HGTY Institutional Ownership & Shareholders
HAGERTY INC-A (HGTY) is currently held by 130 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.11B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $823.10M, representing an estimated gain of +33.31% 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
130
Total Reported Value
$1.11B
Largest Holder
State Farm Mutual Automobile Insurance Co
Largest Position
$617.46M
Insider Transactions (90d)
8
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
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 | $823,102,000 | +$205,646,000 | +33.31% | |
| Neuberger Berman Group Llc | 0.08% | 8,269,620 | $111,143,692 | $131,404,262 | +$20,260,570 | +18.23% | |
| T. Rowe Price Investment Management, Inc. | 0.05% | 6,088,981 | $72,581,000 | $96,753,908 | +$24,172,908 | +33.30% | |
| Polar Capital Holdings Plc | 0.20% | 6,000,000 | $71,520,000 | $95,340,000 | +$23,820,000 | +33.31% | |
| Markel Group Inc. | Thomas Gayner | 0.33% | 3,108,000 | $41,833,680 | $49,386,120 | +$7,552,440 | +18.05% |
| Pembroke Management, Ltd | 2.92% | 1,755,856 | $23,633,822 | $27,900,552 | +$4,266,730 | +18.05% | |
| Vanguard Capital Management Llc | 0.00% | 1,928,492 | $22,987,625 | $30,643,738 | +$7,656,113 | +33.31% | |
| Greenhaven Road Investment Management, L.P. | 14.44% | 1,865,430 | $22,235,926 | $29,641,683 | +$7,405,757 | +33.31% | |
| Vanguard Portfolio Management Llc | 0.00% | 1,650,329 | $19,671,922 | $26,223,728 | +$6,551,806 | +33.31% | |
| Lincoln Capital Llc | 3.19% | 1,350,809 | $18,208,746 | $21,464,355 | +$3,255,609 | +17.88% | |
| Blackrock, Inc. | 0.00% | 718,484 | $8,564,330 | $11,416,711 | +$2,852,381 | +33.31% | |
| Royce & Associates Lp | 0.05% | 525,000 | $6,258,000 | $8,342,250 | +$2,084,250 | +33.31% | |
| Geode Capital Management, Llc | 0.00% | 446,889 | $5,329,655 | $7,101,066 | +$1,771,411 | +33.24% | |
| Dimensional Fund Advisors Lp | 0.00% | 374,615 | $4,465,002 | $5,952,632 | +$1,487,630 | +33.32% | |
| First Trust Advisors Lp | 0.00% | 335,852 | $4,003,355 | $5,336,688 | +$1,333,333 | +33.31% | |
| Scholtz & Company, Llc | 1.84% | 308,405 | $3,676,188 | $4,900,555 | +$1,224,367 | +33.31% | |
| Morgan Stanley | 0.00% | 307,146 | $3,661,181 | $4,880,550 | +$1,219,369 | +33.31% | |
| Gillson Capital Lp | 0.19% | 276,949 | $3,301,000 | $4,400,720 | +$1,099,720 | +33.31% | |
| State Street Corp | 0.00% | 264,359 | $3,151,159 | $4,200,665 | +$1,049,506 | +33.31% | |
| Vanguard Fiduciary Trust Co | 0.00% | 238,881 | $2,847,462 | $3,795,819 | +$948,357 | +33.31% | |
| Garner Asset Management Corp | 0.91% | 172,825 | $2,756,559 | $2,746,189 | -$10,370 | -0.38% | |
| Brown Advisory Inc | 0.00% | 218,000 | $2,598,560 | $3,464,020 | +$865,460 | +33.31% | |
| Charles Schwab Investment Management Inc | 0.00% | 213,947 | $2,550,248 | $3,399,618 | +$849,370 | +33.31% | |
| Woodline Partners Lp | 0.01% | 212,918 | $2,537,983 | $3,383,267 | +$845,284 | +33.31% | |
| Ubs Group Ag | 0.00% | 205,591 | $2,450,644 | $3,266,841 | +$816,197 | +33.31% | |
| Oxford Financial Group, Ltd. Llc | 0.10% | 170,000 | $2,026,400 | $2,701,300 | +$674,900 | +33.31% | |
| Lpl Financial Llc | 0.00% | 152,501 | $1,817,812 | $2,423,241 | +$605,429 | +33.31% | |
| National Philanthropic Trust | 0.03% | 150,000 | $1,788,000 | $2,383,500 | +$595,500 | +33.31% | |
| Raymond James Financial Inc | 0.00% | 136,315 | $1,624,875 | $2,166,045 | +$541,170 | +33.31% | |
| Palisade Capital Management, Lp | 0.06% | 118,657 | $1,414,388 | $1,885,460 | +$471,072 | +33.31% | |
