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Hagerty, Inc. (HGTY) institutional ownership

Latest close $11.72 Jul 21, 2026
Market cap$909M 52-week range SectorFinancial Services
Funds holding · Q1 2026
99
reported HGTY position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
47 buyers · 52 sellers

Hagerty, Inc. (HGTY) price and institutional activity

Dates

Q1 2026

$0 bought by 47 investors
T. Rowe Price Investment Management, Inc.Neuberger Berman Group LLC +45 more
$0 sold by 52 investors
Pembroke Management, LtdGreenhaven Road Investment Management, L.P. +50 more
Bought Sold Totals per quarter; hover a bar for the names.

Hagerty, Inc. (HGTY) institutional activity · 99

Investor Type Est. change Change Δ Own Date
Pembroke Management, Ltd · Reduced
Change −489K Date Q1 2026
Pembroke Management, Ltd Reduced· Q1 2026 −489K Q1 2026
T. Rowe Price Investment Management, Inc. · Added
Change +484K Date Q1 2026
T. Rowe Price Investment Management, Inc. Added· Q1 2026 +484K Q1 2026
Neuberger Berman Group LLC · Added
Change +452K Date Q1 2026
Neuberger Berman Group LLC Added· Q1 2026 +452K Q1 2026
Vanguard · Added
Change +377K Date Q1 2026
Vanguard Added· Q1 2026 +377K Q1 2026
Greenhaven Road Investment Management, L.P. · Reduced
Change −247K Date Q1 2026
Greenhaven Road Investment Management, L.P. Reduced· Q1 2026 −247K Q1 2026
Polar Capital Holdings PLC · Added
Change +233K Date Q1 2026
Polar Capital Holdings PLC Added· Q1 2026 +233K Q1 2026
UBS Group AG · Added
Change +153K Date Q1 2026
UBS Group AG Added· Q1 2026 +153K Q1 2026
Lincoln Capital LLC · Added
Change +138K Date Q1 2026
Lincoln Capital LLC Added· Q1 2026 +138K Q1 2026
Dimensional · Added
Change +90K Date Q1 2026
Dimensional Added· Q1 2026 +90K Q1 2026
Two Sigma Advisers, LP · Exited
Change −79K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −79K −100.0% Q1 2026
Renaissance Technologies LLC Added· Q1 2026 +70K +79.2% Q1 2026
Confluence Investment Management LLC · Reduced
Change −56K Date Q1 2026
Confluence Investment Management LLC Reduced· Q1 2026 −56K Q1 2026
Palisade Capital Management, LP · Added
Change +54K Date Q1 2026
Palisade Capital Management, LP Added· Q1 2026 +54K Q1 2026
Trexquant Investment LP · Reduced
Change −51K Date Q1 2026
Trexquant Investment LP Reduced· Q1 2026 −51K Q1 2026
E. Ohman J:or Asset Management AB · New
Change +46K Date Q1 2026
E. Ohman J:or Asset Management AB New· Q1 2026 +46K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 99

Famous investor activity in Hagerty, Inc. (HGTY)

