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Hagerty Inc (HGTY)

CUSIP: 405166109 | NYSE | Financial Services · Insurance - Property & Casualty | Mid Cap | 250 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ANeuberger Berman Group LLC
with Neuberger Berman Investment Advisers LLC, Neuberger Berman Genesis Fund
11,276,83611.1%New 5%+ stakeSep 30, 202692d ahead of 13F (9,528,505 sh) · +1,748,331
13D/AHagerty Holding Corp.155,914,65656.5%New 5%+ stakeSep 9, 2026No 13F filer matched
13G/ANeuberger Berman Group LLC11,276,836
11.1% of class · Sep 30, 2026New 5%+ stake
with Neuberger Berman Investment Advisers LLC, Neuberger Berman Genesis Fund
92d ahead of 13F (9,528,505 sh) · +1,748,331
13D/AHagerty Holding Corp.155,914,656
56.5% of class · Sep 9, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Markel Group Inc.3,108,000
0.3% of portfolio›$41.8M
Pembroke Management, LTD1,755,856
2.9% of portfolio›$23.6M
Lincoln Capital LLC1,350,809
3.2% of portfolio›$18.2M
Dimensional Fund Advisors LP455,115
0.0% of portfolio›$6.1M
Garner Asset Management Corp172,825
0.9% of portfolio›$2.8M
Confluence Investment Management LLC101,756
0.0% of portfolio›$1.4M
Oppenheimer & Co Inc86,548
0.0% of portfolio›$1.2M
E. Ohman J:or Asset Management AB48,047
0.0% of portfolio›$646.7K
Meixler Investment Management, Ltd.24,750
0.2% of portfolio›$333.1K
Citadel Investment Advisory, Inc.16,300
0.1% of portfolio›$219.0K
Citigroup Inc15,634
0.0% of portfolio›$210.4K
Arizona State Retirement System11,543
0.0% of portfolio›$155.4K
Vise Technologies, Inc.10,290
0.0% of portfolio›$138.5K
State of Alaska, Department of Revenue4,129
0.0% of portfolio›$55
EverSource Wealth Advisors, LLC1,531
0.0% of portfolio›$20.6K
Trust Co of Vermont1,300
0.0% of portfolio›$17.5K
Covestor Ltd845
0.0% of portfolio›$11
Farther Finance Advisors, LLC575
0.0% of portfolio›$7.7K
Essential Partners LLC345
0.0% of portfolio›$4.6K
Signaturefd, LLC201
0.0% of portfolio›$2.7K
DeDora Capital, Inc.200
0.0% of portfolio›$2.7K
Bare Financial Services, Inc170
0.0% of portfolio›$2.3K
SJS Investment Consulting Inc.156
0.0% of portfolio›$2.1K
Root Financial Partners, LLC148
0.0% of portfolio›$2.0K
Blue Trust, Inc.76
0.0% of portfolio›$1.0K
IFP Advisors, Inc66
0.0% of portfolio›$888
Caitong International Asset Management Co., Ltd47
0.0% of portfolio›$633
Parallel Advisors, LLC35
0.0% of portfolio›$471
Gamma Investing LLC31
0.0% of portfolio›$417
Ascentis Wealth Management, LLC23
0.0% of portfolio›$309
Fortitude Family Office, LLC14
0.0% of portfolio›$188
Creative Capital Management Investments LLC12
0.0% of portfolio›$162
JFS Wealth Advisors, LLC9
0.0% of portfolio›$122
Bay Harbor Wealth Management, LLC4
0.0% of portfolio›$54
Center for Financial Planning, Inc.3
0.0% of portfolio›$40
DecisionPoint Financial, LLC2
0.0% of portfolio›$27
Signature Resources Capital Management, LLC1
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Markel Group Inc.
3,108,000$41.8M0.3%CoreVery LowGlen Allen, VA2026-10-30
Pembroke Management, LTD
1,755,856$23.6M2.9%GARPMediumMontreal, Austria2026-10-21
Lincoln Capital LLC
1,350,809$18.2M3.2%CoreVery LowLincoln, NE2026-10-09
Dimensional Fund Advisors LP
455,115$6.1M0.0%IndexLowAustin, TX2026-11-04
Garner Asset Management Corp
172,825$2.8M0.9%CoreLowPlano, TX2026-10-30
Confluence Investment Management LLC
101,756$1.4M0.0%ValueMediumSt. Louis, MO2026-10-01
Oppenheimer & Co Inc
86,548$1.2M0.0%CoreLowNew York, NY2026-10-26
E. Ohman J:or Asset Management AB
48,047$646.7K0.0%GrowthMediumStockholm, Sweden2026-10-22
Meixler Investment Management, Ltd.
24,750$333.1K0.2%YieldMediumShow Low, AZ2026-11-03
Citadel Investment Advisory, Inc.
16,300$219.0K0.1%ValueVery LowChesterland, OH2026-10-15
Citigroup Inc
15,634$210.4K0.0%CoreMediumNew York, NY2026-11-04
Arizona State Retirement System
11,543$155.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Vise Technologies, Inc.
10,290$138.5K0.0%IndexLowNew York, NY2026-10-29
State of Alaska, Department of Revenue
4,129$550.0%CoreVery LowJuneau, AK2026-10-15
EverSource Wealth Advisors, LLC
1,531$20.6K0.0%CoreMediumBirmingham, AL2026-11-04
Trust Co of Vermont
1,300$17.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Covestor Ltd
845$110.0%ValueHighLondon, United Kingdom2026-10-30
Farther Finance Advisors, LLC
575$7.7K0.0%IndexLowSan Francisco, CA2026-10-08
Essential Partners LLC
345$4.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Signaturefd, LLC
201$2.7K0.0%IndexLowAtlanta, GA2026-10-23
DeDora Capital, Inc.
200$2.7K0.0%ETFVery LowNapa, CA2026-10-26
Bare Financial Services, Inc
170$2.3K0.0%ETFVery LowGap, PA2026-11-04
SJS Investment Consulting Inc.
156$2.1K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
148$2.0K0.0%ETFMediumEncinitas, CA2026-10-21
Blue Trust, Inc.
76$1.0K0.0%ETFLowBrentwood, TN2026-10-15
IFP Advisors, Inc
66$8880.0%GrowthLowTampa, FL2026-10-16
Caitong International Asset Management Co., Ltd
47$6330.0%GrowthVery HighHong Kong, South Korea2026-10-29
Parallel Advisors, LLC
35$4710.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
31$4170.0%IndexVery LowFoster City, CA2026-10-08
Ascentis Wealth Management, LLC
23$3090.0%Agg GrowthLowDallas, TX2026-11-03
Fortitude Family Office, LLC
14$1880.0%ETFMediumScottsdale, AZ2026-10-14
Creative Capital Management Investments LLC
12$1620.0%ETFLowSan Diego, CA2026-10-28
JFS Wealth Advisors, LLC
9$1220.0%ETFVery LowHermitage, PA2026-11-03
Bay Harbor Wealth Management, LLC
4$540.0%ETFMediumHunt Valley, MD2026-11-03
Center for Financial Planning, Inc.
3$400.0%ETFLowSouthfied, MI2026-10-26
DecisionPoint Financial, LLC
2$270.0%ETFVery LowMesa, AZ2026-10-27
Signature Resources Capital Management, LLC
1$130.0%ETFLowNewport Beach, CA2026-10-16