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	Sixth Street Partners Management Company, L.P.	$2.6M	213,947	New
21	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.6M	213,947	Trimmed
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