Latest Period
Q1 2026
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
116
Shares (Excl. Options)
90,708,665
Price
$10.53
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- HGTY on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 90,708,665
- Total 13F value
- $955,172,395
- Portfolio coverage rank
- 0%
- Share change
- +467,303
- Value change
- +$4,308,789
- Number of holders
- 116
- Shares outstanding
- 91,674,421
- SEC-reported price per share
- $10.61
- Insider filing price
- $10.61
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
Key facts
- HGTY - Hagerty, Inc. - COMMON STOCK is tracked under CUSIP 405166109.
- 116 institutions reported positions in Q1 2026.
- 6 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 115 to 116 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,207,806,714 to $955,172,395.
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 116 institutions filings for Q1 2026.
Security key
405166109
Latest holder period
Q1 2026
13F holders
116
13D/G owners
6
CIK / CUSIP context first
Open Q1 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. | 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 Mar 2026, 116 institutional investors reported holding 90,708,665 shares of Hagerty, Inc. - COMMON STOCK (HGTY). This represents 99% of the company’s total 91,674,421 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
96%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 57% | 51,800,000 | 0% | 0.43% | $545,454,000 |
| NEUBERGER BERMAN GROUP LLC | 9.5% | 8,721,368 | +5.5% | 0.07% | $91,836,005 |
| Polar Capital Holdings Plc | 6.5% | 6,000,000 | +4% | 0.28% | $63,180,000 |
| T. Rowe Price Investment Management, Inc. | 6.2% | 5,640,480 | +9.4% | 0.04% | $59,395,000 |
| Markel Group Inc. | 3.4% | 3,108,000 | 0% | 0.27% | $32,727,240 |
| Greenhaven Road Investment Management, L.P. | 2.6% | 2,369,978 | -9.4% | 17% | $24,955,868 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2% | 1,867,573 | 0% | 0% | $19,665,544 |
| Pembroke Management, LTD | 1.9% | 1,738,006 | -22% | 2.6% | $18,301,203 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8% | 1,630,971 | 0% | 0% | $17,174,125 |
| Lincoln Capital LLC | 1% | 950,652 | +17% | 1.9% | $10,008,468 |
| BlackRock, Inc. | 0.75% | 690,093 | +2.7% | 0% | $7,266,679 |
| ROYCE & ASSOCIATES LP | 0.57% | 525,000 | 0% | 0.05% | $5,528,250 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.46% | 418,807 | +5.2% | 0% | $4,412,288 |
| UBS Group AG | 0.38% | 345,958 | +80% | 0% | $3,642,938 |
| SCHOLTZ & COMPANY, LLC | 0.36% | 325,505 | +0.68% | 1.8% | $3,427,568 |
| MORGAN STANLEY | 0.32% | 297,152 | -11% | 0% | $3,129,012 |
| DIMENSIONAL FUND ADVISORS LP | 0.3% | 271,346 | +50% | 0% | $2,857,146 |
| Woodline Partners LP | 0.28% | 260,544 | +3.2% | 0.01% | $2,743,528 |
| VANGUARD FIDUCIARY TRUST CO | 0.26% | 234,818 | 0% | 0% | $2,472,634 |
| STATE STREET CORP | 0.26% | 233,788 | +1.3% | 0% | $2,461,788 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.24% | 217,522 | +0.78% | 0% | $2,290,507 |
| Gillson Capital LP | 0.22% | 202,012 | 0% | 0.17% | $2,127,000 |
| OXFORD FINANCIAL GROUP, LTD. LLC | 0.19% | 170,000 | 0% | 0.1% | $1,790,100 |
| RENAISSANCE TECHNOLOGIES LLC | 0.17% | 157,668 | +79% | 0% | $1,660,244 |
| National Philanthropic Trust | 0.16% | 150,000 | 0% | 0.02% | $1,579,500 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
18
Latest
Q1 2026
Rows shown
1-18 of 18
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 90,708,665 | $955,172,395 | +$4,308,789 | $10.53 | 116 |
| 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 |