Hagerty Ownership | Who Owns Hagerty?

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Hagerty Ownership Summary

Hagerty is owned by 83.87% institutional investors, 7.01% insiders, and 9.12% retail investors. State farm mutual automobile insurance is the largest institutional shareholder, holding 57.11% of HGTY shares. Polar Capital Global Ins A Inc is the top mutual fund, with 5.94% of its assets in Hagerty shares.

HGTY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Hagerty	83.87%	7.01%	9.12%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Property & Casualty Insurance Stocks	69.44%	14.18%	16.38%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
State farm mutual automobile insurance	51.80M	57.11%	$623.67M
Neuberger berman group	8.05M	8.87%	$96.90M
Polar capital	5.32M	5.86%	$53.78M
Vanguard group	3.46M	3.81%	$41.61M
Markel group	3.11M	3.43%	$37.45M
Greenhaven road investment management	2.66M	2.94%	$32.08M
Pembroke management	2.26M	2.49%	$27.22M
Lincoln capital	787.39K	0.87%	$9.44M
Blackrock funding, inc. /de	648.29K	0.71%	$7.81M
Royce & associates lp	525.00K	0.58%	$6.32M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenhaven road investment management	2.66M	4.98%	$32.08M
Pembroke management	2.26M	2.70%	$27.22M
Lincoln capital	787.39K	1.77%	$9.44M
Scholtz & company	325.06K	1.72%	$3.91M
Garner asset management	281.82K	1.37%	$3.39M
State farm mutual automobile insurance	51.80M	0.52%	$623.67M
17 capital partners	55.00K	0.32%	$556.05K
Corton capital	27.01K	0.32%	$273.04K
Markel group	3.11M	0.30%	$37.45M
Polar capital	5.32M	0.28%	$53.78M

Top Buyers

Holder	Shares	% Assets	Change
Neuberger berman group	8.05M	0.07%	2.49M
Pembroke management	2.26M	2.70%	1.27M
Greenhaven road investment management	2.66M	4.98%	853.25K
Vanguard group	3.46M	0.00%	843.43K
Fmr	500.47K	0.00%	500.45K

Top Sellers

Holder	Shares	% Assets	Change
Fenimore asset management	-	-	-498.99K
Garde capital	-	-	-103.96K
Morgan stanley	51.13K	-	-90.23K
Millennium management	42.85K	0.00%	-69.78K
Redmond asset management	-	-	-59.95K

New Positions

Holder	Shares	% Assets	Change	Value
Oxford financial group	170.00K	0.12%	170.00K	$2.05M
Td asset management	87.86K	0.00%	87.86K	$1.06B
T. rowe price investment management	54.38K	0.00%	54.38K	$550.00K
Raymond james & associates	32.50K	0.00%	32.50K	$338.00K
Corton capital	27.01K	0.32%	27.01K	$273.04K

Sold Out

Holder	Change
Farther finance advisors	-1.00
Sbi securities	-1.00
Global financial private client	-4.00
Coldstream capital management	-56.00
Sierra ocean	-122.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	89	-	76,066,247	2.14%	83	1.23%	43	43.33%	24	-14.29%
Mar 31, 2025	89	-2.20%	75,811,872	0.85%	84	1.20%	31	-32.61%	29	11.54%
Dec 31, 2024	59	-26.25%	68,791,975	-6.91%	76	1.13%	32	-25.58%	13	-27.78%
Sep 30, 2024	79	6.76%	73,800,820	3.86%	82	1.20%	44	29.41%	18	-
Jun 30, 2024	73	-2.67%	70,697,413	1.46%	83	1.23%	34	3.03%	17	-5.56%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Polar Capital Global Ins A Inc	5.40M	5.94%	83.88K
Neuberger Berman Genesis Inv	3.56M	3.92%	57.32K
Vanguard Total Stock Mkt Idx Inv	967.88K	1.06%	-21.47K
Vanguard Small Cap Index	770.35K	0.85%	-5.13K
Royce Value Trust Inc	485.70K	0.54%	-
Royce Small-Cap Trust	485.70K	0.54%	-
FAM Small Cap Investor	441.20K	0.49%	-288.05K
Vanguard Small Cap Growth Index Inv	425.44K	0.47%	-4.16K
BrighthouseII Neuberger Bermn Genesis A	305.87K	0.34%	5.76K
Neuberger Berman US Sm Cap USD Instl Acc	295.32K	0.32%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 27, 2025	KAUFFMAN ROBERT I	-	Sell	$169.80K
Oct 24, 2025	KAUFFMAN ROBERT I	-	Sell	$164.40K
Oct 22, 2025	KAUFFMAN ROBERT I	-	Sell	$106.15K
Oct 23, 2025	KAUFFMAN ROBERT I	-	Sell	$166.80K
Oct 20, 2025	KAUFFMAN ROBERT I	-	Sell	$92.80K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	15
2025 Q3	1	38
2025 Q2	2	44
2025 Q1	2	60
2024 Q4	-	64

HGTY Ownership FAQ

Who Owns Hagerty?

Hagerty shareholders are primarily institutional investors at 83.87%, followed by 7.01% insiders and 9.12% retail investors. The average institutional ownership in Hagerty's industry, Property & Casualty Insurance Stocks, is 69.44%, which Hagerty exceeds.

Who owns the most shares of Hagerty?

Hagerty’s largest shareholders are State farm mutual automobile insurance (51.8M shares, 57.11%), Neuberger berman group (8.05M shares, 8.87%), and Polar capital (5.32M shares, 5.86%). Together, they hold 71.85% of Hagerty’s total shares outstanding.

Does Blackrock own Hagerty?

BlackRock is not among the top 10 institutional shareholders of Hagerty.

Who is Hagerty’s biggest shareholder by percentage of total assets invested?

Greenhaven road investment management is Hagerty’s biggest shareholder by percentage of total assets invested, with 4.98% of its assets in 2.66M Hagerty shares, valued at 32.08M$.

Who is the top mutual fund holder of Hagerty shares?

Polar Capital Global Ins A Inc is the top mutual fund holder of Hagerty shares, with 5.94% of its total shares outstanding invested in 5.4M Hagerty shares.

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