Security key
405166109
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 76,080,887
- Total 13F value
- $769,180,013
- Share change
- +248,719
- Put/Call ratio
- 0%
- SEC-reported price per share
- $10.11
- Number of holders
- 88
- Value change
- +$3,568,113
- Number of buys
- 40
- Number of sells
- 38
- Shares outstanding
- 91,674,421
Holder snapshot
7 signals
Open additional details 1 more signal available
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2025
Institutions
88
Top holders
10
HGTY full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Previous quarter: Q1 2025
Hagerty, Inc. SEC filings
Hagerty, Inc. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 405166109
Recent filing periods:
Ownership snapshot
Top reported holders of HGTY - Hagerty, Inc. - COMMON STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Polar Capital Holdings Plc
Disclosed value leader
STATE FARM MUTUAL AUTOMOB...
Comparable rows
15/15
Latest evidence
30 Jun 2025
13D/G
13F
3/4/5
Lead comparable stake: 5.8%
13D/G row: Polar Capital Holdings Plc
Showing 1-6 of 15 holder rows.
Quick read
Polar Capital Holdings Plc leads the comparable SEC ownership view at 5.8%.
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Polar Capital Holdings Plc's linked filing trail.
Comparable ownership
Top 5
Polar Capital Holdings Plc
5.8%
Neuberger Berman Group LLC
5.3%
STATE FARM MUTUAL AUTOMOBILE INSU...
57%
MARKEL GROUP INC.
3.4%
VANGUARD GROUP INC
2.9%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Polar Capital Holdings Plc |
13D/G
13F
Company
|
5.8%
|
$57,791,760
5,306,865 shares
|
$0 | 30 Jun 2025 |
| Neuberger Berman Group LLC |
13F
13D/G
Company
|
5.3%
from 13D/G
|
$49,437,889
5,468,793 shares
|
— | 31 Mar 2025 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
3/4/5
13F
10%+ Owner · Company
|
57%
from 13F
|
$620,372,553
56,040,881 shares
|
— | 05 Jul 2024 |
| MARKEL GROUP INC. |
3/4/5
13F
10%+ Owner · Company
|
3.4%
from 13F
|
$33,877,200
3,108,000 shares
|
— | 03 Jul 2024 |
| VANGUARD GROUP INC |
13F
Company
|
2.9%
|
$23,804,064
2,633,193 shares
|
— | 31 Mar 2025 |
| Greenhaven Road Investment Management, L.P. |
13F
Company
|
1.5%
|
$12,298,974
1,360,506 shares
|
— | 31 Mar 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
88
Shares
76,080,887
Rows available
88
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
87
Q2 2025 holders
88
Holder diff
1
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend