Hagerty, Inc.
HGTY- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001840776
In the last 90 days, Hagerty, Inc. insiders filed 0 open-market purchases and 3 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.10B in total; Markel Group is the only superinvestor holding it.
Holders of 5% or more of HGTY
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Hagerty, Inc., largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Hagerty Holding Corp. | 13D/A | 62.40%166.6M shares | −0.50 ppfrom 62.90% | Aug 11, 20252 filings | Aug 15, 2025 | SEC |
| State Farm Mutual Automobile Insurance Co | 13D/A | 53.50%56.0M shares | – | Nov 6, 20251 filing | Nov 6, 2025 | SEC |
| Markel Group Inc.SuperinvestorMarkel Group | 13D/A | 44.90%79.4M shares | −2.80 ppfrom 47.70% | Apr 18, 20252 filings | Nov 5, 2025 | SEC |
| Polar Capital Holdings Plc | 13G/A | 5.85%5.31M shares | +5.85 ppfrom 0.00% | Aug 14, 20252 filings | Sep 4, 2025 | SEC |
| T. Rowe Price Investment Management, Inc. | 13G | 5.70%5.23M shares | New | Nov 14, 20251 filing | Nov 14, 2025 | SEC |
| Neuberger Berman Group LLC | 13G | 5.30%4.73M shares | New | Feb 4, 20251 filing | Feb 4, 2025 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
9 Schedule 13D and 13G filings on Hagerty, Inc., newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Nov 14, 202512:18 PM ET | T. Rowe Price Investment Management, Inc. | 13G | 5.70%5.23M shares | New | Sep 30, 2025 | SEC |
| Nov 6, 20257:54 PM ET | State Farm Mutual Automobile Insurance Co | 13D/A | 53.50%56.0M shares | – | Nov 4, 2025 | SEC |
| Nov 5, 20254:13 PM ET | Markel Group Inc.SuperinvestorMarkel Group | 13D/A | 44.90%79.4M shares | −2.80 ppfrom 47.70% | Nov 4, 2025 | SEC |
| Sep 4, 202511:06 AM ET | Polar Capital Holdings Plcand 2 others | 13G/A | 5.85%5.31M shares | +5.85 ppfrom 0.00% | Jun 30, 2025 | SEC |
| Aug 15, 20258:59 PM ET | Hagerty Holding Corp. | 13D/A | 62.40%166.6M shares | −0.50 ppfrom 62.90% | Aug 13, 2025 | SEC |
| Aug 14, 20258:05 AM ET | Polar Capital Holdings Plcand 2 others | 13G/A | 0.00%0 shares | –Below 5% | Jun 30, 2025 | SEC |
| Aug 11, 20254:00 PM ET | Hagerty Holding Corp. | 13D/A | 62.90%167.8M shares | – | Aug 7, 2025 | SEC |
| Apr 18, 202510:42 AM ET | Markel Group Inc.SuperinvestorMarkel Group | 13D/A | 47.70%79.4M shares | – | Apr 16, 2025 | SEC |
| Feb 4, 20253:18 PM ET | Neuberger Berman Group LLCand 1 other | 13G | 5.30%4.73M shares | New | Dec 31, 2024 | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell Hagerty, Inc. shares.
No Form 144 notices for Hagerty, Inc. are on file.