Hagerty, Inc. - Class A common stock, par value $0.0001 per share (HGTY)

Historical Holders from Q4 2021 to Q2 2025

Symbol
HGTY on NYSE
CUSIP
405166109
Type / Class
Equity / Class A common stock, par value $0.0001 per share
Shares outstanding
90.7M
All holders as of June 30, 2025
Q2 2025
Total 13F shares, excl. options
76.1M
Holdings value
$769M
% of all portfolios
0.001%
Grand Portfolio weight change
+0%
Number of holders
88
Number of buys
40
Number of sells
-38
Average Value change %
+0%
Average buys %
+0%
Average sells %
0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Hagerty, Inc. - Class A common stock, par value $0.0001 per share (HGTY)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Hagerty Holding Corp. 62.4% -0.79% $1.81B -$13.5M 167M -0.74% HAGERTY HOLDING CORP. Aug 13, 2025
MARKEL GROUP INC. 47.7% $695M 79.4M MARKEL GROUP INC. Apr 16, 2025
Polar Capital Holdings Plc 5.85% $57.8M 5.31M Polar Capital Holdings Plc Jun 30, 2025
Neuberger Berman Group LLC 5.3% $41.3M 4.73M Neuberger Berman Group LLC Dec 31, 2024

Institutional Holders of Hagerty, Inc. - Class A common stock, par value $0.0001 per share (HGTY)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q2 76.1M $769M +$3.57M $10.11 88
2025 Q1 75.8M $685M +$5.74M $9.04 87
2024 Q4 75.2M $725M +$12.1M $9.65 88
2024 Q3 73.9M $752M +$28.6M $10.17 78
2024 Q2 71.1M $739M +$14.8M $10.40 72
2024 Q1 69.7M $638M +$4.18M $9.15 73
2023 Q4 3.8M $29.6M -$395K $7.80 3
2023 Q3 68.7M $561M -$1.63M $8.17 71
2023 Q2 68.8M $644M +$33M $9.36 65
2023 Q1 65.4M $571M +$3.68M $8.74 60
2022 Q4 65.9M $554M -$9.95M $8.41 62
2022 Q3 67M $602M +$10.3M $8.99 52
2022 Q2 65.9M $757M +$27.7M $11.49 61
2022 Q1 63.6M $686M +$2.4M $10.79 49
2021 Q4 63.6M $896M +$894M $14.18 34