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 5.51% 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
Fenimore asset management	950.52K	1.06%	$9.17M
Royce & associates lp	525.00K	0.59%	$5.07M
Lincoln capital	494.50K	0.55%	$4.77M

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
Fenimore asset management	950.52K	0.19%	$9.17M
Gabelli & co investment advisers	103.30K	0.17%	$996.85K

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
Greenhaven road investment management	1.24M	1.91%	-272.28K
Vanguard group	2.66M	0.00%	-202.03K
Morgan stanley	51.13K	-	-90.23K
Millennium management	42.85K	0.00%	-69.78K
Redmond asset management	-	-	-59.95K

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
Centerpoint advisors	-175.00
Tower research capital llc (trc)	-200.00
Macquarie group	-533.00
Visionpoint advisory group	-896.00

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	5.00M	5.51%	-
Neuberger Berman Genesis Inv	3.50M	3.88%	445.09K
Vanguard Total Stock Mkt Idx Inv	989.36K	1.09%	-
Vanguard Small Cap Index	786.85K	0.87%	930.00
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	439.29K	0.48%	-333.00
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
Jun 27, 2025	KAUFFMAN ROBERT I	-	Sell	$75.21K
Jun 25, 2025	KAUFFMAN ROBERT I	-	Sell	$126.73K
Jun 26, 2025	KAUFFMAN ROBERT I	-	Sell	$199.02K
Jun 23, 2025	KAUFFMAN ROBERT I	-	Sell	$117.33K
Jun 20, 2025	KAUFFMAN ROBERT I	-	Sell	$76.08K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	2	43
2025 Q1	2	60
2024 Q4	-	64
2024 Q3	-	64
2024 Q2	-	46

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?

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 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 5.51% of its total shares outstanding invested in 5M Hagerty shares.

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