Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Hagerty, Inc.

CIK 0001840776HGTY· quarter ending 2026-06-30

Shares outstanding

343,622,679

as of 2026-07-24 · 10-Q cover page, filed 2026-08-05

Held by 13F filers

93,914,839

92.0% of Common Class A

Holders

126

+9 vs 2026-03-31 · 20 new, 11 exited

Value

$1.1B

shares +3.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-05, as of 2026-07-24)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common Class A	HGTY · NYSE	102,070,523	93,914,839	92.0%	126	405166109
Common Class V	not listed	241,552,156	—	—

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	405166109	CL A COM	126	93,914,839	102,070,523	92.0%	$1.1B	2 call / 1 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (126 of 126 · 405166109)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	51,800,000	50.75%	$617.5M	—
2	NEUBERGER BERMAN GROUP LLC	9,528,505	9.34%	$113.6M	+807,137 (+9.3%)
3	T. Rowe Price Investment Management, Inc.	6,088,981	5.97%	$72.6M	+448,501 (+8.0%)
4	Polar Capital Holdings Plc	6,000,000	5.88%	$71.5M	—
5	Pembroke Management, LTD	3,405,852	3.34%	$40.6M	+1,667,846 (+96.0%)
6	Markel Group Inc.	3,108,000	3.04%	$35.9M	—
7	VANGUARD CAPITAL MANAGEMENT LLC	1,928,492	1.89%	$23.0M	+60,919 (+3.3%)
8	Greenhaven Road Investment Management, L.P.	1,865,430	1.83%	$22.2M	-504,548 (-21.3%)
9	VANGUARD PORTFOLIO MANAGEMENT LLC	1,650,329	1.62%	$19.7M	+19,358 (+1.2%)
10	Lincoln Capital LLC	973,651	0.95%	$11.6M	+22,999 (+2.4%)
11	BlackRock, Inc.	718,484	0.70%	$8.6M	+28,391 (+4.1%)
12	ROYCE & ASSOCIATES LP	525,000	0.51%	$6.3M	—
13	GEODE CAPITAL MANAGEMENT, LLC	446,889	0.44%	$5.3M	+28,082 (+6.7%)
14	DIMENSIONAL FUND ADVISORS LP	374,615	0.37%	$4.5M	+103,269 (+38.1%)
15	FIRST TRUST ADVISORS LP	335,852	0.33%	$4.0M	NEW
16	SCHOLTZ & COMPANY, LLC	308,405	0.30%	$3.7M	-17,100 (-5.3%)
17	MORGAN STANLEY	307,146	0.30%	$3.7M	+9,994 (+3.4%)
18	Gillson Capital LP	276,949	0.27%	$3.3M	+74,937 (+37.1%)
19	STATE STREET CORP	264,359	0.26%	$3.2M	+30,571 (+13.1%)
20	VANGUARD FIDUCIARY TRUST CO	238,881	0.23%	$2.8M	+4,063 (+1.7%)
21	BROWN ADVISORY INC	218,000	0.21%	$2.6M	+109,000 (+100.0%)
22	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	213,947	0.21%	$2.6M	-3,575 (-1.6%)
23	Woodline Partners LP	212,918	0.21%	$2.5M	-47,626 (-18.3%)
24	UBS Group AG	205,591	0.20%	$2.5M	-140,367 (-40.6%)
25	Garner Asset Management Corp	172,825	0.17%	$2.1M	NEW
26	OXFORD FINANCIAL GROUP, LTD. LLC	170,000	0.17%	$2.0M	—
27	LPL Financial LLC	152,501	0.15%	$1.8M	+11,252 (+8.0%)
28	National Philanthropic Trust	150,000	0.15%	$1.8M	—
29	RAYMOND JAMES FINANCIAL INC	136,315	0.13%	$1.6M	+10,350 (+8.2%)
30	CONFLUENCE INVESTMENT MANAGEMENT LLC	132,055	0.13%	$1.6M	-8,786 (-6.2%)
31	PALISADE CAPITAL MANAGEMENT, LP	118,657	0.12%	$1.4M	+8,021 (+7.2%)
32	NORTHERN TRUST CORP	109,722	0.11%	$1.3M	+4,304 (+4.1%)
33	GABELLI & Co INVESTMENT ADVISERS, INC.	103,300	0.10%	$1.2M	—
34	TD Asset Management Inc	100,184	0.10%	$1.2M	—
35	OPPENHEIMER & CO INC	89,417	0.09%	$1.1M	NEW
36	Swiss National Bank	81,060	0.08%	$966K	+1,800 (+2.3%)
37	RENAISSANCE TECHNOLOGIES LLC	73,268	0.07%	$873K	-84,400 (-53.5%)
38	TWO SIGMA INVESTMENTS, LP	71,610	0.07%	$854K	-19,972 (-21.8%)
39	Connor, Clark & Lunn Investment Management Ltd.	69,127	0.07%	$824K	-46,907 (-40.4%)
40	Bristlecone Value Partners, LLC	60,093	0.06%	$716K	—
41	17 CAPITAL PARTNERS, LLC	54,765	0.05%	$653K	—
42	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	54,662	0.05%	$652K	+21,256 (+63.6%)
43	GOLDMAN SACHS GROUP INC	51,909	0.05%	$619K	+18,342 (+54.6%)
44	Trexquant Investment LP	51,162	0.05%	$610K	-13,568 (-21.0%)
45	D. E. Shaw & Co., Inc.	48,129	0.05%	$574K	-38,425 (-44.4%)
46	AMERICAN CENTURY COMPANIES INC	46,365	0.05%	$553K	+15,451 (+50.0%)
47	BANK OF MONTREAL /CAN/	46,332	0.05%	$552K	+13,000 (+39.0%)
48	E. Ohman J:or Asset Management AB	46,106	0.05%	$550K	+469 (+1.0%)
49	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	43,868	0.04%	$523K	-1,348 (-3.0%)
50	Vident Advisory, LLC	42,815	0.04%	$510K	-11,457 (-21.1%)
51	Bank of New York Mellon Corp	39,004	0.04%	$465K	-726 (-1.8%)
52	Schonfeld Strategic Advisors LLC	37,562	0.04%	$448K	+12,204 (+48.1%)
