96 tracked 13F filers disclose a position in HGTY as of the latest SEC 13F filings, a combined $868.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $545.5M | 51.8M | —Held | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $91.8M | 8.7M | ▲+5.5% Added · +452K sh | Q1 2026 | |
| 3 | Polar Capital Holdings Plc | $63.2M | 6.0M | ▲+4.0% Added · +233K sh | Q1 2026 | |
| 4 | T. Rowe Price Investment Management, Inc. | Withheld | 5.6M | ▲+9.4% Added · +484K sh | Q1 2026 | |
| 5 | MARKEL GROUP INC. | $32.7M | 3.1M | —Held | Q1 2026 | |
| 6 | Greenhaven Road Investment Management, L.P. | $25.0M | 2.4M | ▼−9.4% Reduced · −247K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $19.7M | 1.9M | →First observed position No prior filed position | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $17.2M | 1.6M | →First observed position No prior filed position | Q1 2026 | |
| 9 | Lincoln Capital LLC | $11.6M | 974K | ▲+2.4% Added · +23K sh | Q2 2026 | |
| 10 | BlackRock, Inc. | $7.3M | 690K | ▲+2.7% Added · +18K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $4.4M | 419K | ▲+5.2% Added · +21K sh | Q1 2026 | |
| 12 | UBS Group AG | $3.6M | 346K | ▲+80% Added · +153K sh | Q1 2026 | |
| 13 | SCHOLTZ & COMPANY, LLC | $3.4M | 326K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $3.1M | 297K | ▼−11% Reduced · −36K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $2.9M | 271K | ▲+50% Added · +90K sh | Q1 2026 | |
| 16 | Woodline Partners LP | $2.7M | 261K | ▲+3.2% Added · +8K sh | Q1 2026 | |
| 17 | VANGUARD FIDUCIARY TRUST CO | $2.5M | 235K | →First observed position No prior filed position | Q1 2026 | |
| 18 | STATE STREET CORP | $2.5M | 234K | ▲+1.3% Added · +3K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.3M | 218K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 20 | OXFORD FINANCIAL GROUP, LTD. LLC | $1.8M | 170K | —Held | Q1 2026 | |
| 21 | RENAISSANCE TECHNOLOGIES LLC | $1.7M | 158K | ▲+79% Added · +70K sh | Q1 2026 | |
| 22 | National Philanthropic Trust | $1.6M | 150K | —Held | Q1 2026 | |
| 23 | LPL Financial LLC | $1.5M | 141K | ▲+23% Added · +26K sh | Q1 2026 | |
| 24 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.5M | 141K | ▼−28% Reduced · −56K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $1.3M | 126K | ▲+5.1% Added · +6K 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.
Last quarter, 7 funds opened a new position in HGTY and 14 added to an existing one, while 18 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 30 funds | $9.1B |
| AMAZON.COM INCAMZN | 30 funds | $8.1B |
| ALPHABET INC-CL AGOOGL | 30 funds | $7.6B |
| META PLATFORMS INC-CLASS AMETA | 30 funds | $4.9B |
| VISA INC-CLASS A SHARESV | 30 funds | $2.2B |
| INTERCONTINENTAL EXCHANGE INICE | 30 funds | $604.1M |
| APPLE INCAAPL | 29 funds | $12.1B |
| ALPHABET INC-CL CGOOG | 29 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 29 funds | $3.5B |
| ELI LILLY & COLLY | 29 funds | $3.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 29 funds | $3.0B |
| APPLIED MATERIALS INCAMAT | 29 funds | $1.3B |
Ranked by how many of HGTY's institutional holders also hold each name, a cross-fund conviction signal.
| 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 |
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 + end-of-day price history + the live filing stream, joined for HGTY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.