Hagerty Ownership | Who Owns Hagerty?

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Hagerty Ownership Summary

Hagerty is owned by 84.19% institutional investors, 7.11% insiders, and 8.70% retail investors. State farm mutual automobile insurance is the largest institutional shareholder, holding 57.75% of HGTY shares. Polar Capital Global Ins A Inc is the top mutual fund, with 5.86% of its assets in Hagerty shares.

HGTY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Hagerty	84.19%	7.11%	8.70%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Property & Casualty Insurance Stocks	46.71%	12.82%	40.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
State farm mutual automobile insurance	51.80M	57.75%	$499.87M
Polar capital	5.00M	5.91%	$52.00M
Neuberger berman group	4.73M	5.27%	$45.60M
Markel group	3.11M	3.47%	$29.99M
Vanguard group	2.66M	2.97%	$25.70M
Greenhaven road investment management	1.24M	1.38%	$11.93M
Pembroke management	953.43K	1.06%	$9.20M
Royce & associates lp	525.00K	0.59%	$5.07M
Lincoln capital	494.50K	0.55%	$4.77M
Blackrock	456.36K	0.54%	$4.75M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenhaven road investment management	1.24M	1.91%	$11.93M
Pembroke management	953.43K	1.15%	$9.20M
Lincoln capital	494.50K	1.00%	$4.77M
State farm mutual automobile insurance	51.80M	0.46%	$499.87M
17 capital partners	55.00K	0.34%	$530.75K
Polar capital	5.00M	0.31%	$52.00M
Markel group	3.11M	0.26%	$29.99M
Meixler investment management	28.48K	0.20%	$274.78K
Gabelli & co investment advisers	103.30K	0.17%	$996.85K
Caz investments lp	10.00K	0.14%	$97.00K

Top Buyers

Holder	Shares	% Assets	Change
Pembroke management	953.43K	1.15%	953.43K
Neuberger berman group	4.73M	0.04%	483.32K
Markel group	3.11M	0.26%	108.00K
Gabelli & co investment advisers	103.30K	0.17%	103.30K
Raymond james financial	91.07K	0.00%	91.07K

Top Sellers

Holder	Shares	% Assets	Change
Fenimore asset management	-	-	-498.99K
Greenhaven road investment management	1.24M	1.91%	-272.28K
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
Pembroke management	953.43K	1.15%	953.43K	$9.20M
Raymond james financial	91.07K	0.00%	91.07K	$878.80K
Epoch investment partners	56.68K	0.00%	56.68K	$546.99K
Raymond james & associates	32.50K	0.00%	32.50K	$338.00K
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
Princeton global asset management	-150.00
Centerpoint advisors	-175.00
Tower research capital llc (trc)	-200.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	75	-	69,679,031	0.65%	82	1.23%	33	-17.50%	18	5.88%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Polar Capital Global Ins A Inc	5.32M	5.86%	116.06K
Neuberger Berman Genesis Inv	3.56M	3.92%	57.32K
Vanguard Total Stock Mkt Idx Inv	989.36K	1.09%	-
Vanguard Small Cap Index	775.48K	0.85%	-14.31K
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	429.60K	0.47%	-9.10K
Vanguard Institutional Extnd Mkt Idx Tr	344.12K	0.38%	-
BrighthouseII Neuberger Bermn Genesis A	300.11K	0.33%	29.31K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 28, 2025	KAUFFMAN ROBERT I	-	Sell	$43.40K
Jul 25, 2025	KAUFFMAN ROBERT I	-	Sell	$266.32K
Jul 22, 2025	KAUFFMAN ROBERT I	-	Sell	$324.75K
Jul 23, 2025	KAUFFMAN ROBERT I	-	Sell	$411.60K
Jul 24, 2025	KAUFFMAN ROBERT I	-	Sell	$1.16M

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	19
2025 Q2	2	44
2025 Q1	2	60
2024 Q4	-	64
2024 Q3	-	64

HGTY Ownership FAQ

Who Owns Hagerty?

Hagerty shareholders are primarily institutional investors at 84.19%, followed by 7.11% insiders and 8.70% retail investors. The average institutional ownership in Hagerty's industry, Property & Casualty Insurance Stocks, is 46.71%, which Hagerty exceeds.

Who owns the most shares of Hagerty?

Hagerty’s largest shareholders are State farm mutual automobile insurance (51.8M shares, 57.75%), Polar capital (5M shares, 5.91%), and Neuberger berman group (4.73M shares, 5.27%). Together, they hold 68.93% 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 1.91% of its assets in 1.24M Hagerty shares, valued at 11.93M$.

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 5.86% of its total shares outstanding invested in 5.32M Hagerty shares.

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