Security key
405166109
- Security type / class
- Equity / COMMON STOCK
- Total 13F shares
- 89,867,502
- Total 13F value
- $1,207,806,714
- Share change
- +99,604
- SEC-reported price per share
- $13.44
- Number of holders
- 115
- Value change
- +$1,915,680
- Number of buys
- 52
- Number of sells
- 40
- Shares outstanding
- 91,674,421
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2025
Institutions
115
Top holders
10
HGTY full security history
Ownership snapshot
Full 13F holder table
Hagerty, Inc. SEC filings
Hagerty, Inc. company facts
Broader feeds
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
Hagerty Holding Corp.
Disclosed value leader
Hagerty Holding Corp.
Comparable rows
15/15
Latest evidence
04 Nov 2025
13D/G
3/4/5
13F
Lead comparable stake: 62%
13D/G row: Hagerty Holding Corp.
Showing 1-6 of 15 holder rows.
Quick read
Hagerty Holding Corp. leads the comparable SEC ownership view at 62%.
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 Hagerty Holding Corp.'s linked filing trail.
Comparable ownership
Top 5
Hagerty Holding Corp.
62%
STATE FARM MUTUAL AUTOMOBILE INSU...
54%
MARKEL GROUP INC.
45%
Polar Capital Holdings Plc
5.8%
T. Rowe Price Investment Manageme...
5.7%
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 |
|---|---|---|---|---|---|
| Hagerty Holding Corp. |
13D/G
3/4/5
10%+ Owner
|
62%
|
$1,665,521,560
166,552,156 shares
|
-$12,367,500 | 13 Aug 2025 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
13D/G
3/4/5
13F
State Farm Mutual Automobile Insurance Company · 10%+ Owner · Company
|
54%
|
$674,732,207
56,040,881 shares
|
$0 | 04 Nov 2025 |
| MARKEL GROUP INC. |
13D/G
3/4/5
13F
10%+ Owner · Company
|
45%
|
$955,738,391
79,380,265 shares
|
$0 | 04 Nov 2025 |
| Polar Capital Holdings Plc |
13F
13D/G
Company
|
5.8%
from 13D/G
|
$70,041,689
5,817,416 shares
|
— | 30 Sep 2025 |
| T. Rowe Price Investment Management, Inc. |
13D/G
13F
Company
|
5.7%
|
$62,914,322
5,225,442 shares
|
$0 | 30 Sep 2025 |
| Neuberger Berman Group LLC |
13F
13D/G
Company
|
5.3%
from 13D/G
|
$96,895,343
8,047,786 shares
|
— | 30 Sep 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 Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
115
Shares
89,867,502
Rows available
115
| 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 Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
95
Q4 2025 holders
115
Holder diff
20
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 value | Q4 2025 value | Value change | Value Chg % |
|---|