Hagerty, Inc. (HGTY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

347,240,000Shares Outstanding
90,722,886Shares held by institutions
$948,054,159Value of institutional holdings
26.13%Institutional ownership %
3.73%Shares Changed QoQ
115No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Hagerty, Inc. (NYSE:HGTY) appears in 112 institutional 13F filings for the quarter ending December 2025.

214 Institutional Holders

90,722,886 Total Shares Held
Download Data
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
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 31 Mar, 2026 51,800,000 0 0.00% $696,192,000.00
Neuberger Berman Group LLC 31 Mar, 2026 8,721,368 451,748 5.46% $91,836,005.00
Neuberger Berman Group LLC 31 Mar, 2026 8,269,620 221,834 2.76% $111,143,692.00
T. Rowe Price Investment Management, Inc. 31 Mar, 2026 6,298,213 1,082,418 20.75% $84,649.00
Polar Capital Holdings Plc 31 Mar, 2026 6,000,000 232,584 4.03% $63,180,000.00
Polar Capital Holdings Plc 31 Mar, 2026 5,767,416 -50,000 -0.86% $77,514,071.00
T. Rowe Price Investment Management, Inc. 31 Mar, 2026 5,640,480 -657,733 -10.44% $59,395.00
VANGUARD GROUP INC 31 Mar, 2026 3,415,742 -40,432 -1.17% $45,907,573.00
Markel Group Inc. 31 Mar, 2026 3,108,000 0 0.00% $32,727,240.00
Markel Group Inc. 31 Mar, 2026 3,108,000 0 0.00% $41,771,520.00
Greenhaven Road Investment Management, L.P. 31 Mar, 2026 2,616,654 -2,712,914 -50.90% $35,167,830.00
Greenhaven Road Investment Management, L.P. 31 Mar, 2026 2,369,978 -246,676 -9.43% $24,955,868.00
Pembroke Management, LTD 31 Mar, 2026 2,226,961 -34,242 -1.51% $29,930,356.00
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
Lincoln Capital LLC 31 Mar, 2026 812,858 25,471 3.23% $10,924,811.00
BlackRock, Inc. 31 Mar, 2026 690,093 18,169 2.70% $7,266,679.00