HGTY Hagerty, Inc.
Financial Services$10.70-2.28%ClosedMarket Cap: $3.67B
As of 2026-05-25
Institutional Ownership Summary
Investors Holding
114
13F Shares
89,717,557
Ownership %
93.3%
New Positions
25
Increased Positions
51
Closed Positions
9
Reduced Positions
35
ETF Exposure
| ETF Symbol | ETF Name | Shares Held | Weight % |
|---|---|---|---|
| Neuberger Berman Small-Mid Cap ETF | 301,279 | 1.53% | |
| Innovator U.S. Small Cap Managed Floor ETF | 10,906 | 0.19% | |
| iShares MSCI USA Small-Cap Min Vol Factor ETF | 18,860 | 0.07% | |
| WisdomTree U.S. SmallCap Fund | 34,524 | 0.06% | |
| 506,308 | 0.01% | ||
| 506,308 | 0.01% | ||
| 506,308 | 0.01% | ||
| Avantis U.S. Small Cap Equity ETF | 30,628 | 0.01% | |
| Schwab U.S. Small-Cap ETF | 177,997 | 0.01% | |
| 914,599 | 0.01% | ||
| Vanguard Small Cap Index Fund | 914,599 | 0.01% | |
| 914,599 | 0.01% | ||
| 914,599 | 0.01% | ||
| Fidelity MSCI Financials Index ETF | 11,729 | 0.01% | |
| 415,525 | 0.01% | ||
| 415,525 | 0.01% | ||
| 415,525 | 0.01% | ||
| 415,525 | 0.01% | ||
| Dimensional - US Small Cap ETF | 34,563 | 0.00% | |
| Vanguard Total Stock Market ETF | 1,261,733 | 0.00% |