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Hagerty, Inc.

Institutional position changes, all quarters

44 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
NewGarner Asset Management CorpJun 30, 2026+172,825New172,825$2.06Mlow
AddedBlackRock, Inc.Jun 30, 2026+46,560+6.9%718,484$555.0Klow
AddedLPL Financial LLCJun 30, 2026+37,462+33%152,501$446.5Klow
AddedSTATE STREET CORPORATIONJun 30, 2026+33,573+15%264,359$400.2Klow
TrimmedDEUTSCHE BANK AGJun 30, 2026-2,807-64%1,571$33.5Klow
AddedVictory Capital Management, Inc.Jun 30, 2026+190+1.7%11,320$2.3Klow
NewCVA Family Office, LLCJun 30, 2026+56New56$668low
TrimmedArizona State Retirement SystemJun 30, 2026-49-0.4%11,155$584low
NewCovestor LtdJun 30, 2026+881New881$11low
ExitedDunhill Financial, LLCJun 30, 2026-1-100%0$11low
TrimmedPembroke Management, LTDMar 31, 2026-488,955-22%1,738,006$5.15Mmedium
AddedRenaissance Technologies LLCMar 31, 2026+69,700+79%157,668$733.9Klow
AddedPALISADE CAPITAL MANAGEMENT, LPMar 31, 2026+54,365+97%110,636$572.5Klow
AddedMillennium Management LLCMar 31, 2026+26,339+100%52,608$277.3Klow
AddedCPPIB Crestone Peak Resources Canada Inc.Mar 31, 2026+23,800+88%50,900$250.6Klow
AddedGEODE CAPITAL MANAGEMENT, LLCMar 31, 2026+20,663+5.2%418,807$217.7Klow
ExitedMeadowBrook Investment Advisors LLCMar 31, 2026-14,790-100%0$198.8Klow
AddedTD ASSET MANAGEMENT INCMar 31, 2026+12,328+14%100,184$129.8Klow
AddedD. E. Shaw & Co., Inc.Mar 31, 2026+6,174+7.7%86,554$65.0Klow
AddedBristlecone Value Partners, LLCMar 31, 2026+2,128+3.7%60,093$22.4Klow
TrimmedAQR Capital Management, LLCMar 31, 2026-1,734-7.4%21,675$18.3Klow
TrimmedBNP PARIBAS FINANCIAL MARKETSMar 31, 2026-1,477-85%257$15.6Klow
AddedBank of New York Mellon Corp/TheMar 31, 2026+1,209+3.1%39,730$12.7Klow
TrimmedTWO SIGMA INVESTMENTS, LPMar 31, 2026-1,107-1.2%91,582$11.7Klow
TrimmedLOS ANGELES CAPITAL MANAGEMENT LLCMar 31, 2026-641-8.8%6,668$6.7Klow
TrimmedRoyal Bank of CanadaMar 31, 2026-273-1.0%27,568$2.9Klow
ExitedNORTHWESTERN MUTUAL WEALTH MANAGEMENT COMar 31, 2026-155-100%0$2.1Klow
ExitedMarquette Asset Management, LLCMar 31, 2026-154-100%0$2.1Klow
NewMAI Capital ManagementMar 31, 2026+57New57$601low
AddedVictory Capital Management, Inc.Mar 31, 2026+27+0.2%11,130$284low
TrimmedBANK OF AMERICA CORP /DEDec 31, 2025-212-19%928$2.8Klow
AddedIFP Advisors, IncDec 31, 2025+43+1.4%3,093$578low
TrimmedBarclays PLCDec 31, 2025-4-0.0%25,333$54low
TrimmedBarclays PLCSep 30, 2025-6,456-20%25,337$77.7Klow
TrimmedBarclays PLCJun 30, 2025-88-0.3%31,793$890low
AddedBarclays PLCMar 31, 2025+881+2.8%31,881$8.0Klow
TrimmedBarclays PLCDec 31, 2024-675-2.1%31,000$6.5Klow
AddedBarclays PLCSep 30, 2024+5,932+23%31,675$60.3Klow
TrimmedBarclays PLCJun 30, 2024-6,424-20%25,743$66.8Klow
AddedBarclays PLCMar 31, 2024+32+0.1%32,167$293low
AddedBarclays PLCDec 31, 2023+5,320+20%32,135$41.5Klow
AddedBarclays PLCSep 30, 2023+20,341+314%26,815$166.2Klow
AddedBarclays PLCJun 30, 2023+4,494+227%6,474$42.1Klow
NewBarclays PLCMar 31, 2023+1,980New1,980$17.3Klow
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