Hagerty, Inc. - HGTY

Sector: Financial · Industry: Insurance Agents, Brokers & Service
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.105B
QoQ value delta ($000)
+$6.399M (+0.58%)
Implied price effect (QoQ)
+0.21%
Shares
Total shares
92,604,740
QoQ shares delta
+346,927 (+0.38%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 4 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 617,456 51,800,000 0.42%
Neuberger Berman Group LLC 113,579 9,528,505 0.08%
T. Rowe Price Investment Management, Inc. 72,581 6,088,981 0.05%
Polar Capital Holdings Plc 71,520 6,000,000 0.17%
MARKEL GROUP INC. 35,897 3,108,000 0.27%
VANGUARD CAPITAL MANAGEMENT LLC 22,987 1,928,492 0.0%
Greenhaven Road Investment Management, L.P. 22,235 1,865,430 14.44%
Pembroke Management, LTD 20,298 1,702,926 3.18%
VANGUARD PORTFOLIO MANAGEMENT LLC 19,671 1,650,329 0.0%
Lincoln Capital LLC 18,208 1,350,809 3.19%
BlackRock, Inc. 8,564 718,484 0.0%
ROYCE & ASSOCIATES LP 6,258 525,000 0.05%
GEODE CAPITAL MANAGEMENT, LLC 5,329 446,889 0.0%
DIMENSIONAL FUND ADVISORS LP 4,465 374,615 0.0%
FIRST TRUST ADVISORS LP 4,003 335,852 0.0%
SCHOLTZ & COMPANY, LLC 3,676 308,405 1.84%
MORGAN STANLEY 3,661 307,146 0.0%
Gillson Capital LP 3,301 276,949 0.19%
STATE STREET CORP 3,151 264,359 0.0%
VANGUARD FIDUCIARY TRUST CO 2,847 238,881 0.0%
BROWN ADVISORY INC 2,598 218,000 0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2,550 213,947 0.0%
Woodline Partners LP 2,537 212,918 0.01%
UBS Group AG 2,450 205,591 0.0%
Garner Asset Management Corp 2,060 172,825 0.67%