Comparable stake leader
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
SEC ownership of Hagerty, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001840776.
Disclosed value leader
Hagerty Holding Corp.
Comparable rows
6/50
Latest evidence
12 Nov 2026
- Public ticker
- HGTY on NYSE
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
6 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
12 Nov 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001840776
- Issuer location
- Traverse City, MI
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
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
STATE FARM MUTUAL AUTOMOB...
Disclosed value leader
Hagerty Holding Corp.
Comparable rows
6/50
Latest evidence
12 Nov 2026
13F
13D/G
3/4/5
Lead comparable stake: 54%
44 rows are not safely comparable across share classes.
13D/G row: STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
Showing 1-8 of 50 holder rows.
Quick read
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO leads the comparable SEC ownership view at 54%.
6 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 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO's linked filing trail.
Comparable ownership
Top 5
STATE FARM MUTUAL AUTOMOBILE INSU...
54%
Hagerty Holding Corp.
51%
MARKEL GROUP INC.
40%
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 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO |
13F
13D/G
3/4/5
Company · State Farm Mutual Automobile Insurance Company · 10%+ Owner
|
54%
Reported 13D/G
· 04 Nov 2025
|
$697,228,000
51,800,000 shares
|
— | 30 Sep 2026 |
| Hagerty Holding Corp. |
13D/G
3/4/5
10%+ Owner
|
51%
Reported 13D/G
· 11 Nov 2026
|
$2,164,775,693
144,414,656 shares
|
-$172,385,000 | 11 Nov 2026 |
| MARKEL GROUP INC. |
13D/G
3/4/5
13F
10%+ Owner · Company
|
40%
Reported 13D/G
· 12 Nov 2026
|
$1,189,910,157
79,380,264 shares
|
$0 | 12 Nov 2026 |
| Neuberger Berman Group LLC |
13D/G
13F
Company
|
11%
Reported 13D/G
· 30 Sep 2026
|
$151,786,213
11,276,836 shares
|
+$88,185,074 | 30 Sep 2026 |
| Polar Capital Holdings Plc |
13D/G
|
5.8%
Reported 13D/G
· 30 Jun 2025
|
$57,791,760
5,306,865 shares
|
$0 | 30 Jun 2025 |
| T. Rowe Price Investment Management, Inc. |
13D/G
|
5.7%
Reported 13D/G
· 30 Sep 2025
|
$62,914,322
5,225,442 shares
|
$0 | 30 Sep 2025 |
| Aldel LLC |
3/4/5
10%+ Owner
|
—
denominator unverified
|
—
1,500,000 shares
|
— | 09 Apr 2021 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$31,588,493
2,346,842 shares
|
— | 30 Sep 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: -$457,303,926.
Buys
$298,170
Insiders: 1
Sells
$457,602,096
Insiders: 4
Net
-$457,303,926
Shares: -34,079,339
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 28,500
Shares: 34,107,839
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 33,637,500 | $0 | $451,623,400 | -$451,623,400 |
| 3-6 | 0 | 13,458 | $0 | $163,227 | -$163,227 |
| 6-9 | 28,500 | 5,531 | $298,170 | $60,896 | +$237,274 |
| 9-12 | 0 | 451,350 | $0 | $5,754,572 | -$5,754,572 |
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
-$457.3M
Full value: -$457,303,925 · USD · 12-month changeLatest report
12 Nov 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 | $210,487,224 | Median | 12 Nov 2026 | ||
| McKeel Hagerty | Chief Executive Officer, Director | $16,066,272 | Mixed | 06 Nov 2026 | ||
| Robert I. Kauffman | Director | $10,101,998 | Median | 06 Nov 2026 | ||
| William H. Swanson | Director | $6,297,621 | Mixed | 01 Apr 2026 | ||
| Patrick McClymont | Chief Financial Officer | $4,028,793 | Mixed | 02 Oct 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 | ||
| Kenneth Ahn | President, Hagerty Marketplace | $2,444,093 | -$5,754,572 | -70% | Median | 06 Nov 2026 |
| 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 | ||
| 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 | ||
| Kevin M. Delaney | Chief Accounting Officer | $989,514 | -$163,227 | -14% | Mixed | 01 Oct 2026 |
| Diana Chafey | Chief Legal Officer | $916,779 | Mixed | 01 Oct 2026 | ||
| Charles John Favour | Chief Underwriting Officer | $858,042 | Mixed | 01 Apr 2024 | ||
| Mika Salmi | Director | $728,085 | Mixed | 01 Apr 2026 | ||
| Sabrina Kay | Director | $728,085 | Mixed | 01 Apr 2026 | ||
