Hagerty, Inc.

HGTYNYSE

$13.93+0.10 (+0.72% today)

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

Hagerty, Inc. price and activity chart data

Showing the 1Y range: Oct 7, 2025 to Oct 7, 2026. Price (+17.0%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
State Farm Mutual Automobile Insurance Co	14.94%	$617M	0.42%	Not reported
Neuberger Berman Group LLC	2.75%	$114M	0.08%	Not reported
T. Rowe Price Investment Management, Inc.	1.76%	$72.6M	0.05%	Add 7.95%
Polar Capital Holdings Plc	1.73%	$71.5M	0.17%	Not reported
Pembroke Management, LTD	0.98%	$40.6M	2.88%	Add 95.96%
Markel Group Inc.	0.90%	$35.9M	0.27%	Not reported
Vanguard Capital Management LLC	0.56%	$23M	0.00%	Not reported
Greenhaven Road Investment Management, L.P.	0.54%	$22.2M	14.44%	Reduce 21.29%
Vanguard Portfolio Management LLC	0.48%	$19.7M	0.00%	Not reported
Lincoln Capital LLC	0.28%	$11.6M	2.07%	Add 2.42%
BlackRock, Inc.	0.21%	$8.56M	0.00%	Not reported
Royce & Associates LP	0.15%	$6.26M	0.05%	Not reported
Geode Capital Management, LLC	0.13%	$5.33M	0.00%	Not reported
Dimensional Fund Advisors LP	0.11%	$4.47M	0.00%	Not reported
First Trust Advisors LP	0.10%	$4M	0.00%	Not reported
Scholtz & Company, LLC	0.09%	$3.68M	1.84%	Reduce 5.25%
Morgan Stanley	0.09%	$3.66M	0.00%	Not reported
Gillson Capital LP	0.08%	$3.3M	0.19%	Add 37.10%
State Street Corp	0.08%	$3.15M	0.00%	Not reported
Vanguard Fiduciary Trust Co	0.07%	$2.85M	0.00%	Not reported
Brown Advisory Inc	0.06%	$2.6M	0.00%	Not reported
Charles Schwab Investment Management Inc	0.06%	$2.55M	0.00%	Not reported
Woodline Partners LP	0.06%	$2.54M	0.01%	Not reported
UBS Group AG	0.06%	$2.45M	0.00%	Not reported
Garner Asset Management Corp	0.05%	$2.06M	0.67%	New Not reported
Oxford Financial Group, Ltd. LLC	0.05%	$2.03M	0.10%	Not reported
LPL Financial LLC	0.04%	$1.82M	0.00%	Not reported
National Philanthropic Trust	0.04%	$1.79M	0.03%	Not reported
Raymond James Financial Inc	0.04%	$1.62M	0.00%	Not reported
Confluence Investment Management LLC	0.04%	$1.57M	0.02%	Reduce 6.24%
Palisade Capital Management, LP	0.03%	$1.41M	0.06%	Add 7.25%
Northern Trust Corp	0.03%	$1.31M	0.00%	Not reported
GABELLI & Co INVESTMENT ADVISERS, INC.	0.03%	$1.23M	0.18%	Not reported
Oppenheimer & Co Inc	0.03%	$1.07M	0.01%	New Not reported
Swiss National Bank	0.02%	$966K	0.00%	Not reported
Renaissance Technologies LLC	0.02%	$873K	0.00%	Not reported
Two Sigma Investments, LP	0.02%	$854K	0.00%	Not reported
Bristlecone Value Partners, LLC	0.02%	$716K	0.58%	Not reported
17 Capital Partners, LLC	0.02%	$653K	0.29%	Not reported
Goldman Sachs Group Inc	0.02%	$619K	0.00%	Not reported
Trexquant Investment LP	0.01%	$610K	0.00%	Not reported
D. E. Shaw & Co., Inc.	0.01%	$574K	0.00%	Not reported
American Century Companies Inc	0.01%	$553K	0.00%	Not reported
Bank of Montreal	0.01%	$552K	0.00%	Not reported
E. Ohman J:or Asset Management AB	0.01%	$550K	0.01%	Add 1.03%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.01%	$523K	0.00%	Not reported
Vident Advisory, LLC	0.01%	$510K	0.00%	Reduce 21.11%
Bank of New York Mellon Corp	0.01%	$465K	0.00%	Not reported
Schonfeld Strategic Advisors LLC	0.01%	$448K	0.00%	Not reported
AQR Capital Management LLC	0.01%	$434K	0.00%	Not reported

50 of 122 holders

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