Hagerty Ownership | Who Owns Hagerty?

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Hagerty Ownership Summary

Hagerty is owned by 17.85% institutional investors, 6.16% insiders, and 75.99% retail investors. State farm mutual automobile insurance is the largest institutional shareholder, holding 14.93% 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	17.85%	6.16%	75.99%
Sector	Financial Services Stocks	746.79%	13.83%	-660.62%
Industry	Property & Casualty Insurance Stocks	41.96%	19.64%	38.40%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
State farm mutual automobile insurance	51.80M	14.93%	$545.45M
Vanguard group	3.42M	3.55%	$45.91M
Neuberger berman group	8.72M	2.51%	$91.84M
Polar capital	6.00M	1.73%	$63.18M
T. rowe price investment management	5.64M	1.63%	$59.40M
Lincoln capital	973.65K	0.96%	$11.61M
Markel group	3.11M	0.90%	$32.73M
Greenhaven road investment management	2.37M	0.68%	$24.96M
Blackrock	456.36K	0.54%	$4.75M
Pembroke management	1.74M	0.50%	$18.30M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenhaven road investment management	2.37M	17.17%	$24.96M
Pembroke management	1.74M	2.65%	$18.30M
Lincoln capital	973.65K	2.07%	$11.61M
Scholtz & company	325.50K	1.75%	$3.43M
Corton capital	24.16K	0.72%	$290.85K
State farm mutual automobile insurance	51.80M	0.43%	$545.45M
17 capital partners	54.77K	0.30%	$576.67K
Markel group	3.11M	0.27%	$32.73M
Polar capital	6.00M	0.22%	$63.18M
Yorktown management & research	20.10K	0.18%	$211.65K

Top Buyers

Holder	Shares	% Assets	Change
T. rowe price investment management	5.64M	0.04%	483.58K
Neuberger berman group	8.72M	0.07%	451.75K
Vanguard fiduciary trust	234.82K	0.00%	234.82K
Polar capital	6.00M	0.22%	232.58K
Ubs group	345.96K	0.00%	153.33K

Top Sellers

Holder	Shares	% Assets	Change
Fenimore asset management	-	-	-498.99K
Pembroke management	1.74M	2.65%	-488.95K
Fmr	19.00	-	-347.75K
Garner asset management	-	-	-281.82K
Greenhaven road investment management	2.37M	17.17%	-246.68K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	234.82K	0.00%	234.82K	$2.47M
Jt stratford	38.11K	0.05%	38.11K	$401.32K
Bank of montreal /can/	33.33K	0.00%	33.33K	$350.99K
Raymond james & associates	32.50K	0.00%	32.50K	$338.00K
American century companies	30.91K	0.00%	30.91K	$325.52K

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 %
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%
Mar 31, 2025	89	-2.20%	75,811,872	0.85%	84	1.20%	31	-32.61%	29	11.54%

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%	-
T. Rowe Price Small-Cap Value	1.43M	1.41%	-6.09K
T. Rowe Price US Small-Cap Core Equity	1.32M	1.31%	150.83K
T. Rowe Price Small-Cap Stock	1.32M	1.30%	-493.00
Vanguard Small Cap Index	1.05M	1.03%	8.18K
T. Rowe Price U.S. SC Value Eq Tr-D	930.91K	0.91%	-5.61K
T. Rowe Price Instl Small-Cap Stock	692.51K	0.68%	-

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

Who Owns Hagerty?

Hagerty shareholders are primarily institutional investors at 17.85%, followed by 6.16% insiders and 75.99% retail investors. The average institutional ownership in Hagerty's industry, Property & Casualty Insurance Stocks, is 41.96%, which Hagerty falls below.

Who owns the most shares of Hagerty?

Hagerty’s largest shareholders are State farm mutual automobile insurance (51.8M shares, 14.93%), Vanguard group (3.42M shares, 3.55%), and Neuberger berman group (8.72M shares, 2.51%). Together, they hold 20.99% 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 17.17% of its assets in 2.37M Hagerty shares, valued at 24.96M$.

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 5.89% of its total shares outstanding invested in 6M Hagerty shares.

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