HGTY · Hagerty, Inc. · Shareholders & Ownership

$15.59 +0.03 (+0.19%)

Market Cap

$5.35B

343.62M

Volume · Oct 20 81.82K Avg daily vol (3M) 360.47K

Every disclosed holder of HGTY in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns HGTY

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	130	92,568,850	26.94%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	155,914,656	45.37%	Yes
Remaining	—	95,139,173	27.69%	Rest
Registered funds (N-PORT, not summed)	73	14,976,091	4.36%	No

Shares outstanding: 343,622,679, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of HGTY

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Markel Group Inc. 13D CIK 1096343 · Insurance company · Sep 11, 2026 not summed	79,380,264	23.10%	-1	Sep 11, 2026	not summed
1.1	MARKEL GROUP INC. Insider CIK 1096343 · Sep 11, 2026 10% Owner, issuer-wide, not summed	10,944,411	3.19%	+7,836,411	Sep 11, 2026	10% Owner, issuer-wide, not summed
1.2	Markel Group Inc. 13F CIK 1096343 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,108,000	0.90%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
2	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 13F CIK 315032 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	51,800,000	15.07%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
3	NEUBERGER BERMAN GROUP LLC 13G CIK 1465109 · Holding company · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	11,276,836	3.28%	+6,551,640	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.1	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,528,505	2.77%	+807,137	Jun 30, 2026	carried, not yet filed for the newest quarter
3.2	Neuberger Genesis Fund Fund S000007841 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	5,006,652	1.46%	+163,974	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
3.3	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	304,875	0.09%	+41,136	May 31, 2026	Neuberger Berman ETF Trust, not summed
4	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,088,981	1.77%	+448,501	Jun 30, 2026	carried, not yet filed for the newest quarter
5	Polar Capital Holdings Plc 13F CIK 1837309 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,000,000	1.75%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,928,492	0.56%	+60,919	Jun 30, 2026	carried, not yet filed for the newest quarter
7	Greenhaven Road Investment Management, L.P. 13F CIK 1741129 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,865,430	0.54%	-504,548	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Pembroke Management, LTD 13F CIK 1063497 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,702,926	0.50%	-35,080	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,650,329	0.48%	+19,358	Jun 30, 2026	carried, not yet filed for the newest quarter
10	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,446,997	0.42%	+49,562	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
11	T. Rowe Price Small-Cap Value Fund, Inc. Fund S000002121 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed	1,431,497	0.42%	-6,984	Jun 30, 2026	T. ROWE PRICE SMALL-CAP VALUE FUND, INC., not summed
12	Lincoln Capital LLC 13F CIK 1633862 · Registered investment adviser · Sep 30, 2026	1,350,809	0.39%	+377,158	Sep 30, 2026
13	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	1,323,241	0.39%	-1,435	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
14	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,049,554	0.31%	+5,446	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
15	Hagerty McKeel Insider CIK 1897880 · Apr 1, 2026 Director, Chief Executive Officer, issuer-wide, not summed	1,037,740	0.30%	-82,868	Apr 1, 2026	Director, Chief Executive Officer, issuer-wide, not summed
16	KAUFFMAN ROBERT I Insider CIK 1124462 · Sep 24, 2026 Director, Chief Executive Officer, 10% Owner, issuer-wide, not summed	753,270	0.22%	-74,000	Sep 24, 2026	Director, Chief Executive Officer, 10% Owner, issuer-wide, not summed
17	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	718,484	0.21%	+28,391	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	iShares MSCI USA Small-Cap Min Vol Factor ETF Fund S000054723 · Registered fund · Jul 31, 2026 iShares Trust, not summed	17,694	0.01%	-872	Jul 31, 2026	iShares Trust, not summed
17.2	iShares Morningstar Small-Cap Growth ETF Fund S000004434 · Registered fund · Jul 31, 2026 iShares Trust, not summed	15,047	0.00%	—	Jul 31, 2026	iShares Trust, not summed
17.3	iShares MSCI World Small-Cap ETF Fund S000091430 · Registered fund · May 31, 2026 iShares Trust, not summed	5,705	0.00%	-1,920	May 31, 2026	iShares Trust, not summed
17.4	iShares Morningstar Small-Cap ETF Fund S000004433 · Registered fund · Jul 31, 2026 iShares Trust, not summed	1,857	0.00%	—	Jul 31, 2026	iShares Trust, not summed
18	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	692,510	0.20%	0	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
19	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	602,623	0.18%	+16,200	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Neuberger Berman Genesis Portfolio Fund S000006535 · Registered fund · Jun 30, 2026 Brighthouse Funds Trust II, not summed	527,740	0.15%	+67,078	Jun 30, 2026	Brighthouse Funds Trust II, not summed
21	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	525,000	0.15%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
22	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	485,700	0.14%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
22.1	ROYCE GLOBAL TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE GLOBAL TRUST, INC., not summed	39,300	0.01%	—	Jun 30, 2026	ROYCE GLOBAL TRUST, INC., not summed
23	SWANSON WILLIAM H Insider CIK 1194790 · Apr 1, 2026 Director, issuer-wide, not summed	468,573	0.14%	+11,871	Apr 1, 2026	Director, issuer-wide, not summed
