The institutional landscape for Hagerty, Inc. (NYSE:HGTY) includes 109 filers as of the latest reporting cycle ending December 2025.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 31 Dec, 2025 | 51,800,000 | 0 | 0.00% | $696,192,000.00 |
| Neuberger Berman Group LLC | 31 Dec, 2025 | 8,269,620 | 221,834 | 2.76% | $111,143,692.00 |
| Polar Capital Holdings Plc | 31 Dec, 2025 | 5,767,416 | -50,000 | -0.86% | $77,514,071.00 |
| VANGUARD GROUP INC | 31 Dec, 2025 | 3,415,742 | -40,432 | -1.17% | $45,907,573.00 |
| MARKEL GROUP INC. | 31 Dec, 2025 | 3,108,000 | 0 | 0.00% | $41,771,520.00 |
| Greenhaven Road Investment Management, L.P. | 31 Dec, 2025 | 2,616,654 | -48,130 | -1.81% | $35,167,830.00 |
| Pembroke Management, LTD | 31 Dec, 2025 | 2,226,961 | -34,242 | -1.51% | $29,930,356.00 |
| T. Rowe Price Investment Management, Inc. | 31 Dec, 2025 | 1,141,314 | -4,074,481 | -78.12% | $15,340.00 |
| Lincoln Capital LLC | 31 Dec, 2025 | 812,858 | 25,471 | 3.23% | $10,924,811.00 |
| BlackRock, Inc. | 31 Dec, 2025 | 671,924 | 23,636 | 3.65% | $9,030,659.00 |
| ROYCE & ASSOCIATES LP | 31 Dec, 2025 | 525,000 | 0 | 0.00% | $7,056,000.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 31 Dec, 2025 | 398,144 | -3,942 | -0.98% | $5,353,772.00 |
| FMR LLC | 31 Dec, 2025 | 347,773 | -152,700 | -30.51% | $4,674,069.00 |
| MORGAN STANLEY | 31 Dec, 2025 | 332,819 | 101,552 | 43.91% | $4,473,086.00 |
| SCHOLTZ & COMPANY, LLC | 31 Dec, 2025 | 323,315 | -1,750 | -0.54% | $4,345,354.00 |
| Woodline Partners LP | 31 Dec, 2025 | 252,530 | -24,785 | -8.94% | $3,394,003.00 |
| STATE STREET CORP | 31 Dec, 2025 | 230,786 | 30,457 | 15.20% | $3,101,764.00 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 31 Dec, 2025 | 215,830 | -247 | -0.11% | $2,900,755.00 |
| Gillson Capital LP | 31 Dec, 2025 | 202,012 | 27,012 | 15.44% | $2,715.00 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 31 Dec, 2025 | 196,920 | -55,615 | -22.02% | $2,646,605.00 |