13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
HGTY

HAGERTY INC

127 institutions still hold HAGERTY INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 405166109·127 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.1%
vs prior quarter
13F value held
$864M
45.0% inst. owned
of float
Holders
127
+89 QoQ
filers reporting
Activity
+78 / −63
+803 added · −745 reduced
this quarter
Concentration
63.17%
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO #1
top holder share
AI Holders Summary · Q1 2026

127 institutions reported HGTY in Q1 2026. STATE FARM MUTUAL AUTOMOBILE INSURANCE CO leads at 63.2% of the visible book. +89 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
CIK 0000315032
$545M51.8M0.43%Q1 202602
Neuberger Berman Group LLC
CIK 0001465109
$92M8.7M0.07%Q1 202603
Polar Capital Holdings Plc
CIK 0001837309
$63M6.0M0.22%Q1 202604
MARKEL GROUP INC.
CIK 0001096343
$33M3.1M0.27%Q1 202605
Greenhaven Road Investment Management, L.P.
CIK 0001741129
$25M2.4M17.17%Q1 202606
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$20M1.9M0.00%Q1 202607
Pembroke Management, LTD
CIK 0001063497
$18M1.7M2.65%Q1 202608
Vanguard Portfolio Management
CIK 0002100121
$17M1.6M0.00%Q1 202609
Lincoln Capital LLC
CIK 0001633862
$10M951K1.90%Q1 202610
BlackRock, Inc.
CIK 0002012383
$7M690K0.00%Q1 202611
ROYCE & ASSOCIATES LP
CIK 0000906304
$6M525K0.05%Q1 202612
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$4M419K0.00%Q1 202613
UBS Group AG
CIK 0001610520
$4M346K0.00%Q1 202614
SCHOLTZ & COMPANY, LLC
CIK 0001606134
$3M326K1.75%Q1 202615
MORGAN STANLEY
CIK 0000895421
$3M297K0.00%Q1 202616
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$3M271K0.00%Q1 202617
Woodline Partners LP
CIK 0001784547
$3M261K0.01%Q1 202618
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$2M235K0.00%Q1 202619
STATE STREET CORP
CIK 0000093751
$2M234K0.00%Q1 202620
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$2M218K0.00%Q1 2026
Page 1 of 7
107 more holders available. Log in →