HAGERTY INC-A (HGTY) Institutional Shareholders
HAGERTY INC-A (HGTY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.10B in HGTY holdings during the latest filing period.
State Farm Mutual Automobile Insurance Co is currently the largest disclosed institutional shareholder of HGTY tracked by InsiderSet, reporting ownership valued at approximately $617.46M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $718.47M, representing an estimated gain of +16.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed HGTY value among the investors covered in this analysis. Major shareholders include State Farm Mutual Automobile Insurance Co, Neuberger Berman Group Llc, T. Rowe Price Investment Management, Inc., and several other long-term asset managers with concentrated positions in HAGERTY INC-A (HGTY).
This page ranks the largest institutional HGTY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
121
Total Reported Value
$1.10B
Largest Holder
State Farm Mutual Automobile Insurance Co
Largest Position
$617.46M
Insider Transactions (90d)
9
Latest Filing Quarter
Q2 2026
New Institutional Positions
147
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 0.42% | 51,800,000 | $617,456,000 | $718,466,000 | +$101,010,000 | +16.36% | |
| Neuberger Berman Group Llc | 0.08% | 9,528,505 | $113,579,779 | $132,160,364 | +$18,580,585 | +16.36% | |
| T. Rowe Price Investment Management, Inc. | 0.05% | 6,088,981 | $72,581,000 | $84,454,166 | +$11,873,166 | +16.36% | |
| Polar Capital Holdings Plc | 0.20% | 6,000,000 | $71,520,000 | $83,220,000 | +$11,700,000 | +16.36% | |
| Markel Group Inc. | 0.27% | 3,108,000 | $35,897,400 | $43,107,960 | +$7,210,560 | +20.09% | |
| Vanguard Capital Management Llc | 0.00% | 1,928,492 | $22,987,625 | $26,748,184 | +$3,760,559 | +16.36% | |
| Greenhaven Road Investment Management, L.P. | 14.44% | 1,865,430 | $22,235,926 | $25,873,514 | +$3,637,588 | +16.36% | |
| Pembroke Management, Ltd | 2.62% | 1,702,926 | $20,298,878 | $23,619,584 | +$3,320,706 | +16.36% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,650,329 | $19,671,922 | $22,890,063 | +$3,218,141 | +16.36% | |
| Lincoln Capital Llc | 2.07% | 973,651 | $11,605,924 | $13,504,539 | +$1,898,615 | +16.36% | |
| Blackrock, Inc. | 0.00% | 718,484 | $8,564,330 | $9,965,373 | +$1,401,043 | +16.36% | |
| Royce & Associates Lp | 0.05% | 525,000 | $6,258,000 | $7,281,750 | +$1,023,750 | +16.36% | |
| Geode Capital Management, Llc | 0.00% | 446,889 | $5,329,655 | $6,198,350 | +$868,695 | +16.30% | |
| Dimensional Fund Advisors Lp | 0.00% | 374,615 | $4,465,002 | $5,195,910 | +$730,908 | +16.37% | |
| First Trust Advisors Lp | 0.00% | 335,852 | $4,003,355 | $4,658,267 | +$654,912 | +16.36% | |
| Scholtz & Company, Llc | 1.84% | 308,405 | $3,676,188 | $4,277,577 | +$601,389 | +16.36% | |
| Morgan Stanley | 0.00% | 307,146 | $3,661,181 | $4,260,115 | +$598,934 | +16.36% | |
| Gillson Capital Lp | 0.19% | 276,949 | $3,301,000 | $3,841,283 | +$540,283 | +16.37% | |
| State Street Corp | 0.00% | 264,359 | $3,151,159 | $3,666,659 | +$515,500 | +16.36% | |
| Vanguard Fiduciary Trust Co | 0.00% | 238,881 | $2,847,462 | $3,313,279 | +$465,817 | +16.36% | |
| Brown Advisory Inc | 0.00% | 218,000 | $2,598,560 | $3,023,660 | +$425,100 | +16.36% | |
