HAGERTY INC

$HGTY
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Institutional coverage

118 13F filers hold $HGTY.

13F holders
118
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$HGTY is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.00%, with an average of 0.00% of portfolio. Largest holder: Connor, Clark & Lunn Investment Management Ltd. at 0.00%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
03
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 118 · Source: 13F-HR
01
CBM Financial, LLC
0.43% of portfolio
51,800,000 sh
02
Fernbridge Capital Management LP
0.22% of portfolio
6,000,000 sh
03
Roberts Capital Advisors, LLC
0.04% of portfolio
5,640,480 sh
04
Sig Brokerage, LP
0.28% of portfolio
3,108,000 sh
05
Markel Group Inc.
0.27% of portfolio
3,108,000 sh
06
Greenhaven Road Investment Management, L.P.
5.92% of portfolio
2,616,654 sh
07
Factorial Partners, LLC
17.17% of portfolio
2,369,978 sh
08
Lone Pine Capital LLC
2.65% of portfolio
1,738,006 sh
09
Capital Planning Advisors, LLC
1.90% of portfolio
950,652 sh
10
Investors Asset Management of Georgia Inc.
0.05% of portfolio
525,000 sh
See all 118 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 3 filers
26 Jan 2026
Ahn Kenneth —
▼ SOLD
50,000
$12.41
S
26 Jan 2026
Ahn Kenneth —
▼ SOLD
50,000
$12.41
S
20 Jan 2026
Ahn Kenneth —
▼ SOLD
50,000
$12.55
S
12 Jan 2026
Ahn Kenneth —
▼ SOLD
50,000
$12.86
S
09 Jan 2026
Ahn Kenneth —
▼ SOLD
1,350
$13.25
S
07 Jan 2026
Ahn Kenneth —
▼ SOLD
24,247
$13.08
S
06 Jan 2026
Ahn Kenneth —
▼ SOLD
10,883
$12.85
S
05 Jan 2026
Ahn Kenneth —
▼ SOLD
164,870
$12.79
S
15 Dec 2025
Ahn Kenneth —
▼ SOLD
100,000
$12.80
S
27 Oct 2025
Kauffman Robert I —
▼ SOLD
15,270
$11.12
S
24 Oct 2025
Kauffman Robert I —
▼ SOLD
14,731
$11.16
S
23 Oct 2025
Kauffman Robert I —
▼ SOLD
15,000
$11.12
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $HGTY in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:35 UTC.