Hagerty, Inc.
Hagerty, Inc. (HGTY) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · HGTY · as of Sep 30, 2025
Ownership Breakdown
98
Institutional Holders
▲ 8 vs Q2
$1.08B
Total Inst. Value
▲ $311.01M vs Q2
343.35M
Shares Outstanding
freeFloat 92.87%
89.72M
13F Shares Held
▲ 13.64M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
HGTY largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO insurance agents, brokers & service | 51.80M | 57.11% | 57.11% | $623.67B | Nov 12, 2025 | — held |
NEUBERGER BERMAN GROUP LLC insurance agents, brokers & service | 8.05M | 8.87% | 8.87% | $96.90B | Nov 12, 2025 | ▲ 2.49M |
POLAR CAPITAL HOLDINGS PLC insurance agents, brokers & service | 5.82M | 6.41% | 6.41% | $70.04B | Nov 14, 2025 | ▲ 498.4K |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. insurance agents, brokers & service | 5.22M | 5.75% | 5.75% | $62.80B | Nov 14, 2025 | ▲ 5.16M |
VANGUARD GROUP INC insurance agents, brokers & service | 3.46M | 3.81% | 3.81% | $41.61B | Nov 7, 2025 | ▲ 843.4K |
MARKEL GROUP INC. insurance agents, brokers & service | 3.11M | 3.43% | 3.43% | $37.45B | Oct 31, 2025 | — held |
GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. insurance agents, brokers & service | 2.66M | 2.94% | 2.94% | $32.08B | Dec 1, 2025 | ▲ 853.2K |
PEMBROKE MANAGEMENT, LTD insurance agents, brokers & service | 2.26M | 2.49% | 2.49% | $27.22B | Oct 28, 2025 | ▲ 1.27M |
LINCOLN CAPITAL LLC insurance agents, brokers & service | 787.4K | 86.81% | 86.81% | $9.44B | Nov 5, 2025 | ▲ 180.1K |
BLACKROCK, INC. insurance agents, brokers & service | 648.3K | 71.48% | 71.48% | $7.81B | Nov 12, 2025 | ▲ 178.8K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
29
Increased
+13.12M shares6
New Positions
first time holders10
Decreased
−180.4K shares0
Sold Out
fully exitedNet shares change (top 50)
+12.94M
+13.12M / −180.4K
Net new holders
+25
6 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
HGTY insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
17
Buy transactions
8
Sell transactions
2.13
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Kuczinski Anthony J director | May 15, 2026 | Purchase | 9,500 | $10.46 | $99.4K | 68.6K | Form 4 ↗ |
Harris Laurie director | Apr 7, 2026 | Sale | 5,531 | $11.01 | $60.9K | 36.7K | Form 4 ↗ |
Kay Sabrina director | Apr 1, 2026 | Award | 11,871 | — | — | 54.2K | Form 4 ↗ |
Harbert Randall Houston director | Apr 1, 2026 | Award | 11,871 | — | — | 45.8K | Form 4 ↗ |
KAUFFMAN ROBERT I director | Apr 1, 2026 | Award | 11,871 | — | — | 79.2K | Form 4 ↗ |
SWANSON WILLIAM H director | Apr 1, 2026 | Award | 11,871 | — | — | 54.2K | Form 4 ↗ |
Kuczinski Anthony J director | Apr 1, 2026 | Award | 11,871 | — | — | 59.1K | Form 4 ↗ |
Ahn Kenneth President, Hagerty Marketplace | Apr 1, 2026 | Award | 23,149 | — | — | 136.7K | Form 4 ↗ |
Ahn Kenneth President, Hagerty Marketplace | Apr 1, 2026 | Tax Withhold | 9,627 | $10.66 | $102.6K | 127.1K | Form 4 ↗ |
Hagerty McKeel Chief Executive Officer | Apr 1, 2026 | Tax Withhold | 82,868 | $10.66 | $883.4K | 1.04M | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Hagerty, Inc. (HGTY) is primarily owned by institutional investors, who hold approximately 26.1% of total shares outstanding. Company insiders own approximately 7.13%, while retail and public investors account for the remaining 66.74%.
The largest institutional shareholder of Hagerty, Inc. is STATE FARM MUTUAL AUTOMOBILE INSURANCE CO, holding approximately 51.80 million shares — equal to 57.11% of outstanding shares — as of September 30, 2025.
A total of 98 institutional investors currently hold HGTY stock, with a combined institutional value of approximately $1.08 billion as of the most recent 13F filing period.
Frequently asked questions
HGTY ownershipHagerty, Inc. (HGTY) is primarily owned by institutional investors, who hold approximately 26.1% of shares. The largest shareholder is STATE FARM MUTUAL AUTOMOBILE INSURANCE CO with a 57.11% stake. Company insiders hold 7.13%. Data sourced from SEC Form 13F as of September 30, 2025.