Hagerty, Inc. - COMMON STOCK (HGTY)

Historical Holders from Q4 2021 to Q3 2025

Symbol
HGTY on NYSE
CUSIP
405166109
Type / Class
Equity / COMMON STOCK
Shares outstanding
91.7M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
89.7M
Holdings value
$1.08B
% of all portfolios
0.003%
Grand Portfolio weight change
+0%
Number of holders
94
Number of buys
54
Number of sells
-24
Average Value change %
+0%
Average buys %
+0.001%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Hagerty, Inc. - COMMON STOCK (HGTY)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Hagerty Holding Corp. 62.4% -0.79% $1.67B -$12.4M 167M -0.74% HAGERTY HOLDING CORP. Aug 13, 2025
MARKEL GROUP INC. 44.9% -5.83% $956M 79.4M 0% MARKEL GROUP INC. Nov 4, 2025
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 53.5% $675M 56M State Farm Mutual Automobile Insurance Company Nov 4, 2025
Polar Capital Holdings Plc 5.85% $57.8M 5.31M Polar Capital Holdings Plc Jun 30, 2025
T. Rowe Price Investment Management, Inc. 5.7% $62.9M 5.23M T. Rowe Price Investment Management, Inc. Sep 30, 2025
Neuberger Berman Group LLC 5.3% $43.1M 4.73M Neuberger Berman Group LLC Dec 31, 2024

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 89.7M $1.08B +$165M $12.04 94
2025 Q2 76.1M $769M +$3.57M $10.11 88
2025 Q1 75.8M $685M +$5.74M $9.04 87
2024 Q4 75.2M $725M +$12.1M $9.65 88
2024 Q3 73.9M $752M +$28.6M $10.17 78
2024 Q2 71.1M $739M +$14.8M $10.40 72
2024 Q1 69.7M $638M +$3.86M $9.15 71
2023 Q4 68.8M $537M -$4.43M $7.80 71
2023 Q3 68.7M $561M -$1.55M $8.17 71
2023 Q2 68.8M $644M +$33M $9.36 66
2023 Q1 65.4M $571M +$3.66M $8.74 60
2022 Q4 65.9M $554M -$9.88M $8.41 66
2022 Q3 67.1M $603M +$10.4M $8.99 56
2022 Q2 65.9M $758M +$27.9M $11.49 62
2022 Q1 63.6M $686M +$1.47M $10.79 50
2021 Q4 63.6M $896M +$894M $14.18 35