$HGTY

$15.95 +$0.37 (2.37%) Close

$HGTY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 82.4M shares outstanding

Who owns HGTY?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 290.7%

Hagerty Holding Corp. 189.1% · State Farm Mutual Automobile Insurance Co 62.8%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

126

+9 vs last qtr

Net shares bought

+1.5M

by institutions in Q2 2026

New / sold out

20 / 11

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Neuberger Berman Group LLC +807.1K
T. Rowe Price Investment Management, Inc. +448.5K

Biggest sellers in Q2 2026

Greenhaven Road Investment Management, L.P. −504.5K
UBS Group AG −140.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.98M

12 notices from 3 people

Shares covered

470.3K

0.57% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Ahn Kenneth Officer 10b5-1 $5.75M
Delaney Kevin M Officer 10b5-1 $163K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2020–FY2021

+82227.0%

+82227.00% a year

Each share's claim on the business

−99.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs —

over 2 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years87% 1–3 years10% Under 1 year3%

Quarterly turnover

2.1%

of institutional shares changed hands

Top 10 managers, median time held

4 years

Super Investors

Investment managers reporting HGTY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SF State Farm Mutual Automobile Insurance Co 13D · 53.5%	51.8M	62.84%	Unchanged	2021	0.4%
Shares held by quarter Peak holding51.8M (Q3'24) Change over 8 quarters0 Share of the company62.840% Disclosed stake13D · 53.5% State Farm Mutual Automobile Insurance Co's full portfolio →
NB Neuberger Berman Group LLC	9.5M	11.56%	+807.1K (+9.3%)	2022	0.1%
Shares held by quarter Peak holding9.5M (Q2'26) Change over 8 quarters+5.3M Share of the company11.560% Neuberger Berman Group LLC's full portfolio →

State Farm Mutual Automobile Insurance Co

13D · 53.5%

51.8M

% of company

62.84%

Change vs last qtr

Unchanged

Held since

2021

Neuberger Berman Group LLC

9.5M

% of company

11.56%

Change vs last qtr

+807.1K (+9.3%)

Held since

2022

28 more super investors behind a free account

See every manager holding Hagerty Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting HGTY on Form N-PORT; together they hold 18.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
NG Neuberger Genesis Fund Neuberger Berman Equity Funds	$56.9M	4.8M	5.87%	0.66%	February 28, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$17.2M	1.4M	1.76%	0.00%	June 30, 2026

Neuberger Genesis Fund

Neuberger Berman Equity Funds

Position value

$56.9M

% of company

5.87%

% of the fund

0.66%

As of

February 28, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$17.2M

% of company

1.76%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Hagerty Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HH Hagerty Holding Corp. 5%+ holder 13D · 56.5%	155.9M	189.14%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company189.140% Disclosed stake13D · 56.5% View the 13D/G filing →

Hagerty Holding Corp.

5%+ holder13D · 56.5%

155.9M

% of company

189.14%

Change vs last qtr

—

Held since

—

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