Hagerty Inc
Ownership
Ownership Structure
Who owns Hagerty Inc (HGTY)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 42.7% of the shares are freely tradable; institutional investors hold 90.5%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| State Farm Mutual Automobile Ins Co | 50.75 | 51,800,000 | +0.0 | 06/30/2026 |
| Neuberger Berman Group LLC | 8.54 | 8,721,368 | +5.5 | 03/31/2026 |
| Polar Capital Holdings PLC | 5.88 | 6,000,000 | +4.0 | 03/31/2026 |
| T. Rowe Price Investment Management,Inc. | 5.53 | 5,640,480 | -10.4 | 03/31/2026 |
| Pembroke Management Ltd | 3.34 | 3,405,852 | +96.0 | 06/30/2026 |
| Markel Group Inc | 3.05 | 3,108,000 | +0.0 | 06/30/2026 |
| Greenhaven Road Investment Management, L.P. | 2.32 | 2,369,978 | -9.4 | 03/31/2026 |
| Vanguard Capital Management, LLC | 1.83 | 1,867,573 | +0.0 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Polar Capital Global Ins A Inc | 5.96 | 6,000,000 | +0.0 | 07/31/2026 |
| Neuberger Genesis Inv | 5.14 | 5,179,892 | +7.0 | 06/30/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Markel Group Inc. | 10% Owner | 10,944,411 | 147,749,549 $ | Sep 11, 2026 | direct |
| Kauffman Robert I | Director | 674,097 | 9,100,310 $ | Sep 24, 2026 | indirect |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 24, 2026 | Kauffman Robert I | Director | Other | 74,000 | 0.00 | – |
| Sep 11, 2026 | Markel Group Inc. | 10% Owner | Other | 7,836,411 | – | – |
| Sep 11, 2026 | Hagerty Holding Corp. | 10% Owner | Sell | 1,387,500 | 11.47 | 15,917,400 |
| Sep 11, 2026 | Hagerty Holding Corp. | 10% Owner | Other | 1,387,500 | – | – |
| Sep 9, 2026 | Hagerty Holding Corp. | 10% Owner | Sell | 9,250,000 | 11.47 | 106,116,000 |
| Sep 9, 2026 | Hagerty Holding Corp. | 10% Owner | Other | 9,250,000 | – | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 28, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.