Hagerty Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 02/11/2026 | 51.80 M | $696.19 M | 0.00% | 53.86% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 8.27 M | $111.14 M | 2.76% | 8.60% |
| POLAR CAPITAL HOLDINGS PLC | 02/17/2026 | 5.77 M | $77.51 M | -0.86% | 6.00% |
| VANGUARD GROUP INC | 01/29/2026 | 3.42 M | $45.91 M | -1.17% | 3.55% |
| MARKEL GROUP INC. | 02/06/2026 | 3.11 M | $41.77 M | 0.00% | 3.23% |
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 02/13/2026 | 2.62 M | $35.17 M | -1.81% | 2.72% |
| PEMBROKE MANAGEMENT, LTD | 02/12/2026 | 2.23 M | $29.93 M | -1.51% | 2.32% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 5.16 M | $69.31 M | -1.13% | 1.34% |
| LINCOLN CAPITAL LLC | 01/08/2026 | 812.86 K | $10.92 M | 3.23% | 0.85% |
| BLACKROCK, INC. | 02/12/2026 | 671.92 K | $9.03 M | 3.65% | 0.70% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 525.00 K | $7.06 M | 0.00% | 0.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 398.14 K | $5.35 M | -0.98% | 0.41% |
| FMR LLC | 02/17/2026 | 347.77 K | $4.67 M | -30.51% | 0.36% |
| MORGAN STANLEY | 02/13/2026 | 332.82 K | $4.47 M | 43.91% | 0.35% |
| SCHOLTZ & COMPANY, LLC | 02/11/2026 | 323.32 K | $4.35 M | -0.54% | 0.34% |
| WOODLINE PARTNERS LP | 02/17/2026 | 252.53 K | $3.39 M | -8.94% | 0.26% |
| STATE STREET CORP | 02/13/2026 | 230.79 K | $3.10 M | 15.20% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 215.83 K | $2.90 M | -0.11% | 0.22% |
| GILLSON CAPITAL LP | 02/17/2026 | 202.01 K | $2.72 M | 15.44% | 0.21% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/05/2026 | 196.92 K | $2.65 M | -22.02% | 0.20% |
| UBS GROUP AG | 01/29/2026 | 192.63 K | $2.59 M | -10.90% | 0.20% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 181.45 K | $2.44 M | 50.27% | 0.19% |
| OXFORD FINANCIAL GROUP LTD | 02/13/2026 | 170.00 K | $2.28 M | 0.00% | 0.18% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2026 | 146.23 K | $1.97 M | -8.96% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 119.89 K | $1.61 M | 4.63% | 0.12% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 115.28 K | $1.55 M | 2.56% | 0.12% |
| LPL FINANCIAL LLC | 02/11/2026 | 115.04 K | $1.55 M | 2.97% | 0.12% |
| BROWN ADVISORY INC | 02/13/2026 | 109.00 K | $1.46 M | 100.00% | 0.11% |
| NORTHERN TRUST CORP | 02/17/2026 | 104.02 K | $1.40 M | -1.06% | 0.11% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 02/05/2026 | 103.30 K | $1.39 M | 0.00% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 92.69 K | $1.25 M | 34.25% | 0.10% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 87.97 K | $1.18 M | -25.43% | 0.09% |
| TD ASSET MANAGEMENT INC | 02/10/2026 | 87.86 K | $1.18 M | 0.00% | 0.09% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 80.38 K | $1.08 M | 0.13% | 0.08% |
| SWISS NATIONAL BANK | 02/12/2026 | 79.26 K | $1.07 M | 3.39% | 0.08% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 79.20 K | $1.06 M | -16.72% | 0.08% |
| PALISADE CAPITAL MANAGEMENT, LP | 02/17/2026 | 56.27 K | $756.28 K | -9.33% | 0.06% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 56.04 K | $753.11 K | 203.22% | 0.06% |
| 17 CAPITAL PARTNERS, LLC | 02/13/2026 | 55.00 K | $739.20 K | 0.00% | 0.06% |
| VIDENT ADVISORY, LLC | 02/18/2026 | 54.93 K | $738.27 K | -8.35% | 0.06% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 45.22 K | $607.70 K | 0.00% | 0.05% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 38.52 K | $517.72 K | 74.67% | 0.04% |
| CITADEL ADVISORS LLC | 02/17/2026 | 38.31 K | $514.86 K | 100.00% | 0.04% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/17/2026 | 33.41 K | $448.98 K | 0.00% | 0.03% |
| JANE STREET GROUP, LLC | 02/12/2026 | 30.17 K | $405.46 K | 100.00% | 0.03% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 02/13/2026 | 29.10 K | $391.10 K | -0.05% | 0.03% |
| ROYAL BANK OF CANADA | 02/17/2026 | 27.84 K | $374.00 K | -16.52% | 0.03% |
| CANADA PENSION PLAN INVESTMENT BOARD | 02/17/2026 | 27.10 K | $364.22 K | 100.00% | 0.03% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/17/2026 | 26.72 K | $359.09 K | 106.96% | 0.03% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 26.27 K | $353.06 K | 100.00% | 0.03% |
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Hagerty Inc institutional Ownership - FAQ's
During the previous two years, 132 institutional investors and hedge funds held shares of Hagerty Inc. The most heavily invested institutionals were:
MARKEL GROUP INC.: 3.11 M
Lincoln Capital LLC: 950,652
UBS Group AG: 345,958
CONFLUENCE INVESTMENT MANAGEMENT LLC: 140,841
E. Ohman J:or Asset Management AB: 45,637
Bank of New York Mellon Corp: 39,730
93.29% of Hagerty Inc stock is owned by institutional investors.
Institutional investors have bought a total of 90.53 M shares in the last 24 months. This purchase volume represents approximately $900.77 M in transactions.