Institutional Ownership
Hagerty Inc
CUSIP 405166109CL A COMHGTYQ1 2026
13D / 13G Filings
26
Schedule 13D/13G on record
Beneficial Filers
12
Distinct reporting persons
Largest Stake
64.8%
Max % of class reported
Institutional Holders
110
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
26 filings · latest Nov 14, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 14, 2025 | T. Rowe Price Investment Management, Inc. | 13G | 5.7% | 5.23M | SEC |
| 2 | Nov 6, 2025 | State Farm Mutual Automobile Insurance Company | 13D/A | 53.5% | — | SEC |
| 3 | Nov 5, 2025 | Markel Group Inc. | 13D/A | 44.9% | — | SEC |
| 4 | Sep 4, 2025 | Polar Capital Holdings PLC | 13G/A | 5.8% | 5.31M | SEC |
| 5 | Aug 15, 2025 | Hagerty Holding Corp. | 13D/A | 62.4% | — | SEC |
| 6 | Aug 14, 2025 | Polar Capital Holdings PLC | 13G/A | — | — | SEC |
| 7 | Aug 11, 2025 | Hagerty Holding Corp. | 13D/A | 62.9% | — | SEC |
| 8 | Apr 18, 2025 | Markel Group Inc. | 13D/A | 47.7% | — | SEC |
| 9 | Feb 4, 2025 | Neuberger Berman Group LLC | 13G | 5.3% | 4.73M | SEC |
| 10 | Nov 13, 2024 | Polar Capital Holdings PLC | 13G | 5.6% | 5.00M | SEC |
16 more beneficial-ownership filings on Premium
See the full Schedule 13D/13G history for Hagerty Inc.
Unlock full historyTop Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | State Farm Mutual Automobile Insurance Co | 51.80M | $545.45M |
| 2 | Neuberger Berman Group LLC | 8.72M | $91.84M |
| 3 | Polar Capital Holdings PLC | 6.00M | $63.18M |
| 4 | Markel Group Inc. | 3.11M | $32.73M |
| 5 | Greenhaven Road Investment Management, L.P. | 2.37M | $24.96M |
| 6 | Pembroke Management, Ltd | 1.74M | $18.30M |
| 7 | Lincoln Capital LLC | 950.7K | $10.01M |
| 8 | Blackrock, Inc. | 690.1K | $7.27M |
| 9 | Royce & Associates LP | 525.0K | $5.53M |
| 10 | Geode Capital Management, LLC | 418.8K | $4.41M |