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 | 08/12/2026 | 51.80 M | $617.46 M | 0.00% | 51.08% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 9.53 M | $113.58 M | 9.25% | 9.40% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 6.09 M | $72.58 M | 7.95% | 6.00% |
| POLAR CAPITAL HOLDINGS PLC | 08/14/2026 | 6.00 M | $71.52 M | 0.00% | 5.92% |
| MARKEL GROUP INC. | 07/31/2026 | 3.11 M | $35.90 M | 0.00% | 3.06% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.93 M | $22.99 M | 3.26% | 1.90% |
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 08/14/2026 | 1.87 M | $22.24 M | -21.29% | 1.84% |
| PEMBROKE MANAGEMENT, LTD | 08/13/2026 | 1.70 M | $20.30 M | -2.02% | 1.68% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 1.65 M | $19.67 M | 1.19% | 1.63% |
| LINCOLN CAPITAL LLC | 07/07/2026 | 973.65 K | $11.61 M | 2.42% | 0.96% |
| BLACKROCK, INC. | 08/07/2026 | 718.48 K | $8.56 M | 4.11% | 0.71% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 525.00 K | $6.26 M | 0.00% | 0.52% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 446.89 K | $5.33 M | 6.71% | 0.44% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 374.62 K | $4.47 M | 38.06% | 0.37% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 335.85 K | $4.00 M | 100.00% | 0.33% |
| SCHOLTZ & COMPANY, LLC | 08/11/2026 | 308.41 K | $3.68 M | -5.25% | 0.30% |
| MORGAN STANLEY | 08/13/2026 | 307.15 K | $3.66 M | 3.36% | 0.30% |
| GILLSON CAPITAL LP | 08/14/2026 | 276.95 K | $3.30 M | 37.10% | 0.27% |
| STATE STREET CORP | 08/07/2026 | 264.36 K | $3.15 M | 13.08% | 0.26% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 238.88 K | $2.85 M | 1.73% | 0.24% |
| BROWN ADVISORY INC | 08/14/2026 | 218.00 K | $2.60 M | 100.00% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 213.95 K | $2.55 M | -1.64% | 0.21% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 213.95 K | $2.55 M | 100.00% | 0.21% |
| WOODLINE PARTNERS LP | 08/14/2026 | 212.92 K | $2.54 M | -18.28% | 0.21% |
| UBS GROUP AG | 08/13/2026 | 205.59 K | $2.45 M | -40.57% | 0.20% |
| GARNER ASSET MANAGEMENT CORP | 08/07/2026 | 172.83 K | $2.06 M | 100.00% | 0.17% |
| OXFORD FINANCIAL GROUP LTD | 08/11/2026 | 170.00 K | $2.03 M | 0.00% | 0.17% |
| LPL FINANCIAL LLC | 08/07/2026 | 152.50 K | $1.82 M | 7.97% | 0.15% |
| NATIONAL PHILANTHROPIC TRUST | 08/14/2026 | 150.00 K | $1.79 M | 0.00% | 0.15% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 136.32 K | $1.62 M | 8.22% | 0.13% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2026 | 132.06 K | $1.57 M | -6.24% | 0.13% |
| PALISADE CAPITAL MANAGEMENT, LP | 08/14/2026 | 118.66 K | $1.41 M | 7.25% | 0.12% |
| NORTHERN TRUST CORP | 08/13/2026 | 109.72 K | $1.31 M | 4.08% | 0.11% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 08/12/2026 | 103.30 K | $1.23 M | 0.00% | 0.10% |
| TD ASSET MANAGEMENT INC | 08/04/2026 | 100.18 K | $1.19 M | 0.00% | 0.10% |
| OPPENHEIMER & CO INC | 08/03/2026 | 89.42 K | $1.07 M | 100.00% | 0.09% |
| SWISS NATIONAL BANK | 08/11/2026 | 81.06 K | $966.24 K | 2.27% | 0.08% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 73.27 K | $873.36 K | -53.53% | 0.07% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 71.61 K | $853.59 K | -21.81% | 0.07% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 69.13 K | $823.99 K | -40.43% | 0.07% |
| BRISTLECONE VALUE PARTNERS, LLC | 08/14/2026 | 60.09 K | $716.31 K | 0.00% | 0.06% |
| 17 CAPITAL PARTNERS, LLC | 08/06/2026 | 54.77 K | $652.80 K | 0.00% | 0.05% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/24/2026 | 54.66 K | $651.57 K | 63.63% | 0.05% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 51.91 K | $618.76 K | 54.64% | 0.05% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 51.16 K | $609.85 K | -20.96% | 0.05% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 48.13 K | $573.70 K | -44.39% | 0.05% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 46.37 K | $552.67 K | 49.98% | 0.05% |
| BANK OF MONTREAL /CAN/ | 08/12/2026 | 46.33 K | $552.28 K | 39.00% | 0.05% |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 07/10/2026 | 46.11 K | $549.58 K | 1.03% | 0.05% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 43.87 K | $522.91 K | -2.98% | 0.04% |
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Hagerty Inc institutional Ownership - FAQ's
During the previous two years, 153 institutional investors and hedge funds held shares of Hagerty Inc. The most heavily invested institutionals were:
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO: 51.8 M
Neuberger Berman Group LLC: 9.53 M
T. Rowe Price Investment Management, Inc.: 6.09 M
Polar Capital Holdings Plc: 6 M
MARKEL GROUP INC.: 3.11 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.93 M
91.13% of Hagerty Inc stock is owned by institutional investors.
Institutional investors have bought a total of 96.53 M shares in the last 24 months. This purchase volume represents approximately $960.49 M in transactions.