Cross-fund · 4 holders
HGTY
HAGERTY INC
CUSIP 405166109
4
Tracked holders
$54.2M
Aggregate value
4,199,251
Shares
4
Active funds
Funds holding HGTY
| Fund | Strategy | Period | Value | % of book | Δ shares | Status |
|---|---|---|---|---|---|---|
| Vanguard | Institutional | Q4 2025 | $45.9M | — | −40,432 | −1.2% |
| BlackRock | Institutional | Q1 2026 | $7.3M | — | +18,169 | +2.7% |
| Millennium | Multi-Strategy | Q1 2026 | $553,962 | — | +26,339 | +100.3% |
| Citadel | Multi-Strategy | Q1 2026 | $429,708 | — | −19,900 | −32.8% |
Aggregated from the latest 13F-HR per tracked fund (longs only). QoQ deltas compare against each fund's prior quarterly filing.