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 | 11/12/2025 | 51.80 M | $623.67 M | 0.00% | 57.11% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 8.05 M | $96.90 M | 44.81% | 8.87% |
| POLAR CAPITAL HOLDINGS PLC | 11/14/2025 | 5.82 M | $70.04 M | 9.37% | 6.41% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 5.22 M | $62.80 M | 9,491.38% | 5.75% |
| VANGUARD GROUP INC | 11/07/2025 | 3.46 M | $41.61 M | 32.28% | 3.81% |
| MARKEL GROUP INC. | 10/31/2025 | 3.11 M | $37.45 M | 0.00% | 3.43% |
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 12/01/2025 | 2.66 M | $32.08 M | 47.10% | 2.94% |
| PEMBROKE MANAGEMENT, LTD | 10/28/2025 | 2.26 M | $27.22 M | 127.61% | 2.49% |
| LINCOLN CAPITAL LLC | 11/05/2025 | 787.39 K | $9.44 M | 29.65% | 0.87% |
| BLACKROCK, INC. | 11/12/2025 | 648.29 K | $7.81 M | 38.08% | 0.71% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 525.00 K | $6.32 M | 0.00% | 0.58% |
| FMR LLC | 11/13/2025 | 500.47 K | $6.03 M | 1,924,796.15% | 0.55% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 402.09 K | $4.84 M | 57.91% | 0.44% |
| SCHOLTZ & COMPANY, LLC | 11/12/2025 | 325.07 K | $3.91 M | 35.28% | 0.36% |
| GARNER ASSET MANAGEMENT CORP | 11/10/2025 | 281.83 K | $3.39 M | 100.00% | 0.31% |
| WOODLINE PARTNERS LP | 11/14/2025 | 277.32 K | $3.34 M | 100.00% | 0.31% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 10/14/2025 | 252.54 K | $3.04 M | -9.78% | 0.28% |
| MORGAN STANLEY | 11/14/2025 | 231.27 K | $2.78 M | 208.47% | 0.26% |
| UBS GROUP AG | 11/13/2025 | 216.19 K | $2.60 M | 80.62% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 216.08 K | $2.60 M | 58.76% | 0.24% |
| STATE STREET CORP | 11/14/2025 | 200.33 K | $2.41 M | 44.90% | 0.22% |
| GILLSON CAPITAL LP | 11/14/2025 | 175.00 K | $2.11 M | 100.00% | 0.19% |
| OXFORD FINANCIAL GROUP LTD | 11/13/2025 | 170.00 K | $2.05 M | 100.00% | 0.19% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 160.62 K | $1.93 M | 0.97% | 0.18% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 120.75 K | $1.45 M | 26.07% | 0.13% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 117.97 K | $1.42 M | -4.22% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 114.59 K | $1.38 M | 47.59% | 0.13% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 112.41 K | $1.35 M | 56.73% | 0.12% |
| LPL FINANCIAL LLC | 11/12/2025 | 111.72 K | $1.35 M | -3.26% | 0.12% |
| NORTHERN TRUST CORP | 11/14/2025 | 105.14 K | $1.27 M | 27.35% | 0.12% |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 11/12/2025 | 103.30 K | $1.24 M | 0.00% | 0.11% |
| SOROS FUND MANAGEMENT LLC | 11/14/2025 | 102.61 K | $1.24 M | 100.00% | 0.11% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 95.10 K | $1.15 M | -27.37% | 0.10% |
| TD ASSET MANAGEMENT INC | 11/10/2025 | 87.86 K | $1.06 M | 100.00% | 0.10% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 80.28 K | $966.56 K | 35.61% | 0.09% |
| SWISS NATIONAL BANK | 11/13/2025 | 76.66 K | $922.99 K | 25.47% | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 69.04 K | $831.27 K | -19.53% | 0.08% |
| PALISADE CAPITAL MANAGEMENT, LP | 11/14/2025 | 62.06 K | $747.24 K | 100.00% | 0.07% |
| VIDENT ADVISORY, LLC | 11/14/2025 | 59.94 K | $721.65 K | 67.21% | 0.07% |
| 17 CAPITAL PARTNERS, LLC | 11/14/2025 | 55.00 K | $662.20 K | 0.00% | 0.06% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 45.22 K | $544.40 K | -48.90% | 0.05% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2025 | 33.41 K | $402.21 K | 44.04% | 0.04% |
| ROYAL BANK OF CANADA | 11/14/2025 | 33.35 K | $402.00 K | 21.89% | 0.04% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 29.83 K | $359.12 K | 25.05% | 0.03% |
| CITADEL ADVISORS LLC | 11/14/2025 | 29.30 K | $352.77 K | -56.91% | 0.03% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 11/06/2025 | 29.12 K | $350.55 K | -0.61% | 0.03% |
| BARCLAYS PLC | 11/12/2025 | 25.34 K | $305.06 K | -20.31% | 0.03% |
| CORTON CAPITAL INC. | 11/14/2025 | 24.16 K | $290.85 K | -10.55% | 0.03% |
| CITADEL ADVISORS LLC | 11/14/2025 | 23.30 K | $280.53 K | 100.00% | 0.03% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 22.05 K | $265.52 K | 21.56% | 0.02% |
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Hagerty, Inc. institutional Ownership - FAQ's
During the previous two years, 112 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: 8.05 M
Polar Capital Holdings Plc: 5.82 M
T. Rowe Price Investment Management, Inc.: 5.22 M
VANGUARD GROUP INC: 3.46 M
MARKEL GROUP INC.: 3.11 M
98.90% of Hagerty, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 90.29 M shares in the last 24 months. This purchase volume represents approximately $1.08 B in transactions.