13F reference period
Q3 2026
Security Snapshot
Hagerty, Inc. - Class A Common Stock, par value $0.0001 per share (HGTY) Institutional Ownership
CUSIP: 405166109
13F Institutional Holders and Ownership History from Q4 2021 to Q3 2026
Institutions Reporting
70
Shares (Excl. Options)
80.48M
Full value: 80,478,548 · shares · 30 Sep 2026Price
$13.46
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Class A Common Stock, par value $0.0001 per share
- Symbol
- HGTY on NYSE
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 80,478,548
- Total 13F value
- $1,083,714,098
- Portfolio coverage rank
- 0%
- Share change
- +3,289,025
- Value change
- +$44,322,776
- Number of holders
- 70
- Shares outstanding
- 200,455,212
- SEC-reported price per share
- $14.99
- Insider filing price
- $14.99
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. - Class A Common Stock, par value $0.0001 per share is tracked under CUSIP 405166109.
- 70 institutions reported positions in Q3 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 125 to 70 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$1.1B
Full value: $1,097,927,833 · USD · 30 Jun 2026.$1.08B
Full value: $1,083,714,098 · USD · 30 Sep 2026
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 70 institutions filings for Q3 2026.
Security key
405166109
13F reference period
Q3 2026
13F holders
70
13D/G owners
6
CIK / CUSIP context first
Open Q3 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. | 51% | -8.9% | $2,164,775,693 | -$172,385,000 | 144,414,656 | -7.4% | HAGERTY HOLDING CORP. | 11 Nov 2026 |
| MARKEL GROUP INC. | 40% | -5.7% | $1,189,910,157 | 79,380,264 | 0% | MARKEL GROUP INC. | 12 Nov 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 Sep 2026,
70
institutional investors reported holding
shares of
Hagerty, Inc. - Class A Common Stock, par value $0.0001 per share (HGTY).
This represents
40%
of the company’s total
outstanding shares.
80.48M
Full value: 80,478,548 · shares · 30 Sep 2026200.46M
Full value: 200,455,212 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
40%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 26% | 51,800,000 | 0% | 0.49% | $697,228,000 |
| NEUBERGER BERMAN GROUP LLC | 5.6% | 11,276,836 | +18% | 0.1% | $151,786,212 |
| Markel Group Inc. | 1.6% | 3,108,000 | 0% | 0.33% | $41,833,680 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.2% | 2,346,842 | +22% | 0% | $31,588,493 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.97% | 1,951,164 | +18% | 0% | $26,262,667 |
| Pembroke Management, LTD | 0.88% | 1,755,856 | +3.1% | 2.9% | $23,633,822 |
| Greenhaven Road Investment Management, L.P. | 0.69% | 1,389,977 | -25% | 15% | $18,709,090 |
| Lincoln Capital LLC | 0.67% | 1,350,809 | +39% | 3.2% | $18,208,746 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.27% | 536,597 | +20% | 0% | $7,226,603 |
| ROYCE & ASSOCIATES LP | 0.25% | 510,000 | -2.9% | 0.06% | $6,864,600 |
| DIMENSIONAL FUND ADVISORS LP | 0.23% | 455,115 | +21% | 0% | $6,126,162 |
| MORGAN STANLEY | 0.21% | 419,025 | +36% | 0% | $5,640,077 |
| SOROS FUND MANAGEMENT LLC | 0.19% | 376,980 | 0.08% | $5,074,151 | |
| SCHOLTZ & COMPANY, LLC | 0.15% | 301,300 | -2.3% | 2.1% | $4,055,498 |
| VANGUARD FIDUCIARY TRUST CO | 0.15% | 298,605 | +25% | 0% | $4,019,223 |
| STATE STREET CORP | 0.14% | 284,145 | +7.5% | 0% | $3,824,592 |
| FIRST TRUST ADVISORS LP | 0.09% | 173,534 | -48% | 0% | $2,335,767 |
| Garner Asset Management Corp | 0.09% | 172,825 | 0% | 0.91% | $2,756,559 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 0.08% | 170,000 | 0% | 0.11% | $2,288,200 |
| National Philanthropic Trust | 0.07% | 150,000 | 0% | 0.03% | $2,019,000 |
| LPL Financial LLC | 0.07% | 149,836 | -1.7% | 0% | $2,016,793 |
| RENAISSANCE TECHNOLOGIES LLC | 0.07% | 142,868 | +95% | 0% | $1,923,003 |
| TD ASSET MANAGEMENT INC | 0.07% | 140,630 | +40% | 0% | $1,905,537 |
| RAYMOND JAMES FINANCIAL INC | 0.07% | 137,885 | +1.2% | 0% | $1,855,932 |
| Swiss National Bank | 0.05% | 106,360 | +31% | 0% | $1,431,606 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
20
Headline period
Q3 2026
Rows shown
1-20 of 20
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 80,478,548 | $1,083,714,098 | +$44,322,776 | $13.46 | 70 |
| 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 |