T. Rowe Price Investment Management, Inc.
Position in HGTY — Hagerty, Inc.
CIK 1897612
BALTIMORE, MD
Position in HGTY
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$59,394,254
-$9,914,468 QoQ
Shares Held
5,640,480
+9.4% QoQ
Ownership
1.64%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HGTY Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026T. Rowe Price Investment Management, Inc. holds $1,334,374,149 across 12 Insurance - Property & Casualty names. HGTY ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AIZ |
Assurant, Inc.
|
3,272,043 | $712,683,685 | |
| 2 | MKL |
Markel Group Inc.
|
155,383 | $297,413,923 | |
| 3 | WTM |
White Mountains Insurance Group Ltd
|
41,513 | $91,202,400 | |
| 4 | RLI |
Rli Corp
|
1,174,893 | $67,015,896 | |
| 5 | HGTY |
Hagerty, Inc.
This page
|
5,640,480 | $59,394,254 | |
| 6 | ROOT |
Root, Inc.
|
1,185,073 | $52,344,674 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
132,345 | $15,815,227 | |
| 8 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
275,064 | $12,014,795 |
All Filings in HGTY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,394,254 | 5,640,480 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $69,308,722 | 5,156,899 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $62,798,171 | 5,215,795 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $549,781 | 54,380 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||