Hagerty, Inc.

Historical 13F Holders

Symbol
HGTY
CUSIP
405166109
All holders as of
Q2 2026
Type
Equity
Class
CL A COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 405166109 since 12/18/2024, newest first.

Filer % of Class Filed
Neuberger Berman Group LLC 13G/A Amendment 1
11.1% 10/6/2026
Event 9/30/2026
Markel Group Inc. 13D/A Amendment 6 42.0% 9/14/2026
Event 9/11/2026
Hagerty Holding Corp. 13D/A Amendment 3 56.5% 9/11/2026
Event 9/9/2026
Markel Group Inc. 13D/A Amendment 5 44.8% 4/15/2026
Event 4/13/2026
T. Rowe Price Investment Management, Inc. 13G 5.7% 11/14/2025
Event 9/30/2025
State Farm Mutual Automobile Insurance Co 13D/A Amendment 6 53.5% 11/6/2025
Event 11/4/2025
Markel Group Inc. 13D/A Amendment 4 44.9% 11/5/2025
Event 11/4/2025
Polar Capital Holdings Plc 13G/A Amendment 2
5.9% 9/4/2025
Event 6/30/2025
Hagerty Holding Corp. 13D/A Amendment 2 62.4% 8/15/2025
Event 8/13/2025
Polar Capital Holdings Plc 13G/A Amendment 1
0% 8/14/2025
Event 6/30/2025
Hagerty Holding Corp. 13D/A Amendment 1 62.9% 8/11/2025
Event 8/7/2025
Markel Group Inc. 13D/A Amendment 3 47.7% 4/18/2025
Event 4/16/2025
Neuberger Berman Group LLC 13G
5.3% 2/4/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 4 1.45 M $19.6 M
2026 Q2 133 94.6 M $1.17 B
2026 Q1 120 90.7 M $955 M
2025 Q4 119 91.0 M $1.22 B
2025 Q3 102 89.7 M $1.08 B
2025 Q2 93 76.2 M $770 M
2025 Q1 93 75.8 M $685 M
2024 Q4 94 75.2 M $726 M
2024 Q3 83 73.9 M $752 M
2024 Q2 80 71.1 M $740 M
2024 Q1 82 70.0 M $641 M
2023 Q4 80 69.4 M $542 M
2023 Q3 78 70.7 M $561 M
2023 Q2 71 69.8 M $644 M
2023 Q1 65 66.4 M $571 M
2022 Q4 71 66.1 M $555 M
2022 Q3 61 67.1 M $603 M
2022 Q2 64 65.9 M $758 M
2022 Q1 53 63.6 M $686 M
2021 Q4 37 63.6 M $896 M