| Anthony J. Kuczinski | Director | $718,058 | +$298,170 | +71% | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Markel Group Inc. | HGTY | Class A Common Stock | Conversion of derivative security | 42.9% | 4,693,570 | 15,637,981 | 12 Nov 2026 | Direct | ||
| Markel Group Inc. | HGTY | Class V Common Stock | Conversion of derivative security | -6.99% | -4,693,570 | 62,470,019 | 12 Nov 2026 | Direct | ||
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Sale | -100% | -$21,495,000 | $14.33 | -1,500,000 | 0 | 12 Nov 2026 | Direct |
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Conversion of derivative security | 1,500,000 | 1,500,000 | 12 Nov 2026 | Direct | |||
| Hagerty Holding Corp. | HGTY | Class V Common Stock | Conversion of derivative security | -1.03% | -1,500,000 | 144,414,656 | 12 Nov 2026 | Direct | ||
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Sale | -100% | -$21,495,000 | $14.33 | -1,500,000 | 0 | 12 Nov 2026 | Direct |
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Conversion of derivative security | 1,500,000 | 1,500,000 | 12 Nov 2026 | Direct | |||
| Hagerty Holding Corp. | HGTY | Class V Common Stock | Conversion of derivative security | -1.03% | -1,500,000 | 144,414,656 | 12 Nov 2026 | Direct | ||
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Sale | -100% | -$143,300,000 | $14.33 | -10,000,000 | 0 | 10 Nov 2026 | Direct |
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Conversion of derivative security | 10,000,000 | 10,000,000 | 10 Nov 2026 | Direct | |||
| Hagerty Holding Corp. | HGTY | Class V Common Stock | Conversion of derivative security | -6.41% | -10,000,000 | 145,914,656 | 10 Nov 2026 | Direct | ||
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Sale | -100% | -$143,300,000 | $14.33 | -10,000,000 | 0 | 10 Nov 2026 | Direct |
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Conversion of derivative security | 10,000,000 | 10,000,000 | 10 Nov 2026 | Direct | |||
| Hagerty Holding Corp. | HGTY | Class V Common Stock | Conversion of derivative security | -6.41% | -10,000,000 | 145,914,656 | 10 Nov 2026 | Direct | ||
| McKeel Hagerty | HGTY | Series A Convertible Preferred Stock | Gift | -100% | -530,220 | 2 | 06 Nov 2026 | Held by McKeel O Hagerty Revocable Trust dated September 18, 2003 | ||
| Robert I. Kauffman | HGTY | Class A Common Stock | Gift | -0.41% | -2,750 | 671,347 | 06 Nov 2026 | By Aldel LLC | ||
| Kenneth Ahn | HGTY | Class A Common Stock | Award | 42.8% | 54,467 | 181,582 | 06 Nov 2026 | Direct | ||
| Diana Chafey | HGTY | Class A Common Stock | Award | 1.29% | 979 | 76,911 | 02 Oct 2026 | Direct | ||
| Patrick McClymont | HGTY | Class A Common Stock | Award | 0.35% | 1,192 | 337,986 | 02 Oct 2026 | Direct | ||
| Diana Chafey | HGTY | Class A Common Stock | Tax liability | -1.4% | -1,076 | 75,932 | 01 Oct 2026 | Direct | ||
| Kevin M. Delaney | HGTY | Class A Common Stock | Tax liability | -1.14% | -959 | 83,013 | 01 Oct 2026 | Direct | ||
| Robert I. Kauffman | HGTY | Class A Common Stock | Gift | -9.89% | -74,000 | 674,097 | 24 Sep 2026 | By Aldel LLC | ||
| Markel Group Inc. | HGTY | Class A Common Stock | Conversion of derivative security | 252.1% | 7,836,411 | 10,944,411 | 11 Sep 2026 | Direct | ||
| Markel Group Inc. | HGTY | Class V Common Stock | Conversion of derivative security | -10.4% | -7,836,411 | 67,163,589 | 11 Sep 2026 | Direct | ||
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Sale | -100% | -$15,917,400 | $11.47 | -1,387,500 | 0 | 11 Sep 2026 | Direct |
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Conversion of derivative security | 1,387,500 | 1,387,500 | 11 Sep 2026 | Direct | |||
| Hagerty Holding Corp. | HGTY | Class V Common Stock | Conversion of derivative security | -0.88% | -1,387,500 | 155,914,656 | 11 Sep 2026 | Direct | ||
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Sale | -100% | -$106,116,000 | $11.47 | -9,250,000 | 0 | 09 Sep 2026 | Direct |
| Hagerty Holding Corp. | HGTY | Class A Common Stock | Conversion of derivative security | 9,250,000 | 9,250,000 | 09 Sep 2026 | Direct | |||
| Hagerty Holding Corp. | HGTY | Class V Common Stock | Conversion of derivative security | -5.55% | -9,250,000 | 157,302,156 | 09 Sep 2026 | Direct | ||
| 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 |
* marks a reported price that did not pass the local price check.