Inc. | $8.56M | 0.00% | +4.1% |
| 4 | STATE STREET CORP | $3.15M | 0.00% | +13.1% |
| 5 | TWO SIGMA ADVISERS, LP | $1.06M | 0.00% | -16.7% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $873.36K | 0.00% | -53.5% |
| 7 | AQR CAPITAL MANAGEMENT LLC | $434.05K | 0.00% | +68.0% |
| 8 | CITADEL ADVISORS LLC | $385.46K | 0.00% | +156.5% |
| 9 | MILLENNIUM MANAGEMENT LLC | $169.05K | 0.00% | -73.0% |
| 10 | FMR LLC | $9.99K | 0.00% | +4310.5% |
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, 10 institutional investors hold HGTY with a combined value of $96.46M.
Institutional investors hold $96.46M worth of HGTY stock across 10 positions. The largest institutional holder is VANGUARD GROUP INC with $45.91M in holdings.
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.
Get notified when hedge funds change their HGTY positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| 2026-09-14 |
| 56.5% | 2026-09-11 |
SEC Schedule 13D (activist) and 13G (passive) filings for HGTY. Filed when an investor acquires 5%+ ownership.
Last Close
$15.30
2026-10-16
YTD
+16.3%
100% of 52-week range
