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 | 05/13/2026 | 51.80 M | $545.45 M | 0.00% | 14.93% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 8.72 M | $91.84 M | 5.46% | 2.51% |
| POLAR CAPITAL HOLDINGS PLC | 05/15/2026 | 6.00 M | $63.18 M | 4.03% | 1.73% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 5.64 M | $59.40 M | 9.38% | 1.63% |
| MARKEL GROUP INC. | 05/01/2026 | 3.11 M | $32.73 M | 0.00% | 0.90% |
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 05/15/2026 | 2.37 M | $24.96 M | -9.43% | 0.68% |
| 05/15/2026 | 1.87 M | $19.67 M | 100.00% | 0.54% | |
| PEMBROKE MANAGEMENT, LTD | 05/14/2026 | 1.74 M | $18.30 M | -21.96% | 0.50% |
| 05/08/2026 | 1.63 M | $17.17 M | 100.00% | 0.47% | |
| LINCOLN CAPITAL LLC | 05/01/2026 | 950.65 K | $10.01 M | 16.95% | 0.27% |
| BLACKROCK, INC. | 05/13/2026 | 690.09 K | $7.27 M | 2.70% | 0.20% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 525.00 K | $5.53 M | 0.00% | 0.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 418.81 K | $4.41 M | 5.19% | 0.12% |
| UBS GROUP AG | 05/05/2026 | 345.96 K | $3.64 M | 79.60% | 0.10% |
| SCHOLTZ & COMPANY, LLC | 05/15/2026 | 325.51 K | $3.43 M | 0.68% | 0.09% |
| MORGAN STANLEY | 05/15/2026 | 297.15 K | $3.13 M | -10.72% | 0.09% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 271.35 K | $2.86 M | 49.54% | 0.08% |
| WOODLINE PARTNERS LP | 05/15/2026 | 260.54 K | $2.74 M | 3.17% | 0.08% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 234.82 K | $2.47 M | 100.00% | 0.07% |
| STATE STREET CORP | 05/15/2026 | 233.79 K | $2.46 M | 1.30% | 0.07% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 217.52 K | $2.29 M | 0.78% | 0.06% |
| GILLSON CAPITAL LP | 05/15/2026 | 202.01 K | $2.13 M | 0.00% | 0.06% |
| OXFORD FINANCIAL GROUP LTD | 05/06/2026 | 170.00 K | $1.79 M | 0.00% | 0.05% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 157.67 K | $1.66 M | 79.23% | 0.05% |
| 05/15/2026 | 150.00 K | $1.58 M | 0.00% | 0.04% | |
| LPL FINANCIAL LLC | 05/06/2026 | 141.25 K | $1.49 M | 22.78% | 0.04% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 04/01/2026 | 140.84 K | $1.48 M | -28.48% | 0.04% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 125.97 K | $1.33 M | 5.07% | 0.04% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/11/2026 | 116.03 K | $1.22 M | -20.65% | 0.03% |
| PALISADE CAPITAL MANAGEMENT, LP | 05/15/2026 | 110.64 K | $1.16 M | 96.61% | 0.03% |
| BROWN ADVISORY INC | 05/15/2026 | 109.00 K | $1.15 M | 0.00% | 0.03% |
| NORTHERN TRUST CORP | 05/14/2026 | 105.42 K | $1.11 M | 1.34% | 0.03% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 05/14/2026 | 103.30 K | $1.09 M | 0.00% | 0.03% |
| TD ASSET MANAGEMENT INC | 05/11/2026 | 100.18 K | $1.05 M | 14.03% | 0.03% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 91.58 K | $964.36 K | -1.19% | 0.03% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 86.55 K | $911.41 K | 7.68% | 0.02% |
| SWISS NATIONAL BANK | 05/07/2026 | 79.26 K | $834.61 K | 0.00% | 0.02% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 64.73 K | $681.61 K | -43.85% | 0.02% |
| 05/08/2026 | 60.09 K | $632.78 K | 3.67% | 0.02% | |
| 17 CAPITAL PARTNERS, LLC | 05/13/2026 | 54.77 K | $576.68 K | -0.43% | 0.02% |
| VIDENT ADVISORY, LLC | 05/15/2026 | 54.27 K | $571.48 K | -1.20% | 0.02% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 52.61 K | $553.96 K | 100.27% | 0.02% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 50.90 K | $535.98 K | 87.82% | 0.01% |
| E. OHMAN J:OR ASSET MANAGEMENT AB | 04/16/2026 | 45.64 K | $480.56 K | 100.00% | 0.01% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 45.22 K | $476.12 K | 0.00% | 0.01% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 39.73 K | $418.36 K | 3.14% | 0.01% |
| JT STRATFORD LLC | 05/15/2026 | 38.11 K | $401.32 K | 100.00% | 0.01% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 33.57 K | $353.46 K | -40.10% | 0.01% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 05/18/2026 | 33.41 K | $351.77 K | 0.00% | 0.01% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 33.33 K | $350.99 K | 100.00% | 0.01% |
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Hagerty Inc institutional Ownership - FAQ's
During the previous two years, 140 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: 8.72 M
Polar Capital Holdings Plc: 6 M
T. Rowe Price Investment Management, Inc.: 5.64 M
MARKEL GROUP INC.: 3.11 M
Greenhaven Road Investment Management, L.P.: 2.37 M
26.14% of Hagerty Inc stock is owned by institutional investors.
Institutional investors have bought a total of 91.09 M shares in the last 24 months. This purchase volume represents approximately $906.38 M in transactions.