Hagerty HGTY Institutional Ownership

NYSE HGTY

$13.44 +0.21 (+1.59%)

As of: Sep 3, 2026 · 3:59 PM EDT

Institutions by Trading Activity

130 Institutions

Increased 68 52.3%

Unchanged 28 21.5%

Reduced 34 26.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

90.79%

▲+1.00 pp QoQ

Shares Held by Institutions

92.42Mn

of 101.80Mn outstanding

▲+1.98% QoQ

Shares Outstanding

101.80Mn

9.37Mn held outside 13F filers

Institutional Investors

130

filed 13F for Jun 2026

▲+13 vs prior quarter

Net Shares Added (QoQ)

+1.80Mn

accumulated since last quarter

Value of Holdings

$1.22Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Hagerty, Inc. (NYSE:HGTY) is held by 130 institutional investors per 13F filings through June 2026.

Collectively, these holders controlled 90.8% of Hagerty's outstanding shares in June 2026, up from 89.8% in March 2026.
Their total shares held in HGTY increased 1.98% quarter over quarter, and separately, investors owning Hagerty increased 47.73% from a year ago.
Activity in HGTY broke down as 68 buyers, 34 sellers, and 28 unchanged among 130 total holders.
In total, institutional investors held 92.42Mn shares in Hagerty as of June 2026, up by 1.8Mn shares quarter on quarter, and up 10.86Mn shares year over year.
As of June 30, 2026, STATE FARM MUTUAL AUTOMOBILE INSURANCE CO held the largest stake in Hagerty with 51.8Mn shares, accounting for 50.89% of total shares outstanding.
The largest buyers of Hagerty for the quarter ending June 2026 were Neuberger Berman Group LLC (807.14K), T. Rowe Price Investment Management, Inc. (448.5K), FIRST TRUST ADVISORS LP (335.85K), Sixth Street Partners Management Company, L.P. (213.95K), Garner Asset Management Corp (172.82K).
Top sellers of HGTY stock for the quarter ending June 2026 included Greenhaven Road Investment Management, L.P. (504.55K), UBS Group AG (140.37K), RENAISSANCE TECHNOLOGIES LLC (84.4K), Woodline Partners LP (47.63K), Connor, Clark & Lunn Investment Management Ltd. (46.91K).
Per Business Quant data, the top 10 holders of Hagerty for the quarter ending June 2026 are STATE FARM MUTUAL AUTOMOBILE INSURANCE CO (51.8Mn), Neuberger Berman Group LLC (9.53Mn), T. Rowe Price Investment Management, Inc. (6.09Mn), Polar Capital Holdings Plc (6.0Mn), Markel Group Inc. (3.11Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.93Mn), Greenhaven Road Investment Management, L.P. (1.87Mn), Pembroke Management, LTD (1.7Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (1.65Mn), Lincoln Capital LLC (973.65K).

Form 13F Holdings

130 Institutional Holders

Report period 30 Jun, 2026

Total shares held 92.42Mn

Of outstanding 90.79%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0000315032	51,800,000	50.89%	0	0.00%	$617.46Mn
2	Neuberger Berman Group LLC	0001465109	9,528,505	9.36%	▲807,137	+9.25%	$113.58Mn
3	T. Rowe Price Investment Management, Inc.	0001897612	6,088,981	5.98%	▲448,501	+7.95%	$72.58K
4	Polar Capital Holdings Plc	0001837309	6,000,000	5.89%	0	0.00%	$71.52Mn
5	Markel Group Inc.	0001096343	3,108,000	3.05%	0	0.00%	$35.90Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,928,492	1.89%	▲60,919	+3.26%	$22.99Mn
7	Greenhaven Road Investment Management, L.P.	0001741129	1,865,430	1.83%	▼504,548	-21.29%	$22.24Mn
8	Pembroke Management, LTD	0001063497	1,702,926	1.67%	▼35,080	-2.02%	$20.30Mn
9	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	1,650,329	1.62%	▲19,358	+1.19%	$19.67Mn
10	Lincoln Capital LLC	0001633862	973,651	0.96%	▲22,999	+2.42%	$11.61Mn
11	BlackRock, Inc.	0002012383	718,484	0.71%	▲28,391	+4.11%	$8.56Mn
12	ROYCE & ASSOCIATES LP	0000906304	525,000	0.52%	0	0.00%	$6.26Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	446,889	0.44%	▲28,082	+6.71%	$5.33Mn
14	DIMENSIONAL FUND ADVISORS LP	0000354204	374,615	0.37%	▲103,269	+38.06%	$4.47Mn
15	FIRST TRUST ADVISORS LP	0001125816	335,852	0.33%	▲335,852	0.00%	$4.00Mn
16	SCHOLTZ & COMPANY, LLC	0001606134	308,405	0.30%	▼17,100	-5.25%	$3.68Mn
17	Morgan Stanley	0000895421	307,146	0.30%	▲9,994	+3.36%	$3.66Mn
18	Gillson Capital LP	0001698055	276,949	0.27%	▲74,937	+37.10%	$3.30K
19	State Street Corp	0000093751	264,359	0.26%	▲30,571	+13.08%	$3.15Mn
20	VANGUARD FIDUCIARY TRUST CO	0000933478	238,881	0.23%	▲4,063	+1.73%	$2.85Mn

Showing 1 to 20 of 130 holders