Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hagerty Inc (HGTY)

113 + Investors. Track Smart Money conviction in HGTY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
4Q ▲
Buyers last Q
49%

Smart Money Signals — HGTY

Based on 114 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added HGTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
114 hedge funds hold HGTY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 49% buying

51 buying53 selling
Last quarter: 53 funds reduced or exited vs 51 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 16 → 24 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 22% medium ■ 33% new
51 out of 114 hedge funds have held HGTY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +6%, value -22%

Value
-22%
Shares
+5%
Last quarter: funds added +6% more shares while total portfolio value only changed -22%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

9 → 15 → 16 → 24 → 20 new funds/Q
New funds entering each quarter: 15 → 16 → 24 → 20. A growing number of institutions are discovering HGTY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 11% 1-2yr ■ 41% new
Of 116 current holders: 56 (48%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds
36 of 114 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in HGTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HGTY

In 2026 Q1, 51 hedge funds were net buyers of HGTY (20 opened a new position, 31 added to an existing one), while 53 reduced or exited (35 trimmed, 18 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 75% of total institutional value in HGTY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 114.

Hedge Fund Ownership: HGTY

How many hedge funds hold HGTY — quarterly history vs. share price
Quarterly hedge fund ownership of HGTY vs. share price

Market Analysis: HGTY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HGTY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Hagerty Inc (HGTY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HGTY has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
HGTY
+2.9%
XLF
+6.6%

HGTY outperformed XLF by -3.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
HGTY
+3.8%
XLF
+3.0%

Since the filing became public, HGTY outperformed XLF by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: HGTY
113 + Investors

Track Smart Money conviction in HGTY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 112 0.89%
13F Shares 91M 86M 5.75%
Total Value $893M $1.15B -22.46%
New Positions 19 24 -5
Increased Positions 31 27 +4
Closed Positions 18 8 +10
Reduced Positions 35 34 +1
Total Calls 1 0 100%
Total Puts 2 1 100.0%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: HGTY

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

113 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HGTY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HGTY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Greenhaven Road Investment Management, L.P. 17.17% 2,369,978 $25.0M
2 Pembroke Management, LTD 2.65% 1,738,006 $18.3M
3 Lincoln Capital LLC 1.90% 950,652 $10.0M
4 Scholtz & Company, LLC 1.75% 325,505 $3.4M
5 Bristlecone Value Partners, LLC 0.56% 60,093 $633K
6 State Farm Mutual Automobile Insurance Co 0.43% 51,800,000 $545.5M
7 17 Capital Partners, LLC 0.30% 54,765 $577K
8 Markel Group INC. 0.27% 3,108,000 $32.7M
9 Polar Capital Holdings Plc 0.22% 6,000,000 $63.2M
10 Yorktown Management & Research Co Inc 0.18% 20,100 $212K
11 GABELLI & Co INVESTMENT ADVISERS, INC. 0.16% 103,300 $1.1M
12 Meixler Investment Management, Ltd. 0.15% 26,250 $288K
13 Oxford Financial Group, LTD. LLC 0.10% 170,000 $1.8M
14 Painted Porch Advisors LLC 0.09% 18,638 $196K
15 Caz Investments LP 0.09% 7,500 $79K
16 Neuberger Berman Group LLC 0.07% 8,721,368 $91.8M
17 Royce & Associates LP 0.05% 525,000 $5.5M
18 JT Stratford LLC 0.05% 38,112 $401K
19 Dockside LLC 0.05% 18,999 $200K
20 MRP Capital Investments, LLC 0.05% 5,000 $53K
21 Palisade Capital Management, LP 0.04% 110,636 $1.2M
22 Confluence Investment Management LLC 0.02% 140,841 $1.5M
23 E. Ohman J:or Asset Management AB 0.01% 45,637 $481K
24 Woodline Partners LP 0.01% 260,544 $2.7M
25 Trexquant Investment LP 0.00% 64,730 $682K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Hagerty Inc (HGTY)

What does the Smart Money Trend signal show for HGTY?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added HGTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HGTY?

More sellers than buyers — 49% buying: Last quarter: 53 funds reduced or exited vs 51 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HGTY holders?

Elite ownership — 75% AUM from top-100 funds: 36 of 114 holders are among the 100 largest funds by AUM, controlling 75% of total institutional value in HGTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HGTY?

45% of holders stayed for 2+ years: 51 out of 114 hedge funds have held HGTY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Hagerty Inc (HGTY) following the 2026 Q1 hedge fund 13F filings?

As of today, HGTY has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), HGTY has gained +2.9% vs +6.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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