| Charles Schwab Investment Management Inc | 0.00% | 213,947 | $2,550,248 | $2,967,445 | +$417,197 | +16.36% | |
| Woodline Partners Lp | 0.01% | 212,918 | $2,537,983 | $2,953,173 | +$415,190 | +16.36% | |
| Ubs Group Ag | 0.00% | 205,591 | $2,450,644 | $2,851,547 | +$400,903 | +16.36% | |
| Garner Asset Management Corp | 0.67% | 172,825 | $2,060,074 | $2,397,083 | +$337,009 | +16.36% | |
| Oxford Financial Group, Ltd. Llc | 0.10% | 170,000 | $2,026,400 | $2,357,900 | +$331,500 | +16.36% | |
| Lpl Financial Llc | 0.00% | 152,501 | $1,817,812 | $2,115,189 | +$297,377 | +16.36% | |
| National Philanthropic Trust | 0.03% | 150,000 | $1,788,000 | $2,080,500 | +$292,500 | +16.36% | |
| Raymond James Financial Inc | 0.00% | 136,315 | $1,624,875 | $1,890,689 | +$265,814 | +16.36% | |
| Confluence Investment Management Llc | 0.02% | 132,055 | $1,574,096 | $1,831,603 | +$257,507 | +16.36% | |
| Palisade Capital Management, Lp | 0.06% | 118,657 | $1,414,388 | $1,645,773 | +$231,385 | +16.36% | |
| Northern Trust Corp | 0.00% | 109,722 | $1,307,886 | $1,521,844 | +$213,958 | +16.36% | |
| Gabelli & Co Investment Advisers, Inc. | 0.18% | 103,300 | $1,231,336 | $1,432,771 | +$201,435 | +16.36% | |
| Td Asset Management Inc | 0.00% | 100,184 | $1,194,193 | $1,389,552 | +$195,359 | +16.36% | |
| Oppenheimer & Co Inc | 0.01% | 89,417 | $1,065,851 | $1,240,214 | +$174,363 | +16.36% | |
| Swiss National Bank | 0.00% | 81,060 | $966,235 | $1,124,302 | +$158,067 | +16.36% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 73,268 | $873,355 | $1,016,227 | +$142,872 | +16.36% |
| Two Sigma Investments, Lp | 0.00% | 71,610 | $853,591 | $993,231 | +$139,640 | +16.36% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 69,127 | $823,994 | $958,791 | +$134,797 | +16.36% | |
| Bristlecone Value Partners, Llc | 0.58% | 60,093 | $716,308 | $833,490 | +$117,182 | +16.36% | |
| 17 Capital Partners, Llc | 0.30% | 54,765 | $652,799 | $759,591 | +$106,792 | +16.36% | |
| California State Teachers Retirement System | 0.00% | 54,662 | $651,571 | $758,162 | +$106,591 | +16.36% | |
| Goldman Sachs Group Inc | 0.00% | 51,909 | $618,755 | $719,978 | +$101,223 | +16.36% | |
| Trexquant Investment Lp | 0.00% | 51,162 | $609,851 | $709,617 | +$99,766 | +16.36% | |
| D. E. Shaw & Co., Inc. | 0.00% | 48,129 | $573,698 | $667,549 | +$93,851 | +16.36% | |
| American Century Companies Inc | 0.00% | 46,365 | $552,671 | $643,083 | +$90,412 | +16.36% | |
| Bank Of Montreal | 0.00% | 46,332 | $552,277 | $642,625 | +$90,348 | +16.36% | |
| E. Ohman J:Or Asset Management Ab | 0.01% | 46,106 | $549,584 | $639,490 | +$89,906 | +16.36% | |
| Vident Advisory, Llc | 0.00% | 42,815 | $510,355 | $593,844 | +$83,489 | +16.36% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 45,216 | $476,124 | $627,146 | +$151,022 | +31.72% |
Frequently asked questions about HGTY
Who owns the most HGTY stock?
The largest holders of HGTY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HAGERTY INC-A (HGTY).
Is HGTY widely held by superinvestors?
Many widely followed stocks like HGTY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HGTY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.