Who owns Hagerty, Inc.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of HGTY from SEC Form 13F filings across 126 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 126 institutions disclosed 92.2M shares of Hagerty, Inc. worth $1.10B — about 90.9% of shares outstanding; the largest disclosed holder is STATE FARM MUTUAL AUTOMOBILE INSURANCE CO. Source: SEC Form 13F filings, parsed by EvidInvest.
126
13F holders
$1.10B
value, 2026 filers
90.9%
of shares outstanding (92.2M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of HGTY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 51.8M | $617.5M | 0.4% | 51.1% | 0.0% |
| 2 | NEUBERGER BERMAN GROUP LLC | 9.5M | $113.6M | 0.1% | 9.4% | +9.3% |
| 3 | T. Rowe Price Investment Management, Inc. | 6.1M | $72.6M | 0.0% | 6% | +8.0% |
| 4 | Polar Capital Holdings Plc | 6.0M | $71.5M | 0.2% | 5.9% | 0.0% |
| 5 | Markel Group Inc. | 3.1M | $35.9M | 0.3% | 3.1% | 0.0% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.9M | $23.0M | 0.0% | 1.9% | +3.3% |
| 7 | Greenhaven Road Investment Management, L.P. | 1.9M | $22.2M | 14.4% | 1.8% | -21.3% |
| 8 | Pembroke Management, LTD | 1.7M | $20.3M | 3.2% | 1.7% | -2.0% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.7M | $19.7M | 0.0% | 1.6% | +1.2% |
| 10 | Lincoln Capital LLC | 973,651 | $11.6M | 2.1% | 1% | +2.4% |
| 11 | BlackRock, Inc. | 718,484 | $8.6M | 0.0% | 0.7% | +4.1% |
| 12 | ROYCE & ASSOCIATES LP | 525,000 | $6.3M | 0.1% | 0.5% | 0.0% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 446,889 | $5.3M | 0.0% | 0.4% | +6.7% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 374,615 | $4.5M | 0.0% | 0.4% | +38.1% |
| 15 | FIRST TRUST ADVISORS LPNEW | 335,852 | $4.0M | 0.0% | 0.3% | new |
| 16 | SCHOLTZ & COMPANY, LLC | 308,405 | $3.7M | 1.8% | 0.3% | -5.3% |
| 17 | MORGAN STANLEY | 307,146 | $3.7M | 0.0% | 0.3% | +3.4% |
| 18 | Gillson Capital LP | 276,949 | $3.3M | 0.2% | 0.3% | +37.1% |
| 19 | STATE STREET CORP | 264,359 | $3.2M | 0.0% | 0.3% | +13.1% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 238,881 | $2.8M | 0.0% | 0.2% | +1.7% |
| 21 | BROWN ADVISORY INC | 218,000 | $2.6M | 0.0% | 0.2% | +100.0% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 213,947 | $2.6M | 0.0% | 0.2% | -1.6% |
| 23 | Woodline Partners LP | 212,918 | $2.5M | 0.0% | 0.2% | -18.3% |
| 24 | UBS Group AG | 205,591 | $2.5M | 0.0% | 0.2% | -40.6% |
| 25 | Garner Asset Management CorpNEW | 172,825 | $2.1M | 0.7% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.