13F reference period
Q2 2026
Security Snapshot
Hagerty, Inc. - COMMON (HGTY) Institutional Ownership
CUSIP: 405166109
13F Institutional Holders and Ownership History from Q4 2021 to Q3 2026
Institutions Reporting
125
Shares (Excl. Options)
92,204,377
Price
$11.92
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / COMMON
- Symbol
- HGTY on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 92,204,377
- Total 13F value
- $1,097,927,833
- Portfolio coverage rank
- 0%
- Share change
- +1,494,745
- Value change
- +$17,908,528
- Number of holders
- 125
- Shares outstanding
- 101,593,117
- SEC-reported price per share
- $13.46
- Insider filing price
- $13.46
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- HGTY - Hagerty, Inc. - COMMON is tracked under CUSIP 405166109.
- 125 institutions reported positions in Q2 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 117 to 125 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $955,172,406 to $1,097,927,833.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 125 institutions filings for Q2 2026.
Security key
405166109
13F reference period
Q2 2026
13F holders
125
13D/G owners
6
CIK / CUSIP context first
Open Q2 2026 holders
HGTY full holder history
Hagerty, Inc. SEC filings
Hagerty, Inc. company facts
Hagerty, Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 405166109:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
6
Security
HGTY
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Hagerty Holding Corp. | 56% | -9.5% | $1,827,319,768 | -$124,671,500 | 155,914,656 | -6.4% | HAGERTY HOLDING CORP. | 09 Sep 2026 |
| MARKEL GROUP INC. | 42% | -6.4% | $930,336,694 | -$11.72 | 79,380,264 | -0% | MARKEL GROUP INC. | 11 Sep 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 54% | $674,732,207 | 56,040,881 | State Farm Mutual Automobile Insurance Company | 04 Nov 2025 | |||
| Neuberger Berman Group LLC | 11% | +116% | $151,786,213 | +$88,185,074 | 11,276,836 | +139% | Neuberger Berman Group LLC | 30 Sep 2026 |
| Polar Capital Holdings Plc | 5.8% | $57,791,760 | 5,306,865 | Polar Capital Holdings Plc | 30 Jun 2025 | |||
| T. Rowe Price Investment Management, Inc. | 5.7% | $62,914,322 | 5,225,442 | T. Rowe Price Investment Management, Inc. | 30 Sep 2025 |
As of 30 Jun 2026, 125 institutional investors reported holding 92,204,377 shares of Hagerty, Inc. - COMMON (HGTY). This represents 91% of the company’s total 101,593,117 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
88%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 51% | 51,800,000 | 0% | 0.42% | $617,456,000 |
| NEUBERGER BERMAN GROUP LLC | 9.4% | 9,528,505 | +9.3% | 0.08% | $113,579,779 |
| T. Rowe Price Investment Management, Inc. | 6% | 6,088,981 | +8% | 0.05% | $72,581,000 |
| Polar Capital Holdings Plc | 5.9% | 6,000,000 | 0% | 0.2% | $71,520,000 |
| Markel Group Inc. | 3.1% | 3,108,000 | 0% | 0.27% | $35,897,400 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.9% | 1,928,492 | +3.3% | 0% | $22,987,625 |
| Greenhaven Road Investment Management, L.P. | 1.8% | 1,865,430 | -21% | 14% | $22,235,926 |
| Pembroke Management, LTD | 1.7% | 1,702,926 | -2% | 2.6% | $20,298,878 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6% | 1,650,329 | +1.2% | 0% | $19,671,922 |
| Lincoln Capital LLC | 0.96% | 973,651 | +2.4% | 2.1% | $11,605,924 |
| BlackRock, Inc. | 0.71% | 718,484 | +4.1% | 0% | $8,564,330 |
| ROYCE & ASSOCIATES LP | 0.52% | 525,000 | 0% | 0.05% | $6,258,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.44% | 446,889 | +6.7% | 0% | $5,329,655 |
| DIMENSIONAL FUND ADVISORS LP | 0.37% | 374,615 | +38% | 0% | $4,465,002 |
| FIRST TRUST ADVISORS LP | 0.33% | 335,852 | 0% | $4,003,355 | |
| SCHOLTZ & COMPANY, LLC | 0.3% | 308,405 | -5.3% | 1.8% | $3,676,188 |
| MORGAN STANLEY | 0.3% | 307,146 | +3.4% | 0% | $3,661,181 |
| Gillson Capital LP | 0.27% | 276,949 | +37% | 0.19% | $3,301,000 |
| STATE STREET CORP | 0.26% | 264,359 | +13% | 0% | $3,151,159 |
| VANGUARD FIDUCIARY TRUST CO | 0.24% | 238,881 | +1.7% | 0% | $2,847,462 |
| BROWN ADVISORY INC | 0.21% | 218,000 | +100% | 0% | $2,598,560 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.21% | 213,947 | -1.6% | 0% | $2,550,248 |
| Woodline Partners LP | 0.21% | 212,918 | -18% | 0.01% | $2,537,983 |
| UBS Group AG | 0.2% | 205,591 | -41% | 0% | $2,450,644 |
| Garner Asset Management Corp | 0.17% | 172,825 | 0.67% | $2,060,074 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
20
Headline period
Q2 2026
Rows shown
1-20 of 20
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 3,279,654 | $44,170,024 | +$5,653,831 | $13.46 | 16 |
| 2026 Q2 | 92,204,377 | $1,097,927,833 | +$17,908,528 | $11.92 | 125 |
| 2026 Q1 | 90,708,666 | $955,172,406 | +$4,307,939 | $10.53 | 117 |
| 2025 Q4 | 89,867,502 | $1,207,806,714 | +$1,915,680 | $13.44 | 115 |
| 2025 Q3 | 89,718,372 | $1,080,193,829 | +$164,550,286 | $12.04 | 95 |
| 2025 Q2 | 76,080,887 | $769,180,013 | +$3,568,113 | $10.11 | 88 |
| 2025 Q1 | 75,830,784 | $685,242,616 | +$5,742,043 | $9.04 | 87 |
| 2024 Q4 | 75,194,207 | $725,623,894 | +$12,060,472 | $9.65 | 89 |
| 2024 Q3 | 73,918,137 | $751,754,710 | +$28,702,667 | $10.17 | 79 |
| 2024 Q2 | 71,091,166 | $739,344,290 | +$14,865,665 | $10.40 | 74 |
| 2024 Q1 | 69,702,295 | $637,775,535 | +$4,288,051 | $9.15 | 73 |
| 2023 Q4 | 69,244,055 | $540,132,577 | -$4,613,390 | $7.80 | 72 |
| 2023 Q3 | 68,673,329 | $561,063,406 | -$1,549,089 | $8.17 | 71 |
| 2023 Q2 | 68,819,282 | $644,134,702 | +$32,970,838 | $9.36 | 66 |
| 2023 Q1 | 65,350,739 | $571,146,374 | +$3,660,907 | $8.74 | 60 |
| 2022 Q4 | 65,920,937 | $554,393,271 | -$9,884,925 | $8.41 | 66 |
| 2022 Q3 | 67,128,817 | $603,487,375 | +$10,365,745 | $8.99 | 56 |
| 2022 Q2 | 65,943,077 | $757,686,479 | +$27,924,707 | $11.49 | 60 |
| 2022 Q1 | 63,600,810 | $686,238,279 | +$1,473,096 | $10.79 | 49 |
| 2021 Q4 | 63,570,836 | $895,715,000 | +$894,375,000 | $14.18 | 35 |