Institutional Ownership
Hagerty Inc
CUSIP 405166109CL A COMHGTYQ1 2026
Institutional Holders
110
13F filers
Shares Held
86.92M
Aggregate institutional
Institutional Value
$853.77M
Q1 2026
Net New Holders
-1
15 new · 16 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions15
Increased31
Decreased36
Sold out16
Institutional Holders
110 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | State Farm Mutual Automobile Insurance Co | 51.80M | $545.45M | 0 | Held |
| 2 | Neuberger Berman Group LLC | 8.72M | $91.84M | +451.7K | Added |
| 3 | Polar Capital Holdings PLC | 6.00M | $63.18M | +232.6K | Added |
| 4 | Markel Group Inc. | 3.11M | $32.73M | 0 | Held |
| 5 | Greenhaven Road Investment Management, L.P. | 2.37M | $24.96M | −246.7K | Reduced |
| 6 | Pembroke Management, Ltd | 1.74M | $18.30M | −489.0K | Reduced |
| 7 | Lincoln Capital LLC | 950.7K | $10.01M | +137.8K | Added |
| 8 | Blackrock, Inc. | 690.1K | $7.27M | +18.2K | Added |
| 9 | Royce & Associates LP | 525.0K | $5.53M | 0 | Held |
| 10 | Geode Capital Management, LLC | 418.8K | $4.41M | +20.7K | Added |
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