Hagerty, Inc. - COMMON STOCK (HGTY)

Historical Holders from Q4 2021 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
HGTY on NYSE
Shares outstanding
91,674,421
Price per share
$13.44
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
89,718,372
Total reported value
$1,080,193,829
% of total 13F portfolios
0%
Share change
+13,634,318
Value change
+$164,550,563
Number of holders
95
Price from insider filings
$13.44
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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 30 Sep 2025, Hagerty, Inc. - COMMON STOCK (HGTY) has 95 institutional shareholders filing 13F forms. They hold 89,718,372 shares. of 91,674,421 outstanding shares (98%) .

Top 25 institutional shareholders own 96% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 57% 51,800,000 0% 0.52% $623,672,000
NEUBERGER BERMAN GROUP LLC 8.8% 8,047,786 +45% 0.07% $96,895,343
Polar Capital Holdings Plc 6.3% 5,817,416 +9.4% 0.34% $70,041,689
T. Rowe Price Investment Management, Inc. 5.7% 5,215,795 +9491% 0.04% $62,799,000
VANGUARD GROUP INC 3.8% 3,456,174 +32% 0% $41,612,336
Markel Group Inc. 3.4% 3,108,000 0% 0.3% $37,451,400
Greenhaven Road Investment Management, L.P. 2.9% 2,664,784 +47% 13% $32,083,999
Pembroke Management, LTD 2.5% 2,261,203 +128% 2.7% $27,224,884
Lincoln Capital LLC 0.86% 787,387 +30% 1.8% $9,440,769
BlackRock, Inc. 0.71% 648,288 +38% 0% $7,805,388
ROYCE & ASSOCIATES LP 0.57% 525,000 0% 0.06% $6,321,000
FMR LLC 0.55% 500,473 +1924796% 0% $6,025,695
GEODE CAPITAL MANAGEMENT, LLC 0.44% 402,086 +58% 0% $4,842,680
SCHOLTZ & COMPANY, LLC 0.35% 325,065 +35% 1.7% $3,913,783
Garner Asset Management Corp 0.31% 281,825 1.4% $3,393,173
Woodline Partners LP 0.3% 277,315 0.02% $3,338,873
CONFLUENCE INVESTMENT MANAGEMENT LLC 0.28% 252,535 -9.8% 0.04% $3,040,522
MORGAN STANLEY 0.25% 231,267 +208% 0% $2,784,455
UBS Group AG 0.24% 216,186 +81% 0% $2,602,880
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.24% 216,077 +59% 0% $2,601,567
STATE STREET CORP 0.22% 200,329 +45% 0% $2,411,961
Gillson Capital LP 0.19% 175,000 0.18% $2,107,000
OXFORD FINANCIAL GROUP, LTD. LLC 0.19% 170,000 0.12% $2,046,800
Connor, Clark & Lunn Investment Management Ltd. 0.18% 160,616 +0.97% 0.01% $1,933,817
DIMENSIONAL FUND ADVISORS LP 0.13% 120,747 +26% 0% $1,453,004

Institutional Holders of Hagerty, Inc. - COMMON STOCK (HGTY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 1,009,788 $13,571,551 -$405,014 $13.44 3
2025 Q3 89,718,372 $1,080,193,829 +$164,550,563 $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