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HGTY — Hagerty Inc Cl A Com Institutional Holders · Q3 2026

Who owns Hagerty Inc Cl A Com (HGTY)? 4 institutions reported holding $19.59M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Lincoln Capital LLC ($18.2M), Confluence Investment Management LLC ($1.4M), Farther Finance Advisors, LLC ($7,740).

RankInstitutionValueSharesChange
1Lincoln Capital LLC$18.2M1.4MAdded
2CONFLUENCE INVESTMENT MANAGEMENT LLC$1.4M101,756Trimmed
3Farther Finance Advisors, LLC$7,740575Added
4GAMMA Investing LLC$41731Hold

Source: SEC Form 13F filings · as of 2026-09-30