| 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, 111 institutional investors reported holding 89,677,205 shares of Hagerty, Inc. - COMMON STOCK (HGTY). This represents 98% of the company’s total 91,674,421 outstanding shares.
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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 89,677,205 | $1,205,248,040 | -$100,548 | $13.44 | 111 |
| 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 |