HGTY · NYSE · Insurance - Property & Casualty

Hagerty (HGTY)

Collector-vehicle insurance, membership, and services for automotive enthusiasts.

$13.55
After hours+0.01 (+0.07%)
At close$13.54(−0.37%)

13F · 13D/G · Form 4

Institutions≈ 26.90%92.42M shares
132 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders0.81%2.80M shares
18 holders · as of Jul 6, 2026
Strategic holders45.78%157.30M shares
1 holder · as of Sep 11, 2026
Other≈ 26.51%91.10M shares
remainder

343.62M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

This company has 2 share classes; every stake here is a share of the whole company.

13F · 13D/G · Form 4

HolderStakeSharesDate
Hagerty Holding Corp.Strategic10 percent owner
45.78%155.91M V · 1.39M Afiled Sep 11, 2026
State Farm Mutual Automobile Insurance CoInstitution
15.07%51.80M Aas of Jun 30, 2026
Neuberger Berman Group LLCInstitution
2.77%9.53M Aas of Jun 30, 2026
T. Rowe Price Investment Management, Inc.Institution
1.77%6.09M Aas of Jun 30, 2026
Polar Capital Holdings PLCInstitution
1.75%6.00M Aas of Jun 30, 2026
Markel Group Inc.Institution
0.90%3.11M Aas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
0.56%1.93M Aas of Jun 30, 2026
Greenhaven Road Investment Management, L.P.Institution
0.54%1.87M Aas of Jun 30, 2026
Pembroke Management, LtdInstitution
0.50%1.70M Aas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
0.48%1.65M Aas of Jun 30, 2026
McKeel HagertyInsiderdirector, officer: Chief Executive Officer
0.30%1.04M Afiled Apr 3, 2026
Lincoln Capital LLCInstitution
0.28%973,651 Aas of Jun 30, 2026
BlackRock, Inc.Institution
0.21%718,484 Aas of Jun 30, 2026
Royce & Associates LPInstitution
0.15%525,000 Aas of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.13%446,889 Aas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
0.11%374,615 Aas of Jun 30, 2026
Patrick McClymontInsiderofficer: Chief Financial Officer
0.10%336,794 Afiled Apr 3, 2026
First Trust Advisors LPInstitution
0.10%335,852 Aas of Jun 30, 2026
Scholtz & Company, LLCInstitution
0.09%308,405 Aas of Jun 30, 2026
Morgan StanleyInstitution
0.09%307,146 Aas of Jun 30, 2026
Gillson Capital LPInstitution
0.08%276,949 Aas of Jun 30, 2026
Collette ChampagneInsiderofficer: CHRO and CAO
0.08%270,207 Afiled Apr 3, 2026
State Street CorpInstitution
0.08%264,359 Aas of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.07%238,881 Aas of Jun 30, 2026
Brown Advisory IncInstitution
0.06%218,000 Aas of Jun 30, 2026

13F, as of Jun 30, 2026

132 holders · 92.42M shares · 23 new positions · 68 increased · 34 reduced · 11 closed

HolderShares% of companyChg q/qFiled
State Farm Mutual Automobile Insurance Co51.80M15.07%0Aug 12, 2026
Neuberger Berman Group LLC9.53M2.77%+807.1KAug 13, 2026
T. Rowe Price Investment Management, Inc.6.09M1.77%+448.5KAug 14, 2026
Polar Capital Holdings PLC6.00M1.75%0Aug 14, 2026
Markel Group Inc.3.11M0.90%0Jul 31, 2026
Vanguard Capital Management LLC1.93M0.56%+60.9KAug 13, 2026
Greenhaven Road Investment Management, L.P.1.87M0.54%−504.5KAug 14, 2026
Pembroke Management, Ltd1.70M0.50%−35.1KAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Hagerty Holding Corp.56.50%155.91M13DSep 11, 2026
State Farm Mutual Automobile Insurance Company53.50%56.04M13DNov 6, 2025
Markel Group Inc.42.00%79.38M13DSep 14, 2026
Polar Capital Holdings Plc5.85%5.31M13GSep 4, 2025
T. Rowe Price Investment Management, Inc.5.70%5.23M13GNov 14, 2025
Neuberger Berman Group LLC5.30%4.73M13GFeb 4, 2025

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 11, 2026
Hagerty Holding Corp.10 percent owner
Sale1,387,500$11.470
Jul 2, 2026
Kevin M. Delaneyofficer: Chief Accounting Officer
Sale3,113$12.2583,972
Jul 1, 2026
Kevin M. Delaneyofficer: Chief Accounting Officer
Sale9,440$12.1089,610
Jun 30, 2026
Kevin M. Delaneyofficer: Chief Accounting Officer
Sale905$12.0199,050
May 15, 2026
Anthony J. Kuczinskidirector
Purchase9,500$10.4668,648
Apr 7, 2026
Laurie Harrisdirector
Sale5,531$11.0136,689
Mar 12, 2026
Anthony J. Kuczinskidirector
Purchase4,000$9.5047,277
Mar 3, 2026
Anthony J. Kuczinskidirector
Purchase15,000$10.7243,277
Jan 26, 2026
Kenneth Ahnofficer: President, Hagerty Marketplace
Sale50,000$12.410
Jan 20, 2026
Kenneth Ahnofficer: President, Hagerty Marketplace
Sale50,000$12.550

House and Senate disclosures

Not reported.