Hagerty, Inc. (NYSE:HGTY) is held by 112 institutional investors per 13F filings through December 2025.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 31 Mar, 2026 | 51,800,000 | 0 | 0.00% | $545,454,000.00 |
| Neuberger Berman Group LLC | 31 Mar, 2026 | 8,721,368 | 451,748 | 5.46% | $91,836,005.00 |
| Polar Capital Holdings Plc | 31 Mar, 2026 | 6,000,000 | 232,584 | 4.03% | $63,180,000.00 |
| T. Rowe Price Investment Management, Inc. | 31 Mar, 2026 | 5,640,480 | -657,733 | -10.44% | $59,395.00 |
| Markel Group Inc. | 31 Mar, 2026 | 3,108,000 | 0 | 0.00% | $32,727,240.00 |
| Greenhaven Road Investment Management, L.P. | 31 Mar, 2026 | 2,369,978 | -246,676 | -9.43% | $24,955,868.00 |
| VANGUARD CAPITAL MANAGEMENT LLC | 31 Mar, 2026 | 1,867,573 | 1,867,573 | 0.00% | $19,665,544.00 |
| Pembroke Management, LTD | 31 Mar, 2026 | 1,738,006 | -488,955 | -21.96% | $18,301,203.00 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 31 Mar, 2026 | 1,630,971 | 1,630,971 | 0.00% | $17,174,125.00 |
| Lincoln Capital LLC | 31 Mar, 2026 | 950,652 | 137,794 | 16.95% | $10,008,468.00 |
| BlackRock, Inc. | 31 Mar, 2026 | 690,093 | 18,169 | 2.70% | $7,266,679.00 |
| ROYCE & ASSOCIATES LP | 31 Mar, 2026 | 525,000 | 0 | 0.00% | $5,528,250.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 31 Mar, 2026 | 418,807 | 20,663 | 5.19% | $4,412,288.00 |
| UBS Group AG | 31 Mar, 2026 | 345,958 | 153,327 | 79.60% | $3,642,938.00 |
| SCHOLTZ & COMPANY, LLC | 31 Mar, 2026 | 325,505 | 2,190 | 0.68% | $3,427,568.00 |
| Morgan Stanley | 31 Mar, 2026 | 297,152 | -35,667 | -10.72% | $3,129,012.00 |
| DIMENSIONAL FUND ADVISORS LP | 31 Mar, 2026 | 271,346 | 89,898 | 49.54% | $2,857,146.00 |
| Woodline Partners LP | 31 Mar, 2026 | 260,544 | 8,014 | 3.17% | $2,743,528.00 |
| VANGUARD FIDUCIARY TRUST CO | 31 Mar, 2026 | 234,818 | 234,818 | 0.00% | $2,472,634.00 |
| State Street Corp | 31 Mar, 2026 | 233,788 | 3,002 | 1.30% | $2,461,788.00 |