Markel Group Inc.

Holdings History for Hagerty, Inc. - COMMON STOCK (HGTY)

Symbol: HGTY on NYSE
Investment type: Equity / COMMON STOCK
Latest Disclosed Ownership: 79.4M shares
Security Ownership: 44.9%

Shares, Excluding Options vs Price

Value, Excluding Options

MARKEL GROUP INC. ownership in Hagerty, Inc. COMMON STOCK (HGTY)

2025-11-05 - MARKEL GROUP INC. has filed an SCHEDULE 13D/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 79.4M shares of Hagerty, Inc. COMMON STOCK (HGTY). This represents 44.9% percent ownership of the company.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filed at
MARKEL GROUP INC.	44.9%	-5.83%	$956M	79.4M			$12.04	13D/A	11/4/2025	5 Nov 2025 16:13:26
MARKEL GROUP INC.	47.7%		$725M	79.4M			$9.13	13D/A	4/16/2025	18 Apr 2025 10:42:23

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
9/30/2025	0.3%		$37.5M	3.11M			$12.05	Q3 2025
6/30/2025	0.27%		$31.4M	3.11M			$10.11	Q2 2025
3/31/2025	0.25%		$28.1M	3.11M			$9.04	Q1 2025
12/31/2024	0.26%	+0.01%	$30M	3.11M	+108,000	+3.6%	$9.65	Q4 2024
9/30/2024	0.27%		$30.5M	3M			$10.17	Q3 2024
6/30/2024	0.31%		$31.2M	3M			$10.40	Q2 2024
3/31/2024	0.27%		$27.5M	3M			$9.15	Q1 2024
12/31/2023	0.25%		$23.4M	3M			$7.80	Q4 2023
9/30/2023	0.3%		$24.5M	3M			$8.17	Q3 2023
6/30/2023	0.33%	+0.33%	$28.1M	3M	+3,000,000	NEW	$9.36	Q2 2023

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.