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	67.79%	14.88%	17.33%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
State farm mutual automobile insurance	51.80M	57.11%	$523.70M
Polar capital	5.32M	5.86%	$53.78M
Neuberger berman group	4.73M	5.27%	$45.60M
Markel group	3.11M	3.43%	$31.42M
Vanguard group	2.66M	2.97%	$25.70M
Pembroke management	2.26M	2.49%	$27.22M
Greenhaven road investment management	1.81M	2.00%	$18.31M
Lincoln capital	607.31K	0.67%	$6.14M
Royce & associates lp	525.00K	0.58%	$5.31M
Blackrock	456.36K	0.54%	$4.75M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenhaven road investment management	1.81M	6.27%	$18.31M
Pembroke management	2.26M	2.70%	$27.22M
Lincoln capital	607.31K	1.18%	$6.14M
Scholtz & company	240.29K	1.07%	$2.43M
State farm mutual automobile insurance	51.80M	0.46%	$523.70M
17 capital partners	55.00K	0.32%	$556.05K
Corton capital	27.01K	0.32%	$273.04K
Polar capital	5.32M	0.28%	$53.78M
Markel group	3.11M	0.27%	$31.42M
Meixler investment management	29.30K	0.20%	$296.17K

Top Buyers

Holder	Shares	% Assets	Change
Pembroke management	2.26M	2.70%	1.27M
Neuberger berman group	4.73M	0.04%	483.32K
Greenhaven road investment management	1.81M	6.27%	451.03K
Polar capital	5.32M	0.28%	319.03K
Scholtz & company	240.29K	1.07%	240.29K

Top Sellers

Holder	Shares	% Assets	Change
Fenimore asset management	-	-	-498.99K
Garner asset management	-	-	-321.82K
Vanguard group	2.66M	0.00%	-202.03K
Garde capital	-	-	-103.96K
Morgan stanley	51.13K	-	-90.23K

New Positions

Holder	Shares	% Assets	Change	Value
Scholtz & company	240.29K	1.07%	240.29K	$2.43M
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
Bank of new york mellon	18.83K	-	18.83K	$181.68K

Sold Out

Holder	Change
Farther finance advisors	-1.00
Global financial private client	-4.00
Coldstream capital management	-56.00
Princeton global asset management	-150.00
Centerpoint advisors	-175.00

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 67.79%, 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%), Polar capital (5.32M shares, 5.86%), and Neuberger berman group (4.73M shares, 5.27%). Together, they hold 68.25% of Hagerty’s total shares outstanding.

Does Blackrock own Hagerty?

Yes, BlackRock owns 0.54% of Hagerty, totaling 456.36K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 4.75M$. In the last quarter, BlackRock decreased its holdings by -1.474K shares, a -0.32% change.

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 6.27% of its assets in 1.81M Hagerty shares, valued at 18.31M$.

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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