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. Neuberger Genesis Inv is the top mutual fund, with 5.52% 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 | 493.55% | 13.79% | -407.34% |
| Industry | Property & Casualty Insurance Stocks | 71.03% | 15.95% | 13.02% |
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 | 3.06% | $41.83M |
| Vanguard capital management | 1.93M | 1.91% | $22.99M |
| Greenhaven road investment management | 1.87M | 1.85% | $22.24M |
| Pembroke management | 1.76M | 1.73% | $23.63M |
| Lincoln capital | 1.35M | 1.33% | $18.21M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Greenhaven road investment management | 1.87M | 14.44% | $22.24M |
| Lincoln capital | 1.35M | 3.19% | $18.21M |
| Pembroke management | 1.76M | 2.92% | $23.63M |
| Scholtz & company | 308.40K | 1.84% | $3.68M |
| Garner asset management | 172.82K | 0.91% | $2.76M |
| Corton capital | 24.16K | 0.72% | $290.85K |
| State farm mutual automobile insurance | 51.80M | 0.42% | $617.46M |
| Markel group | 3.11M | 0.33% | $41.83M |
| 17 capital partners | 54.77K | 0.29% | $652.80K |
| 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 |
| Lincoln capital | 1.35M | 3.19% | 377.16K |
| First trust advisors lp | 335.85K | 0.00% | 335.85K |
| Sixth street partners management company | 213.95K | 0.00% | 213.95K |
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 |
| Raymond james & associates | 32.50K | 0.00% | 32.50K | $338.00K |
| Citadel investment advisory | 16.30K | 0.10% | 16.30K | $219.00K |
| Waverly advisors | 15.04K | 0.00% | 15.04K | $179.34K |
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 |
|---|---|---|---|
| Neuberger Genesis Inv | 6.14M | 5.52% | 964.67K |
| Polar Capital Global Ins A Inc | 6.00M | 5.39% | - |
| Neuberger Berman Genesis Inv | 3.56M | 3.92% | 57.32K |
| T. Rowe Price Small-Cap Stock | 1.84M | 1.65% | 515.61K |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.77M | 1.57% | 322.20K |
| Vanguard Total Stock Mkt Idx Inv | 1.45M | 1.42% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.45M | 1.42% | - |
| T. Rowe Price US Small-Cap Core Equity | 1.32M | 1.30% | -1.44K |
| T. Rowe Price Small-Cap Value | 1.39M | 1.25% | - |
| Vanguard Small Cap Index | 1.25M | 1.13% | 199.93K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 11, 2026 | Hagerty Holding Corp. | - | Sell | $15.92M |
| Jul 02, 2026 | DELANEY KEVIN M | Chief Accounting Officer | Sell | $38.13K |
| Jun 30, 2026 | DELANEY KEVIN M | Chief Accounting Officer | Sell | $10.87K |
| Jul 01, 2026 | DELANEY KEVIN M | Chief Accounting Officer | Sell | $114.22K |
| May 15, 2026 | Kuczinski Anthony J | - | Buy | $99.37K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | - | 3 |
| 2026 Q2 | 1 | 2 |
| 2026 Q1 | 2 | 7 |
| 2025 Q4 | - | 16 |
| 2025 Q3 | 1 | 38 |
HGTY Ownership FAQ
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