Security key
405166109
- Security type / class
- Equity / COMMON
- Total 13F shares
- 3,366,560
- Total 13F value
- $45,339,779
- Share change
- +419,796
- SEC-reported price per share
- $13.46
- Number of holders
- 20
- Value change
- +$5,656,994
- Number of buys
- 13
- Number of sells
- 3
- Shares outstanding
- 101,593,117
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
20
Top holders
10
HGTY full security history
Ownership snapshot
Full 13F holder table
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 (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
6/15
Latest evidence
30 Sep 2026
13D/G
3/4/5
13F
Lead comparable stake: 56%
9 rows are not safely comparable across share classes.
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 56%.
6 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.
56%
STATE FARM MUTUAL AUTOMOBILE INSU...
54%
MARKEL GROUP INC.
42%
Neuberger Berman Group LLC
11%
Polar Capital Holdings Plc
5.8%
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
|
56%
Reported 13D/G
· 09 Sep 2026
|
$1,827,319,768
155,914,656 shares
|
-$124,671,500 | 09 Sep 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
13D/G
3/4/5
13F
State Farm Mutual Automobile Insurance Company · 10%+ Owner · Company
|
54%
Reported 13D/G
· 04 Nov 2025
|
$674,732,207
56,040,881 shares
|
$0 | 04 Nov 2025 |
| MARKEL GROUP INC. |
13D/G
3/4/5
13F
10%+ Owner · Company
|
42%
Reported 13D/G
· 11 Sep 2026
|
$930,336,694
79,380,264 shares
|
-$11.72 | 11 Sep 2026 |
| Neuberger Berman Group LLC |
13D/G
|
11%
Reported 13D/G
· 30 Sep 2026
|
$151,786,213
11,276,836 shares
|
+$88,185,074 | 30 Sep 2026 |
| Polar Capital Holdings Plc |
13F
13D/G
Company
|
5.8%
Reported 13D/G
· 30 Jun 2025
|
$71,520,000
6,000,000 shares
|
— | 30 Jun 2026 |
| T. Rowe Price Investment Management, Inc. |
13F
13D/G
Company
|
5.7%
Reported 13D/G
· 30 Sep 2025
|
$72,581,000
6,088,981 shares
|
— | 30 Jun 2026 |
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 Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
20
Shares
3,366,560
Rows available
20
| 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 Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
125
Q3 2026 holders
20
Holder diff
-105
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend