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Hagerty, Inc.

Institutional holders · 13F as of Dec 31, 2025

118 holders

HolderValue ↑Shares% of shares
Avion Wealth$0500.00%
CWM, LLC$42720.00%
Dunhill Financial, LLC$1110.00%
GW&K Investment Management, LLC$111,0250.00%
Covestor Ltd$118810.00%
HFM Investment Advisors, LLC$2720.00%
Center for Financial Planning, Inc.$4130.00%
SJS Investment Consulting Inc.$4130.00%
Bay Harbor Wealth Management, LLC$5340.00%
Fortitude Family Office, LLC$8160.00%
ROTHSCHILD INVESTMENT LLC$134100.00%
Rialto Wealth Management, LLC$135100.00%
Keating Financial Advisory Services, Inc.$161120.00%
Allworth Financial LP$417310.00%
JFS WEALTH ADVISORS, LLC$498370.00%
MAI Capital Management$601570.00%
CVA Family Office, LLC$668560.00%
Blue Trust, Inc.$780580.00%
SageView Advisory Group, LLC$861640.00%
Aster Capital Management (DIFC) Ltd$914680.00%
Root Financial Partners, LLC$1.1K840.00%
Parallel Advisors, LLC$1.6K1170.00%
GROUP ONE TRADING LLC$1.9K1430.00%
Atlantic Union Bankshares Corp$2.0K1500.00%
Marquette Asset Management, LLC$2.1K1540.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1K1550.00%
Commonwealth Retirement Investments LLC$2.7K2000.00%
BNP PARIBAS FINANCIAL MARKETS$2.7K2570.00%
Gillson Capital LP$2.7K202,0120.06%
Bare Financial Services, Inc$3.3K2430.00%
Farther Finance Advisors, LLC$7.2K5370.00%
CITIGROUP INC$8.4K6250.00%
JONES FINANCIAL COMPANIES LLLP$9.4K7000.00%
WELLS FARGO & COMPANY/MN$11.2K8330.00%
BANK OF AMERICA CORP /DE$12.5K9280.00%
Geneos Wealth Management Inc.$13.4K1,0000.00%
Quarry LP$13.6K1,0090.00%
TRUST CO OF VERMONT$15.5K1,3000.00%
DEUTSCHE BANK AG$18.7K1,5710.00%
EverSource Wealth Advisors, LLC$19.9K1,4810.00%
IFP Advisors, Inc$41.6K3,0930.00%
HUNTINGTON NATIONAL BANK$41.7K3,1020.00%
OSAIC HOLDINGS, INC.$43.5K3,2340.00%
Ancora Advisors LLC$60.3K4,4830.00%
Zurcher Kantonalbank (Zurich Cantonalbank)$61.6K5,8470.00%
T. Rowe Price Investment Management, Inc.$69.3K5,156,8991.50%
LOS ANGELES CAPITAL MANAGEMENT LLC$70.2K6,6680.00%
CAZ INVESTMENTS LP$79.0K7,5000.00%
WCM Investment Management, LLC$105.0K10,0230.00%
GLOBEFLEX CAPITAL L P$125.6K9,3440.00%
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