Hagerty, Inc. (HGTY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

172,227,273Shares Outstanding

55,948,393Shares held by institutions

$674,737,620Value of institutional holdings

44.70%Institutional ownership %

0.71%Shares Changed QoQ

81No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 81 institutions have reported a stake in Hagerty, Inc. (NYSE:HGTY) as of December 2025, according to recent 13F filings with the SEC.

Hagerty saw its institutional ownership percentage fell to 44.7% in December 2025 from 52.1% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 0.71%, with a year-over-year a decrease of 10.99% in the count of filers.
Of these 81 institutional investors, 38 increased their holdings in Hagerty, while 21 of them reduced positions, and 22 investors maintained their exposure.
Collectively, institutional investors increased their stake in Hagerty to 76.98Mn shares as of December 2025, a change that is up by 542.83K shares quarter on quarter and up 1.78Mn shares year over year.
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO's holding of 51.80Mn shares as of December 31, 2025 makes it the primary institutional investor in Hagerty, owning 30.08% of the stock.
Among the most significant buyers of Hagerty during December 2025 were Neuberger Berman Group LLC (221.83K), BROWN ADVISORY INC (109.00K), MORGAN STANLEY (101.55K), DIMENSIONAL FUND ADVISORS LP (60.70K), Bristlecone Value Partners, LLC (57.97K).
Leading sellers of Hagerty stock in December 2025 included CONFLUENCE INVESTMENT MANAGEMENT LLC (55.62K), Greenhaven Road Investment Management, L.P. (48.13K), VANGUARD GROUP INC (40.43K), Pembroke Management, LTD (34.24K), RENAISSANCE TECHNOLOGIES LLC (30.00K).
The top 10 institutional holders of Hagerty for the quarter ending December 2025 included STATE FARM MUTUAL AUTOMOBILE INSURANCE CO (51.80Mn), Neuberger Berman Group LLC (8.27Mn), VANGUARD GROUP INC (3.42Mn), MARKEL GROUP INC. (3.11Mn), Greenhaven Road Investment Management, L.P. (2.62Mn), Pembroke Management, LTD (2.23Mn), Lincoln Capital LLC (812.86K), BlackRock, Inc. (671.92K), ROYCE & ASSOCIATES LP (525.00K), GEODE CAPITAL MANAGEMENT, LLC (398.14K).

81 Institutional Holders

55,948,393 Total Shares Held

Rows:

Download Data

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
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
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
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
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
CONFLUENCE INVESTMENT MANAGEMENT LLC	31 Dec, 2025	196,920	-55,615	-22.02%	$2,646,605.00
UBS Group AG	31 Dec, 2025	192,631	-23,555	-10.90%	$2,588,961.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	181,448	60,701	50.27%	$2,438,585.00
OXFORD FINANCIAL GROUP, LTD. LLC	31 Dec, 2025	170,000	0	0.00%	$2,284,800.00
Connor, Clark & Lunn Investment Management Ltd.	31 Dec, 2025	146,228	-14,388	-8.96%	$1,965,304.00
LPL Financial LLC	31 Dec, 2025	115,039	3,321	2.97%	$1,546,124.00

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