Among active 13F managers last quarter, 6 opened and 20 added, while 14 reduced; the largest holder to move was Neuberger Berman Group LLC (+5.5%). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$87K in open-market trades.
The legs disagree, or only one of them leans.
117 tracked 13F filers disclose a position in HGTY as of the latest SEC 13F filings, a combined $909.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | State Farm Mutual Automobile Insurance Co | 51.8M | $545.5M | —Held | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | 8.7M | $91.8M | ▲+5.5% Added · +452K sh | Q1 2026 | |
| 3 | Polar Capital Holdings Plc | 6.0M | $71.5M | —Held | Q2 2026 | |
| 4 | T. Rowe Price Investment Management, Inc. | 5.6M | Withheld | ▲+9.4% Added · +484K sh | Q1 2026 | |
| 5 | Markel Group Inc. | 3.1M | $35.9M | —Held | Q2 2026 | |
| 6 | Greenhaven Road Investment Management, L.P. | 2.4M | $25.0M | ▼−9.4% Reduced · −247K sh | Q1 2026 | |
| 7 | Vanguard Capital Management LLC | 1.9M | $19.7M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 8 | Pembroke Management, LTD | 1.7M | $20.3M | ▼−2.0% Reduced · −35K sh | Q2 2026 | |
| 9 | Vanguard Portfolio Management LLC | 1.6M | $17.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 10 | Lincoln Capital LLC | 974K | $11.6M | ▲+2.4% Added · +23K sh | Q2 2026 | |
| 11 | BlackRock, Inc. | 690K | $7.3M | ▲+2.7% Added · +18K sh | Q1 2026 | |
| 12 | Geode Capital Management, LLC | 447K | $5.3M | ▲+6.7% Added · +28K sh | Q2 2026 | |
| 13 | UBS Group AG | 346K | $3.6M | ▲+80% Added · +153K sh | Q1 2026 | |
| 14 | Scholtz & Company, LLC | 308K | $3.7M | ▼−5.3% Reduced · −17K sh | Q2 2026 | |
| 15 | Morgan Stanley | 297K | $3.1M | ▼−11% Reduced · −36K sh | Q1 2026 | |
| 16 | Dimensional Fund Advisors LP | 271K | $2.9M | ▲+50% Added · +90K sh | Q1 2026 | |
| 17 | State Street Corp | 264K | $3.2M | ▲+13% Added · +31K sh | Q2 2026 | |
| 18 | Woodline Partners LP | 261K | $2.7M | ▲+3.2% Added · +8K sh | Q1 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 235K | $2.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 20 | Charles Schwab Investment Management Inc | 218K | $2.3M | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 21 | Garner Asset Management Corp | 173K | $2.1M | ▲Added Added · +173K sh | Q2 2026 | |
| 22 | Oxford Financial Group, LTD. LLC | 170K | $2.0M | —Held | Q2 2026 | |
| 23 | Renaissance Technologies LLC | 158K | $1.7M | ▲+79% Added · +70K sh | Q1 2026 | |
| 24 | National Philanthropic Trust | 150K | $1.6M | —Held | Q1 2026 | |
| 25 | LPL Financial LLC | 141K | $1.5M | ▲+23% Added · +26K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 6 funds opened a new position in HGTY and 20 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 60 funds | $70.3B |
| Microsoft CorpMSFT | 59 funds | $66.5B |
| Meta Platforms Inc-Class AMETA | 59 funds | $25.7B |
| Amazon.com IncAMZN | 58 funds | $48.6B |
| Alphabet Inc-CL AGOOGL | 58 funds | $38.6B |
| Nvidia CorpNVDA | 57 funds | $103.0B |
| Walmart IncWMT | 56 funds | $7.9B |
| Broadcom IncAVGO | 55 funds | $36.8B |
| Alphabet Inc-CL CGOOG | 55 funds | $33.5B |
| JPMorgan Chase & CoJPM | 55 funds | $17.7B |
| Mastercard Inc - AMA | 55 funds | $15.9B |
| Eli Lilly & CoLLY | 54 funds | $20.3B |
Ranked by how many of HGTY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HGTY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2026 | Delaney Kevin M | Chief Accounting Officer | Sell (S) | 3K | $38K |
| Jul 1, 2026 | Delaney Kevin M | Chief Accounting Officer | Sell (S) | 9K | $114K |
| Jun 30, 2026 | Delaney Kevin M | Chief Accounting Officer | Sell (S) | 905 | $11K |
| May 15, 2026 | Kuczinski Anthony J | Director | Buy (P) | 10K | $99K |
| Apr 7, 2026 | Harris Laurie | Director | Sell (S) | 6K | $61K |
| Mar 12, 2026 | Kuczinski Anthony J | Director | Buy (P) | 4K | $38K |
| Mar 3, 2026 | Kuczinski Anthony J | Director | Buy (P) | 15K | $161K |
| Jan 26, 2026 | Ahn Kenneth | President, Hagerty Marketplace | Sell (S) | 50K | $621K |
| Jan 20, 2026 | Ahn Kenneth | President, Hagerty Marketplace | Sell (S) | 50K | $628K |
| Jan 12, 2026 | Ahn Kenneth | President, Hagerty Marketplace | Sell (S) | 50K | $643K |
| Jan 9, 2026 | Ahn Kenneth | President, Hagerty Marketplace | Sell (S) | 1K | $18K |
| Jan 7, 2026 | Ahn Kenneth | President, Hagerty Marketplace | Sell (S) | 24K | $317K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 35 | 23 | – |
Insiders Form 4 open-market | 1 | 2 | -$87K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for HGTY
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HGTY/capital-change-brief"
Use Arkolith's capital_change_brief for HGTY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for HGTY. Filings are public domain, sourced to SEC EDGAR.