Latest Period
Q4 2025
Security Snapshot
Hagerty, Inc. - COMMON STOCK (HGTY) Institutional Ownership
CUSIP: 405166109
13F Institutional Holders and Ownership History from Q4 2021 to Q1 2026
Institutions Reporting
113
Shares (Excl. Options)
89,717,485
Price
$13.44
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- Type / Class
- Equity / COMMON STOCK
- Symbol
- HGTY on NYSE
- Shares outstanding
- 91,674,421
- Price per share
- $10.53
- All holders as of 31 Dec 2025
- Q4 2025
- Total 13F shares
- 89,717,485
- Total reported value
- $1,205,790,486
- % of total 13F portfolios
- 0%
- Share change
- -50,413
- Value change
- -$100,548
- Number of holders
- 113
- Price from insider filings
- $10.53
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- HGTY - Hagerty, Inc. - COMMON STOCK is tracked under CUSIP 405166109.
- 113 institutions reported positions in Q4 2025.
- 6 significant owners is listed from Schedule 13D/13G reporting.
What Changed
- Holder count moved from 113 to 14 between Q4 2025 and Q1 2026.
- Reported value moved from $1,205,790,486 to $2,215,999.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 113 institutions filings for Q4 2025.
Investment Quick Answers
What is CUSIP 405166109?
CUSIP 405166109 identifies HGTY - Hagerty, Inc. - COMMON STOCK in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 405166109:
Significant Owners of Hagerty, Inc. - COMMON STOCK (HGTY) based on Schedule 13D/G filings
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Hagerty Holding Corp. | 62% | -0.79% | $1,665,521,560 | -$12,367,500 | 166,552,156 | -0.74% | HAGERTY HOLDING CORP. | 13 Aug 2025 |
| MARKEL GROUP INC. | 45% | -5.8% | $955,738,391 | 79,380,265 | 0% | MARKEL GROUP INC. | 04 Nov 2025 | |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 54% | $674,732,207 | 56,040,881 | State Farm Mutual Automobile Insurance Company | 04 Nov 2025 | |||
| 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 | |||
| Neuberger Berman Group LLC | 5.3% | $43,141,039 | 4,725,196 | Neuberger Berman Group LLC | 31 Dec 2024 |
As of 31 Dec 2025, 113 institutional investors reported holding 89,717,485 shares of Hagerty, Inc. - COMMON STOCK (HGTY). This represents 98% of the company’s total 91,674,421 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of Hagerty, Inc. - COMMON STOCK (HGTY) together control 96% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 57% | 51,800,000 | 0% | 0.55% | $696,192,000 |
| NEUBERGER BERMAN GROUP LLC | 9% | 8,269,620 | +2.8% | 0.08% | $111,143,692 |
| Polar Capital Holdings Plc | 6.3% | 5,767,416 | -0.86% | 0.35% | $77,514,071 |
| T. Rowe Price Investment Management, Inc. | 5.6% | 5,156,899 | -1.1% | 0.04% | $69,309,000 |
| VANGUARD GROUP INC | 3.7% | 3,415,742 | -1.2% | 0% | $45,907,573 |
| Markel Group Inc. | 3.4% | 3,108,000 | 0% | 0.33% | $41,771,520 |
| Greenhaven Road Investment Management, L.P. | 2.9% | 2,616,654 | -1.8% | 15% | $35,167,830 |
| Pembroke Management, LTD | 2.4% | 2,226,961 | -1.5% | 3.1% | $29,930,356 |
| Lincoln Capital LLC | 0.89% | 812,858 | +3.2% | 2% | $10,924,811 |
| BlackRock, Inc. | 0.73% | 671,924 | +3.6% | 0% | $9,030,659 |
| ROYCE & ASSOCIATES LP | 0.57% | 525,000 | 0% | 0.07% | $7,056,000 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.43% | 398,144 | -0.98% | 0% | $5,353,772 |
| FMR LLC | 0.38% | 347,773 | -31% | 0% | $4,674,069 |
| MORGAN STANLEY | 0.36% | 332,819 | +44% | 0% | $4,473,086 |
| SCHOLTZ & COMPANY, LLC | 0.35% | 323,315 | -0.54% | 1.9% | $4,345,354 |
| Woodline Partners LP | 0.28% | 252,530 | -8.9% | 0.01% | $3,394,003 |
| STATE STREET CORP | 0.25% | 230,786 | +15% | 0% | $3,101,764 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.24% | 215,830 | -0.11% | 0% | $2,900,755 |
| Gillson Capital LP | 0.22% | 202,012 | +15% | 0.18% | $2,715,000 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 0.21% | 196,920 | -22% | 0.04% | $2,646,605 |
| UBS Group AG | 0.21% | 192,631 | -11% | 0% | $2,588,961 |
| DIMENSIONAL FUND ADVISORS LP | 0.2% | 181,448 | +50% | 0% | $2,438,585 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 0.19% | 170,000 | 0% | 0.13% | $2,284,800 |
| Connor, Clark & Lunn Investment Management Ltd. | 0.16% | 146,228 | -9% | 0.01% | $1,965,304 |
| RAYMOND JAMES FINANCIAL INC | 0.13% | 119,885 | +4.6% | 0% | $1,611,254 |
Institutional Holders of Hagerty, Inc. - COMMON STOCK (HGTY) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 210,440 | $2,215,999 | -$511,137 | $10.53 | 14 |
| 2025 Q4 | 89,717,485 | $1,205,790,486 | -$100,548 | $13.44 | 113 |
| 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 |