HAGERTY INC-A (HGTY) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $892.08M 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 $545.45M in its March 31, 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 $560.99M, representing an estimated gain of +2.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 93% 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, Polar Capital Holdings Plc, 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
113
Total Reported Value
$892.08M
Largest Holder
State Farm Mutual Automobile Insurance Co
Largest Position
$545.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
132
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 | 0.43% | 51,800,000 | $545,454,000 | $560,994,000 | +$15,540,000 | +2.85% | |
| Neuberger Berman Group Llc | 0.07% | 8,721,368 | $91,836,005 | $94,452,415 | +$2,616,410 | +2.85% | |
| Polar Capital Holdings Plc | 0.28% | 6,000,000 | $63,180,000 | $64,980,000 | +$1,800,000 | +2.85% | |
| Markel Group Inc. | 0.27% | 3,108,000 | $32,727,240 | $33,659,640 | +$932,400 | +2.85% | |
| Greenhaven Road Investment Management, L.P. | 17.17% | 2,369,978 | $24,955,868 | $25,666,862 | +$710,994 | +2.85% | |
| Vanguard Capital Management Llc | 0.00% | 1,867,573 | $19,665,544 | $20,225,816 | +$560,272 | +2.85% | |
| Pembroke Management, Ltd | 2.65% | 1,738,006 | $18,301,203 | $18,822,605 | +$521,402 | +2.85% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,630,971 | $17,174,125 | $17,663,416 | +$489,291 | +2.85% | |
| Lincoln Capital Llc | 1.90% | 950,652 | $10,008,468 | $10,295,561 | +$287,093 | +2.87% | |
| Blackrock, Inc. | 0.00% | 690,093 | $7,266,679 | $7,473,707 | +$207,028 | +2.85% | |
| Royce & Associates Lp | 0.05% | 525,000 | $5,528,250 | $5,685,750 | +$157,500 | +2.85% | |
| Geode Capital Management, Llc | 0.00% | 418,807 | $4,412,288 | $4,535,680 | +$123,392 | +2.80% | |
| Ubs Group Ag | 0.00% | 345,958 | $3,642,938 | $3,746,725 | +$103,787 | +2.85% | |
| Scholtz & Company, Llc | 1.75% | 325,505 | $3,427,568 | $3,525,219 | +$97,651 | +2.85% | |
| Morgan Stanley | 0.00% | 297,152 | $3,129,012 | $3,218,156 | +$89,144 | +2.85% | |
| Dimensional Fund Advisors Lp | 0.00% | 271,346 | $2,857,146 | $2,938,677 | +$81,531 | +2.85% | |
| Woodline Partners Lp | 0.01% | 260,544 | $2,743,528 | $2,821,692 | +$78,164 | +2.85% | |
| Vanguard Fiduciary Trust Co | 0.00% | 234,818 | $2,472,634 | $2,543,079 | +$70,445 | +2.85% | |
| State Street Corp | 0.00% | 233,788 | $2,461,788 | $2,531,924 | +$70,136 | +2.85% | |
| Charles Schwab Investment Management Inc | 0.00% | 217,522 | $2,290,507 | $2,355,763 | +$65,256 | +2.85% | |
| Oxford Financial Group, Ltd. Llc | 0.10% | 170,000 | $1,790,100 | $1,841,100 | +$51,000 | +2.85% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 157,668 | $1,660,244 | $1,707,544 | +$47,300 | +2.85% |
| Lpl Financial Llc | 0.00% | 141,249 | $1,487,352 | $1,529,727 | +$42,375 | +2.85% | |
| Confluence Investment Management Llc | 0.02% | 140,841 | $1,483,055 | $1,525,308 | +$42,253 | +2.85% | |
| Raymond James Financial Inc | 0.00% | 125,965 | $1,326,412 | $1,364,201 | +$37,789 | +2.85% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 116,034 | $1,221,838 | $1,256,648 | +$34,810 | +2.85% | |
| Palisade Capital Management, Lp | 0.04% | 110,636 | $1,164,998 | $1,198,188 | +$33,190 | +2.85% | |
| Brown Advisory Inc | 0.00% | 109,000 | $1,147,770 | $1,180,470 | +$32,700 | +2.85% | |
| Northern Trust Corp | 0.00% | 105,418 | $1,110,051 | $1,141,677 | +$31,626 | +2.85% | |
| Gabelli & Co Investment Advisers, Inc. | 0.16% | 103,300 | $1,087,749 | $1,118,739 | +$30,990 | +2.85% | |
| Td Asset Management Inc | 0.00% | 100,184 | $1,054,938 | $1,084,993 | +$30,055 | +2.85% | |
| Two Sigma Investments, Lp | 0.00% | 91,582 | $964,358 | $991,833 | +$27,475 | +2.85% | |
| D. E. Shaw & Co., Inc. | 0.00% | 86,554 | $911,414 | $937,380 | +$25,966 | +2.85% | |
| Swiss National Bank | 0.00% | 79,260 | $834,608 | $858,386 | +$23,778 | +2.85% | |
| Trexquant Investment Lp | 0.00% | 64,730 | $681,607 | $701,026 | +$19,419 | +2.85% | |
| Bristlecone Value Partners, Llc | 0.56% | 60,093 | $632,779 | $650,807 | +$18,028 | +2.85% | |
| 17 Capital Partners, Llc | 0.30% | 54,765 | $576,675 | $593,105 | +$16,430 | +2.85% | |
| Vident Advisory, Llc | 0.00% | 54,272 | $571,484 | $587,766 | +$16,282 | +2.85% | |
| Millennium Management Llc | 0.00% | 52,608 | $553,962 | $569,745 | +$15,783 | +2.85% | |
| Canada Pension Plan Investment Board | 0.00% | 50,900 | $535,977 | $551,247 | +$15,270 | +2.85% | |
| E. Ohman J:Or Asset Management Ab | 0.01% | 45,637 | $480,558 | $494,249 | +$13,691 | +2.85% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 45,216 | $476,124 | $489,689 | +$13,565 | +2.85% | |
| Bank Of New York Mellon Corp | 0.00% | 39,730 | $418,357 | $430,276 | +$11,919 | +2.85% | |
| Jt Stratford Llc | 0.05% | 38,112 | $401,319 | $412,753 | +$11,434 | +2.85% | |
| Goldman Sachs Group Inc | 0.00% | 33,567 | $353,461 | $363,531 | +$10,070 | +2.85% | |
| California State Teachers Retirement System | 0.00% | 33,406 | $351,765 | $361,787 | +$10,022 | +2.85% | |
| Bank Of Montreal | 0.00% | 33,332 | $350,986 | $360,986 | +$10,000 | +2.85% | |
| American Century Companies Inc | 0.00% | 30,914 | $325,524 | $334,799 | +$9,275 | +2.85% | |
| Vanguard Asset Management, Ltd | 0.00% | 30,538 | $321,565 | $330,727 | +$9,162 | +2.85% | |
| Royal Bank Of Canada | 0.00% | 27,568 | $290,000 | $298,561 | +$8,561 | +2.95% |
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.