SEC ownership of Hagerty, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001840776.

Comparable stake leader

Hagerty Holding Corp.

Disclosed value leader

Hagerty Holding Corp.

Comparable rows

50/50

Latest evidence

02 Jul 2026

Top shareholders Insider holders Latest transactions
Public ticker
HGTY on NYSE
Parsed ownership sources
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
Largest SEC-reported holder
Hagerty Holding Corp.
Ranking: Comparable ownership first, then disclosed value
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
Hagerty Holding Corp.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
02 Jul 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001840776
Issuer location
Traverse City, MI

Ownership snapshot

Top shareholders of Hagerty, Inc. (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
50/50
Latest evidence
02 Jul 2026
13D/G 3/4/5 13F Lead comparable stake: 62% 13D/G row: Hagerty Holding Corp. Showing 1-8 of 50 holder rows.

Quick read

Hagerty Holding Corp. leads the comparable SEC ownership view at 62%.

50 of 50 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 1-8 of 50 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
13D/G 3/4/5 13F
State Farm Mutual Automobile Insurance Company · 10%+ Owner · Company
13D/G 3/4/5 13F
54%
$674,732,207
56,040,881 shares
 $0 04 Nov 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
$63,180,000
6,000,000 shares
 — 31 Mar 2026
T. Rowe Price Investment Management, Inc.
13D/G 13F
Company
13D/G 13F
5.7%
$62,914,322
5,225,442 shares
 $0 30 Sep 2025
Neuberger Berman Group LLC
13F 13D/G
Company
13F 13D/G
5.3%
from 13D/G
$91,836,005
8,721,368 shares
 — 31 Mar 2026
McKeel Hagerty
3/4/5
Chief Executive Officer, Director
3/4/5
1.1%
$13,947,225
1,037,740 shares
 — 01 Apr 2026
Robert I. Kauffman
3/4/5
Director
3/4/5
0.9%
$11,118,508
827,270 shares
 -$21,965,333 01 Apr 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.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$112,208,605.

Buys
$309,790
Insiders: 1
Sells
$112,518,395
Insiders: 5
Net
-$112,208,605
Shares: -12,201,154
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 29,500 Shares: 12,230,654
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 9,500 13,458 $99,370 $163,227 -$63,857
3-6 19,000 5,531 $198,800 $60,896 +$137,904
6-9 0 451,350 $0 $5,754,572 -$5,754,572
9-12 1,000 11,760,315 $11,620 $106,539,699 -$106,528,079

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 32 reporting-owner rows connected to Hagerty, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
32
Largest Forms 3/4/5 holder
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
Net 12M change
-$112,208,603
Latest report
02 Jul 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 10%+ Owner $620,372,553 Mixed 05 Jul 2024
MARKEL GROUP INC. 10%+ Owner $33,877,200 Mixed 03 Jul 2024
McKeel Hagerty Chief Executive Officer, Director $13,947,225 Mixed 01 Apr 2026
Robert I. Kauffman Director $11,118,508 -$21,965,333 -66% Mixed 01 Apr 2026
William H. Swanson Director $6,297,621 Mixed 01 Apr 2026
Patrick S. McClymont Chief Financial Officer $4,526,511 Mixed 01 Apr 2026
Collette Champagne CHRO and CAO $3,631,582 Mixed 01 Apr 2026
Frederick Turcotte Chief Financial Officer $3,613,488 Mixed 06 Apr 2023
Paul Rehrig Pres. of Hagerty Media & Entmt $1,949,083 Mixed 01 Oct 2024
Russell Andrew Page Chief Information Officer $1,770,625 Mixed 01 Apr 2026
Kenneth Ahn President, Hagerty Marketplace $1,708,425 -$5,754,572 -77% Mixed 01 Apr 2026
Jeffrey Edward Briglia President of Insurance $1,654,631 Mixed 01 Jul 2026
Barbara E. Matthews SVP, Gen Counsel & Corp Secr. $1,042,188 Mixed 06 Apr 2023
Diana Chafey Chief Legal Officer $1,034,987 Mixed 01 Apr 2026
Kevin M. Delaney Chief Accounting Officer $1,028,657 -$163,227 -14% Filing P/S 02 Jul 2026
Charles John Favour Chief Underwriting Officer $858,042 Mixed 01 Apr 2024
Sabrina Kay Director $728,085 Mixed 01 Apr 2026
Mika Salmi Director $728,085 Mixed 01 Apr 2026
Anthony J. Kuczinski Director $718,058 +$309,790 +76% Filing P/S 15 May 2026
Randall Houston Harbert Director $615,982 Mixed 01 Apr 2026

