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Hagerty, Inc.

Institutional holders · 13F as of Dec 31, 2025

118 holders

HolderValue ↓Shares% of shares
Legal & General Group Plc$333.4K24,8030.01%
HSBC HOLDINGS PLC$292.0K21,6420.01%
Royal Bank of Canada$290.0K27,5680.01%
JPMORGAN CHASE & CO$277.9K20,6760.01%
Dockside LLC$256.7K19,1030.01%
Painted Porch Advisors LLC$250.5K18,6380.01%
AQR Capital Management, LLC$228.2K21,6750.01%
KLP KAPITALFORVALTNING AS$227.1K16,9000.00%
Yorktown Management & Research Co Inc$211.7K20,1000.01%
PharVision Advisers, LLC$200.8K14,9370.00%
MeadowBrook Investment Advisors LLC$198.8K14,7900.00%
Kingsview Wealth Management, LLC$180.9K13,4590.00%
Steward Partners Investment Advisory, LLC$175.1K13,0270.00%
OCCUDO QUANTITATIVE STRATEGIES LP$170.0K12,6490.00%
JANUS HENDERSON GROUP PLC$157.3K14,9330.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP$152.0K11,3060.00%
Victory Capital Management, Inc.$134.9K11,3200.00%
Arizona State Retirement System$133.0K11,1550.00%
GLOBEFLEX CAPITAL L P$125.6K9,3440.00%
WCM Investment Management, LLC$105.0K10,0230.00%
CAZ INVESTMENTS LP$79.0K7,5000.00%
LOS ANGELES CAPITAL MANAGEMENT LLC$70.2K6,6680.00%
T. Rowe Price Investment Management, Inc.$69.3K5,156,8991.50%
Zurcher Kantonalbank (Zurich Cantonalbank)$61.6K5,8470.00%
Ancora Advisors LLC$60.3K4,4830.00%
OSAIC HOLDINGS, INC.$43.5K3,2340.00%
HUNTINGTON NATIONAL BANK$41.7K3,1020.00%
IFP Advisors, Inc$41.6K3,0930.00%
EverSource Wealth Advisors, LLC$19.9K1,4810.00%
DEUTSCHE BANK AG$18.7K1,5710.00%
TRUST CO OF VERMONT$15.5K1,3000.00%
Quarry LP$13.6K1,0090.00%
Geneos Wealth Management Inc.$13.4K1,0000.00%
BANK OF AMERICA CORP /DE$12.5K9280.00%
WELLS FARGO & COMPANY/MN$11.2K8330.00%
JONES FINANCIAL COMPANIES LLLP$9.4K7000.00%
CITIGROUP INC$8.4K6250.00%
Farther Finance Advisors, LLC$7.2K5370.00%
Bare Financial Services, Inc$3.3K2430.00%
Gillson Capital LP$2.7K202,0120.06%
BNP PARIBAS FINANCIAL MARKETS$2.7K2570.00%
Commonwealth Retirement Investments LLC$2.7K2000.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2.1K1550.00%
Marquette Asset Management, LLC$2.1K1540.00%
Atlantic Union Bankshares Corp$2.0K1500.00%
GROUP ONE TRADING LLC$1.9K1430.00%
Parallel Advisors, LLC$1.6K1170.00%
Root Financial Partners, LLC$1.1K840.00%
Aster Capital Management (DIFC) Ltd$914680.00%
SageView Advisory Group, LLC$861640.00%
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