53	AQR CAPITAL MANAGEMENT LLC	36,414	0.04%	$434K	+14,739 (+68.0%)
54	CITADEL ADVISORS LLC	32,337	0.03%	$385K	+19,729 (+156.5%)
55	VANGUARD ASSET MANAGEMENT, Ltd	30,538	0.03%	$364K	—
56	ROYAL BANK OF CANADA	27,562	0.03%	$329K	-6 (-0.0%)
57	Dockside LLC	25,965	0.03%	$310K	NEW
58	BARCLAYS PLC	25,614	0.03%	$305K	+281 (+1.1%)
59	Meixler Investment Management, Ltd.	25,525	0.03%	$304K	-725 (-2.8%)
60	Legal & General Group Plc	25,520	0.03%	$304K	+7,556 (+42.1%)
61	BANK OF AMERICA CORP /DE/	24,020	0.02%	$286K	NEW
62	CANADA PENSION PLAN INVESTMENT BOARD	22,400	0.02%	$267K	-28,500 (-56.0%)
63	HSBC HOLDINGS PLC	21,642	0.02%	$258K	—
64	Painted Porch Advisors LLC	18,638	0.02%	$222K	—
65	KLP KAPITALFORVALTNING AS	16,900	0.02%	$201K	—
66	XTX Topco Ltd	16,040	0.02%	$191K	-829 (-4.9%)
67	Zurcher Kantonalbank (Zurich Cantonalbank)	15,362	0.02%	$183K	+9,515 (+162.7%)
68	Vanguard Global Advisers, LLC	15,266	0.01%	$182K	—
69	Waverly Advisors, LLC	15,045	0.01%	$179K	NEW
70	CAZ INVESTMENTS LP	15,000	0.01%	$179K	+7,500 (+100.0%)
71	Jupiter Topco LLC	14,933	0.01%	$178K	NEW
72	Sequoia Financial Advisors, LLC	14,247	0.01%	$170K	NEW
73	MILLENNIUM MANAGEMENT LLC	14,182	0.01%	$169K	-38,426 (-73.0%)
74	Steward Partners Investment Advisory, LLC	13,434	0.01%	$160K	—
75	Vanguard Investments Australia, Ltd.	13,277	0.01%	$158K	—
76	R Squared Ltd	12,635	0.01%	$151K	NEW
77	VICTORY CAPITAL MANAGEMENT INC	11,320	0.01%	$135K	+190 (+1.7%)
78	ARIZONA STATE RETIREMENT SYSTEM	11,155	0.01%	$133K	+94 (+0.8%)
79	MANUFACTURERS LIFE INSURANCE COMPANY, THE	10,844	0.01%	$129K	-37 (-0.3%)
80	WCM INVESTMENT MANAGEMENT, LLC	10,023	0.01%	$118K	—
81	IFP Advisors, Inc	3,055	0.00%	$36K	-7 (-0.2%)
82	MRP Capital Investments, LLC	3,000	0.00%	$36K	-2,000 (-40.0%)
83	Ancora Advisors LLC	2,357	0.00%	$28K	-2,126 (-47.4%)
84	SIMPLEX TRADING, LLC	2,059	0.00%	$25K	+1,729 (+523.9%)
85	WELLS FARGO & COMPANY/MN	1,612	0.00%	$19K	+1,511 (+1496.0%)
86	DEUTSCHE BANK AG\	1,571	0.00%	$19K	-2,807 (-64.1%)
87	Center for Financial Planning, Inc.	1,503	0.00%	$18K	—
88	JONES FINANCIAL COMPANIES LLLP	1,495	0.00%	$18K	+995 (+199.0%)
89	CITIGROUP INC	1,471	0.00%	$18K	-458 (-23.7%)
90	EverSource Wealth Advisors, LLC	1,464	0.00%	$17K	-1,608 (-52.3%)
91	TRUST CO OF VERMONT	1,300	0.00%	$15K	NEW
92	GW&K Investment Management, LLC	1,025	0.00%	$12K	—
93	Geneos Wealth Management Inc.	1,000	0.00%	$12K	—
94	Covestor Ltd	881	0.00%	$11K	NEW
95	FMR LLC	838	0.00%	$10K	+819 (+4310.5%)
96	JPMORGAN CHASE & CO	740	0.00%	$9K	-1,782 (-70.7%)
97	Rockefeller Capital Management L.P.	720	0.00%	$9K	NEW
98	OSAIC HOLDINGS, INC.	554	0.00%	$7K	-812 (-59.4%)
99	Farther Finance Advisors, LLC	507	0.00%	$6K	-1 (-0.2%)
100	Arax Advisory Partners	441	0.00%	$5K	+440 (+44000.0%)
101	Tower Research Capital LLC (TRC)	400	0.00%	$5K	-123 (-23.5%)
102	Essential Partners LLC	342	0.00%	$4K	+333 (+3700.0%)
103	BNP PARIBAS FINANCIAL MARKETS	238	0.00%	$3K	-19 (-7.4%)
104	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	193	0.00%	$2K	NEW
105	Bare Financial Services, Inc	150	0.00%	$2K	—
106	Atlantic Union Bankshares Corp	150	0.00%	$2K	—
107	Parallel Advisors, LLC	132	0.00%	$2K	+123 (+1366.7%)
108	SJS Investment Consulting Inc.	121	0.00%	$1K	+118 (+3933.3%)
109	Allworth Financial LP	102	0.00%	$1K	-16 (-13.6%)
110	SIGNATUREFD, LLC	96	0.00%	$1K	—
111	Quarry LP	77	0.00%	$918	NEW
112	FIDUCIARY FINANCIAL ADVISORS	72	0.00%	$847	NEW
113	CVA Family Office, LLC	56	0.00%	$668	+41 (+273.3%)
114	Rialto Wealth Management, LLC	56	0.00%	$668	+54 (+2700.0%)
115	GAMMA Investing LLC	31	0.00%	$370	—
116	Keating Financial Advisory Services, Inc.	26	0.00%	$310	+25 (+2500.0%)
117	Fortitude Family Office, LLC	24	0.00%	$286	+18 (+300.0%)
118	Clearstead Advisors, LLC	13	0.00%	$156	NEW
119	Creative Capital Management Investments LLC	12	0.00%	$143	NEW
120	JFS WEALTH ADVISORS, LLC	9	0.00%	$108	—
121	HFM Investment Advisors, LLC	6	0.00%	$72	+4 (+200.0%)
122	LRI Investments, LLC	3	0.00%	$36	NEW
123	Bay Harbor Wealth Management, LLC	3	0.00%	$36	—
124	Navigoe, LLC	3	0.00%	$0	NEW
125	DecisionPoint Financial, LLC	2	0.00%	$25	NEW
126	ROTHSCHILD INVESTMENT LLC	2	0.00%	$24	-5 (-71.4%)