24	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	446,889	0.13%	+28,082	Jun 30, 2026	carried, not yet filed for the newest quarter
25	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	427,469	0.12%	+11,772	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
26	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	374,615	0.11%	+103,269	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	69,680	0.02%	+27,294	Jul 31, 2026	Dimensional ETF Trust, not summed
26.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	69,016	0.02%	+18,613	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	54,027	0.02%	+24,472	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.4	U.S. Small Cap Growth Portfolio Fund S000039439 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	22,942	0.01%	+20	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
26.5	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	5,045	0.00%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
27	McClymont Patrick Insider CIK 1589119 · Oct 2, 2026 Director, issuer-wide, not summed	337,986	0.10%	+1,192	Oct 2, 2026	Director, issuer-wide, not summed
28	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	335,852	0.10%	+335,852	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	First Trust Small Cap Growth AlphaDEX Fund Fund S000031806 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	144,465	0.04%	-77,330	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
28.2	First Trust Multi Cap Growth AlphaDEX Fund Fund S000017343 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	13,088	0.00%	-7,593	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
29	SCHOLTZ & COMPANY, LLC 13F CIK 1606134 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	308,405	0.09%	-17,100	Jun 30, 2026	carried, not yet filed for the newest quarter
30	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	307,146	0.09%	+9,994	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	288	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
31	Gillson Capital LP 13F CIK 1698055 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	276,949	0.08%	+74,937	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Champagne Collette Insider CIK 1897817 · Apr 1, 2026 CHRO and CAO, issuer-wide, not summed	270,207	0.08%	-4,536	Apr 1, 2026	CHRO and CAO, issuer-wide, not summed
33	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	264,359	0.08%	+30,571	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	269	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
34	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	238,881	0.07%	+4,063	Jun 30, 2026	carried, not yet filed for the newest quarter
35	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	218,000	0.06%	+109,000	Jun 30, 2026	carried, not yet filed for the newest quarter
36	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	213,947	0.06%	-3,575	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	174,838	0.05%	-2,834	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.2	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	23,635	0.01%	0	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	15,234	0.00%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
37	Woodline Partners LP 13F CIK 1784547 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	212,918	0.06%	-47,626	Jun 30, 2026	carried, not yet filed for the newest quarter
38	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	205,591	0.06%	-140,367	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Garner Asset Management Corp 13F CIK 1714093 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	172,825	0.05%	+172,825	Jun 30, 2026	carried, not yet filed for the newest quarter
40	OXFORD FINANCIAL GROUP, LTD. LLC 13F CIK 1245862 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,000	0.05%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Briglia Jeffrey Edward Insider CIK 2025736 · Jul 1, 2026 President of Insurance, issuer-wide, not summed	157,135	0.05%	-4,892	Jul 1, 2026	President of Insurance, issuer-wide, not summed
42	LPL Financial LLC 13F CIK 1403438 · Broker-dealer · Jun 30, 2026 carried, not yet filed for the newest quarter	152,501	0.04%	+11,252	Jun 30, 2026	carried, not yet filed for the newest quarter
43	National Philanthropic Trust 13F CIK 1785342 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	150,000	0.04%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Bridge Builder Tax Managed Small/Mid Cap Fund Fund S000076295 · Registered fund · Jun 30, 2026 Bridge Builder Trust, not summed	145,022	0.04%	-54,048	Jun 30, 2026	Bridge Builder Trust, not summed
45	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	136,315	0.04%	+10,350	Jun 30, 2026	carried, not yet filed for the newest quarter
46	Page Russell Andrew Insider CIK 2020291 · Apr 1, 2026 Chief Information Officer, issuer-wide, not summed	131,743	0.04%	+19,719	Apr 1, 2026	Chief Information Officer, issuer-wide, not summed
47	Column Small Cap Select Fund Fund S000082920 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	131,588	0.04%	+25,053	Aug 31, 2026	Trust for Professional Managers, not summed
48	Ahn Kenneth Insider CIK 1852587 · Apr 1, 2026 President, Hagerty Marketplace, issuer-wide, not summed	127,115	0.04%	+13,522	Apr 1, 2026	President, Hagerty Marketplace, issuer-wide, not summed
49	PALISADE CAPITAL MANAGEMENT, LP 13F CIK 1009006 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	118,657	0.03%	+8,021	Jun 30, 2026	carried, not yet filed for the newest quarter
50	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	109,722	0.03%	+4,304	Jun 30, 2026	carried, not yet filed for the newest quarter

7 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 183 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1840776 CUSIP 405166109 13F (30d) 13 filings 13 filers Visit website Investor relations