Which hedge funds own HGTY? HAGERTY INC, Q2 2026 13F holders
19 tracked hedge funds disclosed a position in HGTY (HAGERTY INC) in their Q2 2026 13F filings, worth $141.6m in total. The largest holder by portfolio weight is Greenhaven Road Investment Management, L.P. at 14.4% of its book. 1 opened a new position this quarter: Quarry LP.
- 19
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 1
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 0
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $918
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $0
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $142m
- Combined value Sum of the holders' reported positions in the security.
- 1.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
| Greenhaven Road Investment Management, L.P. Hedge fund | 14.4% | −21% | reduced |
| Markel Group Investment holding company | 0.3% | 0.0% | held |
| Polar Capital Holdings Plc Hedge fund | 0.2% | 0.0% | held |
| Gillson Capital LP Hedge fund | 0.2% | +37% | added |
| GABELLI & Co INVESTMENT ADVISERS, INC. Hedge fund | 0.2% | 0.0% | held |
| Dockside LLC Hedge fund | 0.07% | +36% | added |
| CAZ Investments LP Hedge fund | 0.04% | 0.0% | held |
| Woodline Partners LP Hedge fund | 0.01% | −18% | reduced |
| Trexquant Investment LP Hedge fund | 0.0% | −21% | reduced |
| Schonfeld Strategic Advisors LLC Hedge fund | 0.0% | +48% | added |
| Renaissance Technologies LLC Hedge fund | 0.0% | −54% | reduced |
| Two Sigma Investments, LP Hedge fund | 0.0% | −22% | reduced |
| D. E. Shaw & Co., Inc. Hedge fund | 0.0% | −44% | reduced |
| Citadel Advisors LLC Hedge fund | 0.0% | +156% | added |
| WCM Investment Management Long-only investor | 0.0% | 0.0% | held |
| AQR Capital Management LLC Hedge fund | 0.0% | +68% | added |
| Quarry LP Hedge fund | 0.0% | – | new |
| Millennium Management LLC Hedge fund | 0.0% | −73% | reduced |
| CVA Family Office, LLC Family office | 0.0% | +273% | added |
Ownership over time
Who discovered HGTY first? Beta
| Greenhaven Road Investment Management, L.P. high conviction | Q3 2025 | +1.4 pts |
| Working Capital Advisors (UK) Ltd. high conviction | Q2 2023 | −0.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.