Hagerty, Inc. - COMMON STOCK (HGTY)

CUSIP: 405166109

Q1 2026 13F Holders as of 31 Mar 2026

Security type / class
Equity / COMMON STOCK
Total 13F shares
90,708,665
Total 13F value
$955,172,395
Holder snapshot 6 visible 7 signals
Share change
+467,303
Put/Call ratio
333%
SEC-reported price per share
$10.53
Number of holders
116
Value change
+$4,308,789
Number of buys
46
Open additional details 1 more signal available
Number of sells
52
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
91,674,421

Security key

405166109

Report period

Q1 2026

Institutions

116

Top holders

10

HGTY full security history Ownership snapshot Full 13F holder table Newer quarter: Q2 2026 Previous quarter: Q4 2025 Hagerty, Inc. SEC filings Hagerty, Inc. company facts

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

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
31 Dec 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
13D/G 3/4/5
62%
$1,665,521,560
166,552,156 shares
 -$12,367,500 13 Aug 2025
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
13F 13D/G 3/4/5
Company · State Farm Mutual Automobile Insurance Company · 10%+ Owner
13F 13D/G 3/4/5
54%
from 13D/G
$696,192,000
51,800,000 shares
 — 31 Dec 2025
MARKEL GROUP INC.
13D/G 3/4/5 13F
10%+ Owner · Company
13D/G 3/4/5 13F
45%
$955,738,391
79,380,265 shares
 $0 04 Nov 2025
Polar Capital Holdings Plc
13F 13D/G
Company
13F 13D/G
5.8%
from 13D/G
$77,514,071
5,767,416 shares
 — 31 Dec 2025
T. Rowe Price Investment Management, Inc.
13F 13D/G
Company
13F 13D/G
5.7%
from 13D/G
$69,309,000
5,156,899 shares
 — 31 Dec 2025
Neuberger Berman Group LLC
13F 13D/G
Company
13F 13D/G
5.3%
from 13D/G
$111,143,692
8,269,620 shares
 — 31 Dec 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 Q1 2026

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
116
Shares
90,708,665
Rows available
116
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 Q1 2026 vs Q4 2025 Across Filers

Q4 2025 holders
115
Q1 2026 holders
116
Holder diff
1
Investor Q4 2025 Shares Q1 2026 Shares Share Diff Share Chg % Q4 2025 value Q1 2026 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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