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


TypeName% Inst% Insiders% Retail
StockHagerty84.19%7.11%8.70%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryProperty & Casualty Insurance Stocks46.71%12.82%40.47%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
State farm mutual automobile insurance51.80M57.75%$499.87M
Polar capital5.00M5.91%$52.00M
Neuberger berman group4.73M5.27%$45.60M
Markel group3.11M3.47%$29.99M
Vanguard group2.66M2.97%$25.70M
Greenhaven road investment management1.24M1.38%$11.93M
Pembroke management953.43K1.06%$9.20M
Royce & associates lp525.00K0.59%$5.07M
Lincoln capital494.50K0.55%$4.77M
Blackrock456.36K0.54%$4.75M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Greenhaven road investment management1.24M1.91%$11.93M
Pembroke management953.43K1.15%$9.20M
Lincoln capital494.50K1.00%$4.77M
State farm mutual automobile insurance51.80M0.46%$499.87M
17 capital partners55.00K0.34%$530.75K
Polar capital5.00M0.31%$52.00M
Markel group3.11M0.26%$29.99M
Meixler investment management28.48K0.20%$274.78K
Gabelli & co investment advisers103.30K0.17%$996.85K
Caz investments lp10.00K0.14%$97.00K

Top Buyers

HolderShares% AssetsChange
Pembroke management953.43K1.15%953.43K
Neuberger berman group4.73M0.04%483.32K
Markel group3.11M0.26%108.00K
Gabelli & co investment advisers103.30K0.17%103.30K
Raymond james financial91.07K0.00%91.07K

Top Sellers

HolderShares% AssetsChange
Fenimore asset management---498.99K
Garner asset management---321.82K
Greenhaven road investment management1.24M1.91%-272.28K
Vanguard group2.66M0.00%-202.03K
Garde capital---103.96K

New Positions

HolderShares% AssetsChangeValue
Pembroke management953.43K1.15%953.43K$9.20M
Raymond james financial91.07K0.00%91.07K$878.80K
Epoch investment partners56.68K0.00%56.68K$546.99K
Raymond james & associates32.50K0.00%32.50K$338.00K
Bank of new york mellon18.83K-18.83K$181.68K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 202589-2.20%75,811,8720.85%841.20%31-32.61%2911.54%
Dec 31, 202459-26.25%68,791,975-6.91%761.13%32-25.58%13-27.78%
Sep 30, 2024796.76%73,800,8203.86%821.20%4429.41%18-
Jun 30, 202473-2.67%70,697,4131.46%831.23%343.03%17-5.56%
Mar 31, 202475-69,679,0310.65%821.23%33-17.50%185.88%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Polar Capital Global Ins A Inc5.32M5.86%116.06K
Neuberger Berman Genesis Inv3.56M3.92%57.32K
Vanguard Total Stock Mkt Idx Inv989.36K1.09%-
Vanguard Small Cap Index775.48K0.85%-14.31K
Royce Value Trust Inc485.70K0.54%-
Royce Small-Cap Trust485.70K0.54%-
FAM Small Cap Investor441.20K0.49%-288.05K
Vanguard Small Cap Growth Index Inv429.60K0.47%-9.10K
Vanguard Institutional Extnd Mkt Idx Tr344.12K0.38%-
BrighthouseII Neuberger Bermn Genesis A305.87K0.34%5.76K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 11, 2025KAUFFMAN ROBERT I-Sell$12.98M
Aug 13, 2025KAUFFMAN ROBERT I-Sell$1.95M
Aug 07, 2025Hagerty Holding Corp.-Sell$73.54M
Jul 25, 2025KAUFFMAN ROBERT I-Sell$266.32K
Jul 28, 2025KAUFFMAN ROBERT I-Sell$43.40K

Insider Transactions Trends


DateBuySell
2025 Q3-22
2025 Q2244
2025 Q1260
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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