Explore more topics
Public ownership evidence

Hagerty, Inc. (HGTY) Ownership Disclosures

Read HGTY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Read one actual disclosure before using it

Show the table · 1 row, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-10-052026-10-02Chafey DianaA979Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-10-02 and its public availability date is 2026-10-05. Subtracting those calendar dates gives 3 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

Recent Form 4 activity

Show the table · 4 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-10-052026-10-02Chafey DianaA979Not reported
2026-10-052026-10-02McClymont PatrickA1,192Not reported
2026-09-112026-09-11Hagerty Holding Corp.S1,387,500Not reported
2026-09-112026-09-09Hagerty Holding Corp.S9,250,000Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

CAZ INVESTMENTS LP2026-06-302026-08-257,500$89,400None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2554,662$651,571None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25651,571$54,662,000None
Quarry LP2026-06-302026-08-1577$918None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-156,088,981$72,581,000None
XTX Topco Ltd2026-06-302026-08-1516,040$191,197None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15213,947$2,550,248None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15213,947$2,550,248None
Gillson Capital LP2026-06-302026-08-15276,949$3,301,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-15200$2,384None
OSAIC HOLDINGS, INC.2026-06-302026-08-15354$4,219None
Schonfeld Strategic Advisors LLC2026-06-302026-08-1537,562$447,739None
Trexquant Investment LP2026-06-302026-08-1551,162$609,851None
JANE STREET GROUP, LLC2026-06-302026-08-1510,600$126,352Call
Legal & General Group Plc2026-06-302026-08-1517,964$214,130None
Legal & General Group Plc2026-06-302026-08-157,556$90,068None
Ancora Advisors LLC2026-06-302026-08-152,357$28,095None
Greenhaven Road Investment Management, L.P.2026-06-302026-08-151,865,430$22,235,926None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151$12None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154$48None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1517$191None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1550$596None
Waverly Advisors, LLC2026-06-302026-08-1515,045$179,336None
BROWN ADVISORY INC2026-06-302026-08-15218,000$2,598,560None
Bristlecone Value Partners, LLC2026-06-302026-08-1560,093$716,308None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-1514,182$169,049None
National Philanthropic Trust2026-06-302026-08-15150,000$1,788,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-151,495$17,581None
Polar Capital Holdings Plc2026-06-302026-08-156,000,000$71,520,000None
Woodline Partners LP2026-06-302026-08-15212,918$2,537,983None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1535,891$427,821None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-158$95None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-158$95None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15333$3,969None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15174$2,074None
MANUFACTURERS LIFE INSURANCE COMPANY, THE2026-06-302026-08-1510,844$129,260None
ROYAL BANK OF CANADA2026-06-302026-08-1563$1,000None
ROYAL BANK OF CANADA2026-06-302026-08-1514,066$168,000None
ROYAL BANK OF CANADA2026-06-302026-08-1513,400$160,000None
CANADA PENSION PLAN INVESTMENT BOARD2026-06-302026-08-1522,400$267,008None
D. E. Shaw & Co., Inc.2026-06-302026-08-1548,129$573,698None
CITADEL ADVISORS LLC2026-06-302026-08-1517,600$209,792Put
CITADEL ADVISORS LLC2026-06-302026-08-1532,337$385,457None
CITADEL ADVISORS LLC2026-06-302026-08-1522,000$262,240Call
Jupiter Topco LLC2026-06-302026-08-1514,933$178,225None
PALISADE CAPITAL MANAGEMENT, LP2026-06-302026-08-15118,657$1,414,388None
ROYCE & ASSOCIATES LP2026-06-302026-08-15525,000$6,258,000None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1571,610$853,591None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1534,537$411,681None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1517,372$207,074None

90-day public filing window, up to 50 source positions.

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.