Hagerty, Inc. (HGTY) Institutional Ownership

Institutions by Trading Activity

347,240,000Shares Outstanding

90,936,588Shares held by institutions

$980,296,419Value of institutional holdings

26.19%Institutional ownership %

-1.15%Shares Changed QoQ

113No. of institutional investors

Hagerty, Inc. (NYSE:HGTY) is held by 112 institutional investors per 13F filings through December 2025.

These investors held 26.2% of outstanding shares in December 2025, down from 26.6% in September 2025.
They decreased total shares held in HGTY by -1.18% quarter over quarter, and investors in Hagerty increased 23.08% from a year ago.
During the quarter, 52 of these 112 funds increased positions in HGTY, 33 reduced exposure, and 27 held steady.
Altogether, these fund groups held 90.84Mn shares in HGTY by December 2025, down by 1.08Mn shares quarter on quarter, and up 15.32Mn shares year over year.
CONFLUENCE INVESTMENT MANAGEMENT LLC holds the largest position in HGTY at 140.84K shares as of December 31, 2025, or 0.04% of shares outstanding.
The biggest sellers of Hagerty for the quarter ending December 2025 included CONFLUENCE INVESTMENT MANAGEMENT LLC (56.08K).
Hagerty's 1 largest shareholders as of December 2025 include CONFLUENCE INVESTMENT MANAGEMENT LLC (140.84K) per Business Quant data.

90,936,588 Total Shares Held

Rows:

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
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	6,298,213	1,082,418	20.75%	$84,649.00
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	-2,712,914	-50.90%	$35,167,830.00
Pembroke Management, LTD	31 Dec, 2025	2,226,961	-34,242	-1.51%	$29,930,356.00
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

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