Hagerty Ownership | Who Owns Hagerty?

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Hagerty Ownership Summary

Hagerty is owned by 79.58% institutional investors, 6.28% insiders, and 14.14% retail investors. State farm mutual automobile insurance is the largest institutional shareholder, holding 53.86% 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	79.58%	6.28%	14.14%
Sector	Financial Services Stocks	32.03%	15.42%	52.55%
Industry	Property & Casualty Insurance Stocks	43.33%	15.38%	41.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
State farm mutual automobile insurance	51.80M	53.86%	$696.19M
Neuberger berman group	8.05M	8.87%	$96.90M
Polar capital	5.82M	6.41%	$70.04M
T. rowe price investment management	5.22M	5.75%	$62.80M
Vanguard group	3.42M	3.55%	$45.91M
Markel group	3.11M	3.23%	$41.77M
Greenhaven road investment management	2.66M	2.94%	$32.08M
Pembroke management	2.23M	2.32%	$29.93M
Lincoln capital	812.86K	0.85%	$10.92M
Blackrock funding, inc. /de	671.92K	0.70%	$9.03M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Greenhaven road investment management	2.66M	4.98%	$32.08M
Pembroke management	2.23M	3.09%	$29.93M
Lincoln capital	812.86K	1.98%	$10.92M
Scholtz & company	323.31K	1.89%	$4.35M
Corton capital	24.16K	0.72%	$290.85K
State farm mutual automobile insurance	51.80M	0.55%	$696.19M
17 capital partners	55.00K	0.36%	$662.20K
Polar capital	5.82M	0.34%	$70.04M
Markel group	3.11M	0.33%	$41.77M
Yorktown management & research	20.10K	0.22%	$270.14K

Top Buyers

Holder	Shares	% Assets	Change
T. rowe price investment management	5.22M	0.04%	5.16M
Neuberger berman group	8.05M	0.07%	2.49M
Greenhaven road investment management	2.66M	4.98%	853.25K
Fmr	500.47K	0.00%	500.45K
Polar capital	5.82M	0.34%	498.39K

Top Sellers

Holder	Shares	% Assets	Change
Fenimore asset management	-	-	-498.99K
Garner asset management	-	-	-281.82K
Garde capital	-	-	-103.96K
Soros fund management	-	-	-102.61K
Millennium management	42.85K	0.00%	-69.78K

New Positions

Holder	Shares	% Assets	Change	Value
Woodline partners lp	277.31K	0.02%	277.31K	$3.34M
Gillson capital lp	175.00K	0.18%	175.00K	$2.11M
Oxford financial group	170.00K	0.12%	170.00K	$2.05M
Palisade capital management, lp	62.06K	0.02%	62.06K	$747.24K
Raymond james & associates	32.50K	0.00%	32.50K	$338.00K

Sold Out

Holder	Change
Wealthspire advisors	-1.00
Sbi securities	-1.00
Global financial private client	-4.00
Coldstream capital management	-56.00
Sierra ocean	-122.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	59	-26.25%	68,791,975	-6.91%	76	1.13%	32	-25.58%	13	-27.78%

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
Jan 26, 2026	Ahn Kenneth	President, Hagerty Marketplace	Sell	$620.50K
Jan 20, 2026	Ahn Kenneth	President, Hagerty Marketplace	Sell	$627.50K
Jan 09, 2026	Ahn Kenneth	President, Hagerty Marketplace	Sell	$17.89K
Jan 12, 2026	Ahn Kenneth	President, Hagerty Marketplace	Sell	$643.00K
Jan 07, 2026	Ahn Kenneth	President, Hagerty Marketplace	Sell	$317.15K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	7
2025 Q4	-	16
2025 Q3	1	38
2025 Q2	2	44
2025 Q1	2	60

HGTY Ownership FAQ

Who Owns Hagerty?

Hagerty shareholders are primarily institutional investors at 79.58%, followed by 6.28% insiders and 14.14% retail investors. The average institutional ownership in Hagerty's industry, Property & Casualty Insurance Stocks, is 43.33%, which Hagerty exceeds.

Who owns the most shares of Hagerty?

Hagerty’s largest shareholders are State farm mutual automobile insurance (51.8M shares, 53.86%), Neuberger berman group (8.05M shares, 8.87%), and Polar capital (5.82M shares, 6.41%). Together, they hold 69.15% of Hagerty’s total shares outstanding.

Does Blackrock own Hagerty?

BlackRock is not among the top 10 institutional shareholders of Hagerty.

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 4.98% of its assets in 2.66M Hagerty shares, valued at 32.08M$.

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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