Hagerty, Inc. (HGTY) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

55,799,253Shares held by institutions

$585,892,157Value of institutional holdings

89.93%Institutional ownership %

8.90%Shares Changed QoQ

88No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

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

They owned 26.2% of outstanding stock in December 2025, down from 26.6% the prior quarter.
They decreased total shares held in Hagerty by -1.18% from the prior quarter, while the number of investors in HGTY increased 23.08% year over year.
Of these 112 holders, 52 added to their stakes in Hagerty, 33 trimmed positions, and 27 made no changes.
The aggregate institutional position in Hagerty amounted to 90.84Mn shares as of December 2025, down by 1.08Mn shares quarter on quarter, and up 15.32Mn shares year over year.
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO leads ownership in HGTY with 51.8Mn shares as of December 31, 2025, equal to 14.92% of outstanding shares.
The largest buyers of Hagerty for the quarter ending December 2025 were T. Rowe Price Investment Management, Inc. (1.08Mn), Neuberger Berman Group LLC (221.83K), BROWN ADVISORY INC (109.0K), Morgan Stanley (101.55K), DIMENSIONAL FUND ADVISORS LP (60.7K).
The largest sales of HGTY for the quarter ending December 2025 came from Greenhaven Road Investment Management, L.P. (2.71Mn), FMR LLC (152.7K), CONFLUENCE INVESTMENT MANAGEMENT LLC (55.62K), Polar Capital Holdings Plc (50.0K), VANGUARD GROUP INC (40.43K).
Per Business Quant data, the top 10 holders of Hagerty for the quarter ending December 2025 are STATE FARM MUTUAL AUTOMOBILE INSURANCE CO (51.8Mn), Neuberger Berman Group LLC (8.27Mn), T. Rowe Price Investment Management, Inc. (6.3Mn), Polar Capital Holdings Plc (5.77Mn), 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).

113 Institutional Holders

55,799,253 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	23,636	3.65%	$0.00
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	31 Dec, 2025	0	0.00%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	1,082,418	20.75%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	21,642	100.00%	$0.00
Neuberger Berman Group LLC	31 Dec, 2025	221,834	2.76%	$0.00
Polar Capital Holdings Plc	31 Dec, 2025	-50,000	-0.86%	$0.00
Barclays Plc	31 Dec, 2025	-31,679	-55.57%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-40,432	-1.17%	$0.00
Greenhaven Road Investment Management, L.P.	31 Dec, 2025	-2,712,914	-50.90%	$0.00
Painted Porch Advisors LLC	31 Dec, 2025	0	0.00%	$0.00
Markel Group Inc.	31 Dec, 2025	0	0.00%	$0.00
Lincoln Capital LLC	31 Dec, 2025	25,471	3.23%	$0.00
Pembroke Management, LTD	31 Dec, 2025	-34,242	-1.51%	$0.00
SCHOLTZ & COMPANY, LLC	31 Dec, 2025	-1,750	-0.54%	$0.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	0	0.00%	$0.00
Woodline Partners LP	31 Dec, 2025	-24,785	-8.94%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	-3,942	-0.98%	$0.00
Gillson Capital LP	31 Dec, 2025	27,012	15.44%	$0.00
FMR LLC	31 Dec, 2025	-152,700	-30.51%	$0.00
UBS Group AG	31 Dec, 2025	-23,555	-10.90%	$0.00

1 - 20 of 113

Research Tools