HGTY institutional holders

HAGERTY INC A · 13F, 2026Q2

Managers holding127
Shares held93,920,085
Reported value$1.1bn
Quarter flows21 new, 46 added, 33 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO51,800,000$617.5m0.4%
NEUBERGER BERMAN GROUP LLC9,528,505$113.6m0.1%
T. Rowe Price Investment Management, Inc.6,088,981$72.6m0.0%
Polar Capital Holdings Plc6,000,000$71.5m0.2%
Pembroke Management, LTD3,405,852$40.6m2.9%
Markel Group Inc.3,108,000$35.9m0.3%
VANGUARD CAPITAL MANAGEMENT LLC1,928,492$23.0m0.0%
Greenhaven Road Investment Management, L.P.1,865,430$22.2m14.4%
VANGUARD PORTFOLIO MANAGEMENT LLC1,650,329$19.7m0.0%
Lincoln Capital LLC973,651$11.6m2.1%
BlackRock, Inc.718,484$8.6m0.0%
ROYCE & ASSOCIATES LP525,000$6.3m0.1%
GEODE CAPITAL MANAGEMENT, LLC446,889$5.3m0.0%
DIMENSIONAL FUND ADVISORS LP374,615$4.5m0.0%
FIRST TRUST ADVISORS LP335,852$4.0m0.0%
SCHOLTZ & COMPANY, LLC308,405$3.7m1.8%
MORGAN STANLEY307,146$3.7m0.0%
Gillson Capital LP276,949$3.3m0.2%
STATE STREET CORP264,359$3.2m0.0%
VANGUARD FIDUCIARY TRUST CO238,881$2.8m0.0%
BROWN ADVISORY INC218,000$2.6m0.0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC213,947$2.6m0.0%
Woodline Partners LP212,918$2.5m0.0%
UBS Group AG205,591$2.5m0.0%
Garner Asset Management Corp172,825$2.1m0.7%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HGTY"). HGTY price history · All 13F data

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