Hagerty, Inc. - HGTY

Sector: Financial · Industry: Insurance Agents, Brokers & Service
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$1.152B
QoQ value delta ($000)
+$142M (+14.06%)
Implied price effect (QoQ)
+11.63%
Shares
Total shares
85,744,422
QoQ shares delta
+1,825,714 (+2.18%)
Total shares held by funds (by quarter)

Market chart (HGTY)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 696,192 51,800,000 0.55%
Neuberger Berman Group LLC 111,143 8,269,620 0.08%
Polar Capital Holdings Plc 77,514 5,767,416 0.3%
T. Rowe Price Investment Management, Inc. 69,309 5,156,899 0.04%
VANGUARD GROUP INC 45,907 3,415,742 0.0%
MARKEL GROUP INC. 41,771 3,108,000 0.33%
Greenhaven Road Investment Management, L.P. 35,167 2,616,654 5.92%
Pembroke Management, LTD 29,930 2,226,961 3.09%
Lincoln Capital LLC 10,924 812,858 1.98%
BlackRock, Inc. 9,030 671,924 0.0%
ROYCE & ASSOCIATES LP 7,056 525,000 0.07%
GEODE CAPITAL MANAGEMENT, LLC 5,353 398,144 0.0%
FMR LLC 4,674 347,773 0.0%
MORGAN STANLEY 4,473 332,819 0.0%
SCHOLTZ & COMPANY, LLC 4,345 323,315 1.89%
Woodline Partners LP 3,394 252,530 0.01%
STATE STREET CORP 3,101 230,786 0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,900 215,830 0.0%
Gillson Capital LP 2,715 202,012 0.18%
CONFLUENCE INVESTMENT MANAGEMENT LLC 2,646 196,920 0.04%
UBS Group AG 2,588 192,631 0.0%
DIMENSIONAL FUND ADVISORS LP 2,438 181,448 0.0%
OXFORD FINANCIAL GROUP, LTD. LLC 2,284 170,000 0.13%
Connor, Clark & Lunn Investment Management Ltd. 1,965 146,228 0.01%
RAYMOND JAMES FINANCIAL INC 1,611 119,885 0.0%