MARKEL GROUP INC.

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

Symbol: HGTY on NYSE
Investment type: Equity / COMMON STOCK
Latest Disclosed Shares Owned: 79,380,265 shares
Security Ownership %: 45%

Shares, Excluding Options vs Price

Value, Excluding Options

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

05 Nov 2025 - MARKEL GROUP INC. has filed an SCHEDULE 13D/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 79,380,265 shares of Hagerty, Inc. COMMON STOCK (HGTY). This represents 45% ownership of the company. In their previous filing dated 18 Apr 2025, MARKEL GROUP INC. had reported owning 79,380,265 shares, indicating a new holding.

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
MARKEL GROUP INC.	45%	-5.8%	$955,738,391	79,380,265	0		$12.04	13D/A	04 Nov 2025	05 Nov 2025, 16:13
MARKEL GROUP INC.	48%		$724,741,819	79,380,265			$9.13	13D/A	16 Apr 2025	18 Apr 2025, 10:42

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0.33%	0%	$41,771,520	3,108,000	0		$13.44	Q4 2025
30 Sep 2025	0.3%	0%	$37,451,400	3,108,000	0		$12.05	Q3 2025
30 Jun 2025	0.27%	0%	$31,421,880	3,108,000	0		$10.11	Q2 2025
31 Mar 2025	0.25%	0%	$28,096,320	3,108,000	0		$9.04	Q1 2025
31 Dec 2024	0.26%	+0.01%	$29,992,200	3,108,000	+108,000	+3.6%	$9.65	Q4 2024
30 Sep 2024	0.27%	0%	$30,510,000	3,000,000	0		$10.17	Q3 2024
30 Jun 2024	0.31%	0%	$31,200,000	3,000,000	0		$10.40	Q2 2024
31 Mar 2024	0.27%	0%	$27,450,000	3,000,000	0		$9.15	Q1 2024
31 Dec 2023	0.25%	0%	$23,400,000	3,000,000	0		$7.80	Q4 2023
30 Sep 2023	0.3%	0%	$24,510,000	3,000,000	0		$8.17	Q3 2023
30 Jun 2023	0.33%	+0.33%	$28,080,000	3,000,000	+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.