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Hagerty Inc

HGTY
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12.390USD
+0.330+2.74%
Close 07/02, 13:00ETQuotes delayed by 15 min
1.24BMarket Cap
44.55P/E TTM

Shareholding Stats

Updated: Sun, May 10
Updated: Sun, May 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
State Farm Insurance Companies
50.88%
Neuberger Berman, LLC
8.12%
Polar Capital LLP
5.67%
T. Rowe Price Investment Management, Inc.
5.07%
Kauffman Robert I
4.08%
Other
26.18%
Shareholders
Shareholders
Proportion
State Farm Insurance Companies
50.88%
Neuberger Berman, LLC
8.12%
Polar Capital LLP
5.67%
T. Rowe Price Investment Management, Inc.
5.07%
Kauffman Robert I
4.08%
Other
26.18%
Shareholder Types
Shareholders
Proportion
Insurance Company
50.88%
Investment Advisor
18.37%
Investment Advisor/Hedge Fund
15.97%
Individual Investor
6.50%
Hedge Fund
4.51%
Research Firm
0.17%
Bank and Trust
0.10%
Pension Fund
0.07%
Other
3.43%

Institutional Shareholding

Updated: Wed, Apr 1
Updated: Wed, Apr 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2026Q1
220
95.05M
93.39%
+3.25M
2025Q4
199
90.32M
89.86%
+11.13M
2025Q3
185
78.90M
84.39%
+1.20M
2025Q2
193
82.30M
90.50%
-2.52M
2025Q1
196
84.42M
94.01%
-2.12M
2024Q4
200
83.93M
93.22%
+3.62M
2024Q3
191
82.48M
91.67%
+2.87M
2024Q2
188
79.55M
92.38%
+3.24M
2024Q1
182
72.47M
85.60%
-5.22M
2023Q4
184
72.27M
85.43%
-4.86M
View more

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
State Farm Insurance Companies
51.80M
51.25%
--
--
Dec 31, 2025
Neuberger Berman, LLC
8.27M
8.18%
+221.83K
+2.76%
Dec 31, 2025
Polar Capital LLP
5.77M
5.71%
-50.00K
-0.86%
Dec 31, 2025
T. Rowe Price Investment Management, Inc.
5.16M
5.1%
-58.90K
-1.13%
Dec 31, 2025
Kauffman Robert I
4.15M
4.1%
-1.44M
-25.75%
Apr 04, 2025
Markel-Gayner Asset Management Corp.
3.11M
3.08%
--
--
Dec 31, 2025
Greenhaven Road Investment Management, L.P.
2.62M
2.59%
-48.13K
-1.81%
Dec 31, 2025
Pembroke Management Ltd.
2.23M
2.2%
-34.24K
-1.51%
Dec 31, 2025
View more

Related ETFs

Updated: Sat, Dec 6
Updated: Sat, Dec 6
Name
Proportion
Neuberger Berman Small-Mid Cap ETF
1.72%
Motley Fool Next Index ETF
0.06%
WisdomTree US SmallCap Fund
0.04%
Strive Small-Cap ETF
0.02%
Schwab U.S. Small-Cap ETF
0.01%
John Hancock Multifactor Small Cap ETF
0.01%
Humankind US Stock ETF
0%
Schwab U.S. Broad Market ETF
0%
Dimensional US Core Equity 1 ETF
0%
DFA Dimensional US Sustainability Core 1 ETF
0%
View more
Neuberger Berman Small-Mid Cap ETF
Proportion1.72%
Motley Fool Next Index ETF
Proportion0.06%
WisdomTree US SmallCap Fund
Proportion0.04%
Strive Small-Cap ETF
Proportion0.02%
Schwab U.S. Small-Cap ETF
Proportion0.01%
John Hancock Multifactor Small Cap ETF
Proportion0.01%
Humankind US Stock ETF
Proportion0%
Schwab U.S. Broad Market ETF
Proportion0%
Dimensional US Core Equity 1 ETF
Proportion0%
DFA Dimensional US Sustainability Core 1 ETF
Proportion0%