Hagerty Ownership | Who Owns Hagerty?
Hagerty Ownership Summary
Hagerty is owned by 91.42% institutional investors, 4.03% insiders, and 4.55% retail investors. State farm mutual automobile insurance is the largest institutional shareholder, holding 51.27% of HGTY shares. Polar Capital Global Ins A Inc is the top mutual fund, with 5.89% of its assets in Hagerty shares.
HGTY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hagerty | 91.42% | 4.03% | 4.55% |
| Sector | Financial Services Stocks | 735.25% | 13.74% | -648.99% |
| Industry | Property & Casualty Insurance Stocks | 68.79% | 16.40% | 14.81% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| State farm mutual automobile insurance | 51.80M | 51.27% | $617.46M |
| Neuberger berman group | 9.53M | 9.43% | $113.58M |
| T. rowe price investment management | 6.09M | 6.03% | $72.58M |
| Polar capital | 6.00M | 5.94% | $71.52M |
| Vanguard group | 3.42M | 3.55% | $45.91M |
| Markel group | 3.11M | 3.08% | $35.90M |
| Vanguard capital management | 1.93M | 1.91% | $22.99M |
| Greenhaven road investment management | 1.87M | 1.85% | $22.24M |
| Pembroke management | 1.70M | 1.69% | $20.30M |
| Lincoln capital | 973.65K | 0.96% | $11.61M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenhaven road investment management | 1.87M | 14.44% | $22.24M |
| Pembroke management | 1.70M | 3.18% | $20.30M |
| Lincoln capital | 973.65K | 2.07% | $11.61M |
| Scholtz & company | 308.40K | 1.84% | $3.68M |
| Corton capital | 24.16K | 0.72% | $290.85K |
| Garner asset management | 172.82K | 0.67% | $2.06M |
| State farm mutual automobile insurance | 51.80M | 0.42% | $617.46M |
| 17 capital partners | 54.77K | 0.29% | $652.80K |
| Markel group | 3.11M | 0.27% | $35.90M |
| Gillson capital lp | 276.95K | 0.19% | $3.30M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 9.53M | 0.08% | 807.14K |
| T. rowe price investment management | 6.09M | 0.05% | 448.50K |
| First trust advisors lp | 335.85K | 0.00% | 335.85K |
| Sixth street partners management company | 213.95K | 0.00% | 213.95K |
| Garner asset management | 172.82K | 0.67% | 172.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Greenhaven road investment management | 1.87M | 14.44% | -504.55K |
| Fenimore asset management | - | - | -498.99K |
| Ubs group | 205.59K | 0.00% | -140.37K |
| Garde capital | - | - | -103.96K |
| Soros fund management | - | - | -102.61K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| First trust advisors lp | 335.85K | 0.00% | 335.85K | $4.00M |
| Sixth street partners management company | 213.95K | 0.00% | 213.95K | $2.55M |
| Garner asset management | 172.82K | 0.67% | 172.82K | $2.06M |
| Oppenheimer | 89.42K | 0.01% | 89.42K | $1.07M |
| Raymond james & associates | 32.50K | 0.00% | 32.50K | $338.00K |
Sold Out
| Holder | Change |
|---|---|
| Sbi securities | -1.00 |
| Dunhill financial | -1.00 |
| Wealthspire advisors | -1.00 |
| Vermillion wealth management | -3.00 |
| Global financial private client | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 131 | 9.17% | 92,369,808 | 1.83% | 91 | 1.13% | 67 | 26.42% | 34 | -8.11% |
| Mar 31, 2026 | 57 | -50.00% | 61,932,252 | -30.97% | 17 | 0.21% | 23 | -54.90% | 17 | -51.43% |
| Dec 31, 2025 | 73 | -25.51% | 76,529,361 | -14.70% | 79 | 0.81% | 34 | -40.35% | 20 | 17.65% |
| Sep 30, 2025 | 96 | 15.66% | 89,696,729 | 18.31% | 98 | 1.42% | 56 | 40.00% | 17 | -26.09% |
| Jun 30, 2025 | 89 | - | 76,066,247 | 2.14% | 83 | 1.23% | 43 | 43.33% | 24 | -14.29% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Polar Capital Global Ins A Inc | 6.00M | 5.89% | - |
| Neuberger Genesis Inv | 5.18M | 5.09% | 337.21K |
| Neuberger Berman Genesis Inv | 3.56M | 3.92% | 57.32K |
| Vanguard Total Stock Mkt Idx Inv | 1.45M | 1.42% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.45M | 1.42% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.45M | 1.42% | - |
| T. Rowe Price Small-Cap Value | 1.43M | 1.41% | -6.09K |
| T. Rowe Price US Small-Cap Core Equity | 1.32M | 1.30% | -1.44K |
| T. Rowe Price Small-Cap Stock | 1.32M | 1.30% | -493.00 |
| Vanguard Small Cap Index | 1.05M | 1.03% | 3.43K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 02, 2026 | DELANEY KEVIN M | Chief Accounting Officer | Sell | $38.13K |
| Jul 01, 2026 | DELANEY KEVIN M | Chief Accounting Officer | Sell | $114.22K |
| Jun 30, 2026 | DELANEY KEVIN M | Chief Accounting Officer | Sell | $10.87K |
| May 15, 2026 | Kuczinski Anthony J | - | Buy | $99.37K |
| Apr 07, 2026 | Harris Laurie | - | Sell | $60.90K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 1 |
| 2026 Q2 | 1 | 2 |
| 2026 Q1 | 2 | 7 |
| 2025 Q4 | - | 16 |
| 2025 Q3 | 1 | 38 |
HGTY Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools