Who Owns HAGERTY INC (HGTY)? -- Institutional Holders (2026-06-30)
132 institutions reported holding $1.10B of HAGERTY INC (HGTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: STATE FARM MUTUAL AUTOMOBILE INSURANCE CO ($617.5M), NEUBERGER BERMAN GROUP LLC ($113.6M), T. Rowe Price Investment Management, Inc. ($72.6M), Polar Capital Holdings Plc ($71.5M), VANGUARD GROUP INC ($46.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $617.5M | 51.8M | Hold |
| 2 | NEUBERGER BERMAN GROUP LLC | $113.6M | 9.5M | Added |
| 3 | T. Rowe Price Investment Management, Inc. | $72.6M | 6.1M | Added |
| 4 | Polar Capital Holdings Plc | $71.5M | 6.0M | Hold |
| 5 | VANGUARD GROUP INC | $46.2M | 3.9M | Added |
| 6 | Markel Group Inc. | $35.9M | 3.1M | Hold |
| 7 | Greenhaven Road Investment Management, L.P. | $22.2M | 1.9M | Trimmed |
| 8 | Pembroke Management, LTD | $20.3M | 1.7M | Trimmed |
| 9 | Lincoln Capital LLC | $11.6M | 973,651 | Added |
| 10 | BlackRock, Inc. | $8.6M | 718,484 | Added |
| 11 | ROYCE & ASSOCIATES LP | $6.3M | 525,000 | Hold |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $5.3M | 446,889 | Added |
| 13 | DIMENSIONAL FUND ADVISORS LP | $4.5M | 374,615 | Added |
| 14 | FIRST TRUST ADVISORS LP | $4.0M | 335,852 | New |
| 15 | SCHOLTZ & COMPANY, LLC | $3.7M | 308,405 | Trimmed |
| 16 | MORGAN STANLEY | $3.7M | 307,146 | Added |
| 17 | Gillson Capital LP | $3.3M | 276,949 | Added |
| 18 | STATE STREET CORP | $3.2M | 264,359 | Added |
| 19 | BROWN ADVISORY INC | $2.6M | 218,000 | Added |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.6M | 213,947 | Trimmed |
| 21 | Sixth Street Partners Management Company, L.P. | $2.6M | 213,947 | New |
| 22 | Woodline Partners LP | $2.5M | 212,918 | Trimmed |
| 23 | UBS Group AG | $2.5M | 205,591 | Trimmed |
| 24 | Garner Asset Management Corp | $2.1M | 172,825 | New |
| 25 | OXFORD FINANCIAL GROUP, LTD. LLC | $2.0M | 170,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30