3 institutions reported holding $13.2M of HAGERTY INC (HGTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Lincoln Capital LLC ($11.6M), CONFLUENCE INVESTMENT MANAGEMENT LLC ($1.6M), GAMMA Investing LLC ($370). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Lincoln Capital LLC | $11.6M | 973,651 | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.6M | 132,055 | Trimmed |
| 3 | GAMMA Investing LLC | $370 | 31 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30