Exited since 2026-03-31 (11 filers; largest 11 shown)

JT Stratford LLC	−38,112
Yorktown Management & Research Co Inc	−20,100
JANUS HENDERSON GROUP PLC	−14,933
LOS ANGELES CAPITAL MANAGEMENT LLC	−6,668
CWM, LLC	−315
Root Financial Partners, LLC	−74
Blue Trust, Inc.	−67
MAI Capital Management	−57
GROUP ONE TRADING LLC	−43
Vermillion Wealth Management, Inc.	−3
RAFFA WEALTH MANAGEMENT, LLC	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Neuberger Berman Genesis Fund	SCHEDULE 13G/A	2026-10-06	2026-09-30	6,144,561	6.1%
Neuberger Berman Group LLC	SCHEDULE 13G/A	2026-10-06	2026-09-30	11,276,836	11.1%
Neuberger Berman Investment Advisers LLC	SCHEDULE 13G/A	2026-10-06	2026-09-30	11,063,945	10.8%
MARKEL GROUP INC.	SCHEDULE 13D/A	2026-09-14	2026-09-11	79,380,264	42%
HAGERTY HOLDING CORP.	SCHEDULE 13D/A	2026-09-11	2026-09-09	155,914,656	56.5%
T. Rowe Price Investment Management, Inc.	SCHEDULE 13G	2025-11-14	2025-09-30	5,225,442	5.7%
State Farm Mutual Automobile Insurance Company	SCHEDULE 13D/A	2025-11-06	2025-11-04	56,040,881	53.5%
Polar Capital Funds PLC - Biotechnology Fund	SCHEDULE 13G/A	2025-09-04	2025-06-30	5,306,865	5.85%
Polar Capital Holdings Plc	SCHEDULE 13G/A	2025-09-04	2025-06-30	5,306,865	5.85%
Polar Capital LLP	SCHEDULE 13G/A	2025-09-04	2025-06-30	5,306,865	5.85%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.