| Confluence Investment Management Llc | 0.02% | 101,756 | $1,369,635 | $1,616,903 | +$247,268 | +18.05% | |
| Northern Trust Corp | 0.00% | 109,722 | $1,307,886 | $1,743,483 | +$435,597 | +33.31% | |
| Gabelli & Co Investment Advisers, Inc. | 0.18% | 103,300 | $1,231,336 | $1,641,437 | +$410,101 | +33.31% | |
| Td Asset Management Inc | 0.00% | 100,184 | $1,194,193 | $1,591,924 | +$397,731 | +33.31% | |
| Oppenheimer & Co Inc | 0.01% | 86,548 | $1,164,936 | $1,375,248 | +$210,312 | +18.05% | |
| Swiss National Bank | 0.00% | 81,060 | $966,235 | $1,288,043 | +$321,808 | +33.31% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 73,268 | $873,355 | $1,164,229 | +$290,874 | +33.31% |
| Two Sigma Investments, Lp | 0.00% | 71,610 | $853,591 | $1,137,883 | +$284,292 | +33.31% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 69,127 | $823,994 | $1,098,428 | +$274,434 | +33.31% | |
| Bristlecone Value Partners, Llc | 0.58% | 60,093 | $716,308 | $954,878 | +$238,570 | +33.31% | |
| 17 Capital Partners, Llc | 0.30% | 54,765 | $652,799 | $870,216 | +$217,417 | +33.31% | |
| California State Teachers Retirement System | 0.00% | 54,662 | $651,571 | $868,579 | +$217,008 | +33.31% | |
| E. Ohman J:Or Asset Management Ab | 0.01% | 48,047 | $646,713 | $763,467 | +$116,754 | +18.05% | |
| Goldman Sachs Group Inc | 0.00% | 51,909 | $618,755 | $824,834 | +$206,079 | +33.31% | |
| Trexquant Investment Lp | 0.00% | 51,162 | $609,851 | $812,964 | +$203,113 | +33.31% | |
| D. E. Shaw & Co., Inc. | 0.00% | 48,129 | $573,698 | $764,770 | +$191,072 | +33.31% | |
| American Century Companies Inc | 0.00% | 46,365 | $552,671 | $736,740 | +$184,069 | +33.31% | |
| Bank Of Montreal | 0.00% | 46,332 | $552,277 | $736,215 | +$183,938 | +33.31% | |
| Vident Advisory, Llc | 0.00% | 42,815 | $510,355 | $680,330 | +$169,975 | +33.31% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 45,216 | $476,124 | $718,482 | +$242,358 | +50.90% |
Frequently asked questions about HGTY
Who are the largest institutional holders of HGTY?
The largest institutional holders of HGTY reported in the latest SEC Form 13F filings include State Farm Mutual Automobile Insurance Co, Neuberger Berman Group Llc, T. Rowe Price Investment Management, Inc., Polar Capital Holdings Plc, and Markel Group Inc.. InsiderSet ranks institutional holders by their latest reported HGTY position.
What is HGTY institutional ownership?
This page tracks HGTY positions reported by institutional investment managers through SEC Form 13F. HAGERTY INC-A (HGTY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HGTY?
InsiderSet currently tracks 130 institutional managers reporting HGTY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HGTY shareholders.
How much HGTY stock do institutions own?
Institutional investment managers disclosed approximately $1.11B in HGTY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HGTY institutional ownership last updated?
The latest HGTY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HGTY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HGTY position after the reporting date.
Are institutions buying or selling HGTY?
Institutional buying and selling can be analyzed by comparing HGTY positions across consecutive 13F reporting periods. InsiderSet's HGTY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HGTY ownership changes.
How has HGTY institutional ownership changed over time?
InsiderSet tracks HGTY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.