Hagerty, Inc. (HGTY) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Delaney Kevin M. · Officer Sell −$38K
Price $12.25 Qty −3K Owned 84K ΔOwn −3.6% Trade date Jul 2, 2026 Filed date Jul 6, 2026
Delaney Kevin M. Officer Sell $12.25 −3K −$38K 84K −3.6% Jul 2, 2026 Jul 6, 2026
Briglia Jeffrey Edward · Officer Tax withholding or exercise payment (F) -$59K
Price $12.06 Qty -5K Owned 157K ΔOwn −3.0% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Briglia Jeffrey Edward Officer Tax withholding or exercise payment (F) $12.06 -5K -$59K 157K −3.0% Jul 1, 2026 Jul 2, 2026
Bjornstad Henrik Waersted · Director Grant (A) 10K
Owned 10K Trade date Jul 1, 2026 Filed date Jul 2, 2026
Bjornstad Henrik Waersted Director Grant (A) 10K 10K Jul 1, 2026 Jul 2, 2026
Delaney Kevin M. · Officer Sell −$114K
Price $12.10 Qty −9K Owned 90K ΔOwn −9.5% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Delaney Kevin M. Officer Sell $12.10 −9K −$114K 90K −9.5% Jul 1, 2026 Jul 2, 2026
Delaney Kevin M. · Officer Tax withholding or exercise payment (F) -$30K
Price $12.06 Qty -3K Owned 87K ΔOwn −2.8% Trade date Jul 1, 2026 Filed date Jul 2, 2026
Delaney Kevin M. Officer Tax withholding or exercise payment (F) $12.06 -3K -$30K 87K −2.8% Jul 1, 2026 Jul 2, 2026
Delaney Kevin M. · Officer Sell −$11K
Price $12.01 Qty −905 Owned 99K ΔOwn −0.9% Trade date Jun 30, 2026 Filed date Jul 2, 2026
Delaney Kevin M. Officer Sell $12.01 −905 −$11K 99K −0.9% Jun 30, 2026 Jul 2, 2026
Kuczinski Anthony J. · Director Buy +$99K
Price $10.46 Qty +10K Owned 69K Trade date May 15, 2026 Filed date May 19, 2026
Kuczinski Anthony J. Director Buy $10.46 +10K +$99K 69K May 15, 2026 May 19, 2026
Harris Laurie · Director Sell −$61K
Price $11.01 Qty −6K Owned 37K Trade date Apr 7, 2026 Filed date Apr 8, 2026
Harris Laurie Director Sell $11.01 −6K −$61K 37K Apr 7, 2026 Apr 8, 2026
McClymont Patrick · CFO Grant (A) $10K
Price $10.13 Qty 962 Owned 337K Trade date Apr 2, 2026 Filed date Apr 3, 2026
McClymont Patrick CFO Grant (A) $10.13 962 $10K 337K Apr 2, 2026 Apr 3, 2026
Chafey Diana · Officer Grant (A) $12K
Price $10.13 Qty 1K Owned 77K Trade date Apr 2, 2026 Filed date Apr 3, 2026
Chafey Diana Officer Grant (A) $10.13 1K $12K 77K Apr 2, 2026 Apr 3, 2026
Kay Sabrina · Director Grant (A) 12K
Owned 54K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Kay Sabrina Director Grant (A) 12K 54K Apr 1, 2026 Apr 3, 2026
Harbert Randall Houston · Director Grant (A) 12K
Owned 46K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Harbert Randall Houston Director Grant (A) 12K 46K Apr 1, 2026 Apr 3, 2026
Kauffman Robert I. · Director Grant (A) 12K
Owned 79K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Kauffman Robert I. Director Grant (A) 12K 79K Apr 1, 2026 Apr 3, 2026
Swanson William H. · Director Grant (A) 12K
Owned 54K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Swanson William H. Director Grant (A) 12K 54K Apr 1, 2026 Apr 3, 2026
Kuczinski Anthony J. · Director Grant (A) 12K
Owned 59K Trade date Apr 1, 2026 Filed date Apr 3, 2026
Kuczinski Anthony J. Director Grant (A) 12K 59K Apr 1, 2026 Apr 3, 2026
15 of 99
15 of 99 Sign in to continue to older insider transactions.

Hagerty, Inc. (HGTY) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
State Farm Mutual Automobile Insurance Co 56.0M
% of shares outstanding 62.3% Filing date Jul 10, 2024
State Farm Mutual Automobile Insurance Co 56.0M 62.3% Jul 10, 2024
Hagerty Holding Corp. 176.0M
% of shares outstanding 52.8% Filing date Dec 15, 2021
Hagerty Holding Corp. 176.0M 52.8% Dec 15, 2021
Markel Group Inc. 79.4M
% of shares outstanding 47.9% Filing date Jul 8, 2024
Markel Group Inc. 79.4M 47.9% Jul 8, 2024
Neuberger Berman Group LLC 4.7M
% of shares outstanding 5.3% Filing date Feb 4, 2025
Neuberger Berman Group LLC 4.7M 5.3% Feb 4, 2025
Walton S Robson 2.7M
% of shares outstanding 3.2% Filing date Feb 10, 2022
Walton S Robson 2.7M 3.2% Feb 10, 2022
Wasatch Advisors Inc
% of shares outstanding 2.0% Filing date Feb 9, 2023
Wasatch Advisors Inc 2.0% Feb 9, 2023
Basso Capital Management, L.P.
% of shares outstanding 0.0% Filing date Feb 11, 2022
Basso Capital Management, L.P. 0.0% Feb 11, 2022
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Hagerty, Inc. (HGTY) ownership FAQ

Who owns HGTY?

99 reporting institutions disclosed HGTY position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.