Recent insider transactions for Hagerty, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Kevin M. Delaney HGTY Class A Common Stock Sale -3.57% $38,134 $12.25 -3,113 83,972 02 Jul 2026 Direct
Jeffrey Edward Briglia HGTY Class A Common Stock Tax liability -3.02% -4,892 157,135 01 Jul 2026 Direct
Henrik Waersted Bjornstad HGTY Class A Common Stock Award 10,114 10,114 01 Jul 2026 Direct
Kevin M. Delaney HGTY Class A Common Stock Tax liability -2.82% -2,525 87,085 01 Jul 2026 Direct
Kevin M. Delaney HGTY Class A Common Stock Sale -9.53% $114,224 $12.10 -9,440 89,610 01 Jul 2026 Direct
Kevin M. Delaney HGTY Class A Common Stock Sale -0.91% $10,869 $12.01 -905 99,050 30 Jun 2026 Direct
Anthony J. Kuczinski HGTY Class A Common Stock Purchase 16.1% $99,370 $10.46 9,500 68,648 15 May 2026 Direct
Laurie Harris HGTY Class A Common Stock Sale -13.1% $60,896 $11.01 -5,531 36,689 07 Apr 2026 Direct
Patrick McClymont HGTY Class A Common Stock Award 0.29% 962 336,794 02 Apr 2026 Direct
Diana Chafey HGTY Class A Common Stock Award 1.54% 1,165 77,008 02 Apr 2026 Direct
Sabrina Kay HGTY Class A Common Stock Award 28.1% 11,871 54,173 01 Apr 2026 Direct
Randall Houston Harbert HGTY Class A Common Stock Award 35% 11,871 45,832 01 Apr 2026 Direct
Robert I. Kauffman HGTY Class A Common Stock Award 17.6% 11,871 79,173 01 Apr 2026 Direct
William H. Swanson HGTY Class A Common Stock Award 28.1% 11,871 54,173 01 Apr 2026 Direct
Anthony J. Kuczinski HGTY Class A Common Stock Award 25.1% 11,871 59,148 01 Apr 2026 Direct
Kenneth Ahn HGTY Class A Common Stock Tax liability -7.04% -9,627 127,115 01 Apr 2026 Direct
Kenneth Ahn HGTY Class A Common Stock Award 20.4% 23,149 136,742 01 Apr 2026 Direct
McKeel Hagerty HGTY Class A Common Stock Tax liability -7.39% -82,868 1,037,740 01 Apr 2026 Direct
Collette Champagne HGTY Class A Common Stock Tax liability -9.47% -28,278 270,207 01 Apr 2026 Direct
Collette Champagne HGTY Class A Common Stock Award 8.64% 23,742 298,485 01 Apr 2026 Direct
Patrick McClymont HGTY Class A Common Stock Tax liability -8.8% -32,388 335,832 01 Apr 2026 Direct
Patrick McClymont HGTY Class A Common Stock Award 17.2% 54,013 368,220 01 Apr 2026 Direct
Russell Andrew Page HGTY Class A Common Stock Tax liability -7.8% -11,146 131,743 01 Apr 2026 Direct
Russell Andrew Page HGTY Class A Common Stock Award 27.6% 30,865 142,889 01 Apr 2026 Direct
Mika Salmi HGTY Class A Common Stock Award 28.1% 11,871 54,173 01 Apr 2026 Direct
Diana Chafey HGTY Class A Common Stock Tax liability -5.99% -4,833 75,843 01 Apr 2026 Direct
Diana Chafey HGTY Class A Common Stock Award 41.7% 23,742 80,676 01 Apr 2026 Direct
Kevin M. Delaney HGTY Class A Common Stock Tax liability -7.8% -8,456 99,955 01 Apr 2026 Direct
Kevin M. Delaney HGTY Class A Common Stock Award 19.4% 17,614 108,411 01 Apr 2026 Direct
Jeffrey Edward Briglia HGTY Class A Common Stock Tax liability -5.76% -9,899 162,027 01 Apr 2026 Direct
Jeffrey Edward Briglia HGTY Class A Common Stock Award 36.8% 46,297 171,926 01 Apr 2026 Direct
Laurie Harris HGTY Class A Common Stock Award 39.1% 11,871 42,220 01 Apr 2026 Direct
Michael R. Heaton HGTY Class A Common Stock Award 116% 11,871 22,101 01 Apr 2026 Direct
Anthony J. Kuczinski HGTY Class A Common Stock Purchase 9.24% $38,000 $9.50 4,000 47,277 12 Mar 2026 Direct
Anthony J. Kuczinski HGTY Class A Common Stock Purchase 53% $160,800 $10.72 15,000 43,277 03 Mar 2026 Direct
Kenneth Ahn HGTY Class A Common Stock Sale -100% $620,500 $12.41 -50,000 0 26 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY Class A Common Stock Conversion of derivative security 50,000 50,000 26 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY The Hagerty Group, LLC Units Conversion of derivative security -6.06% -50,000 775,213 26 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY Class A Common Stock Sale -100% $627,500 $12.55 -50,000 0 20 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY Class A Common Stock Conversion of derivative security 50,000 50,000 20 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY The Hagerty Group, LLC Units Conversion of derivative security -5.71% -50,000 825,213 20 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY Class A Common Stock Sale -100% $643,000 $12.86 -50,000 0 12 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY Class A Common Stock Conversion of derivative security 50,000 50,000 12 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY The Hagerty Group, LLC Units Conversion of derivative security -5.4% -50,000 875,213 12 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY Class A Common Stock Sale -100% $17,888 $13.25 -1,350 0 09 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY Class A Common Stock Conversion of derivative security 1,350 1,350 09 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY The Hagerty Group, LLC Units Conversion of derivative security -0.15% -1,350 925,213 09 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY Class A Common Stock Sale -100% $317,151 $13.08 -24,247 0 07 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY Class A Common Stock Conversion of derivative security 24,247 24,247 07 Jan 2026 By Quadrifoglio Holdings LLC
Kenneth Ahn HGTY The Hagerty Group, LLC Units Conversion of derivative security -2.55% -24,247 926,563 07 Jan 2026 By Quadrifoglio Holdings LLC
* marks a reported price that did not pass the local price check.
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