Hagerty, Inc. (HGTY) Ownership
HGTY ownership summary
as of October 18, 2026- Institutions
- 101.6% of shares outstanding
- Insiders
- 3.98% of shares outstanding
- Shares outstanding
- 111.3M
- Float
- 47.6M shares available to trade
- Short interest
- 3.00% 1.7M shares short
- Days to cover
- 2.70 short interest up 92.9% vs prior month
- Institutions 101.62%
- Insiders 3.98%
HGTY top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | State Farm Mutual Automobile Ins Co | 46.53% | 51.8M | $792.5M | — | June 30, 2026 |
| 2 | Neuberger Berman Group LLC | 8.56% | 9.5M | $145.8M | +807,137 (+9.3%) | June 30, 2026 |
| 3 | T. Rowe Price Investment Management,Inc. | 5.47% | 6.1M | $93.2M | +448,501 (+8.0%) | June 30, 2026 |
| 4 | Polar Capital Holdings PLC | 5.39% | 6.0M | $91.8M | — | June 30, 2026 |
| 5 | Pembroke Management Ltd | 3.06% | 3.4M | $52.1M | +1.7M (+96.0%) | June 30, 2026 |
| 6 | Markel Group Inc | 2.79% | 3.1M | $47.6M | — | June 30, 2026 |
| 7 | Vanguard Capital Management, LLC | 1.73% | 1.9M | $29.5M | +60,919 (+3.3%) | June 30, 2026 |
| 8 | Greenhaven Road Investment Management, L.P. | 1.68% | 1.9M | $28.5M | −504,548 (−21.3%) | June 30, 2026 |
| 9 | Vanguard Portfolio Management, LLC | 1.48% | 1.7M | $25.3M | +19,358 (+1.2%) | June 30, 2026 |
| 10 | Lincoln Capital LLC | 1.21% | 1.4M | $20.7M | +377,158 (+38.7%) | September 30, 2026 |
| 11 | BlackRock Inc | 0.65% | 718K | $11.0M | +28,391 (+4.1%) | June 30, 2026 |
| 12 | Royce & Associates, LP | 0.47% | 525K | $8.0M | — | June 30, 2026 |
| 13 | Geode Capital Management, LLC | 0.40% | 447K | $6.8M | +28,082 (+6.7%) | June 30, 2026 |
| 14 | Dimensional Fund Advisors, Inc. | 0.34% | 375K | $5.7M | +103,269 (+38.1%) | June 30, 2026 |
| 15 | First Trust Advisors L.P. | 0.30% | 336K | $5.1M | +335,852 (0.0%) | June 30, 2026 |
| 16 | Scholtz & Company LLC | 0.28% | 308K | $4.7M | −17,100 (−5.3%) | June 30, 2026 |
| 17 | Morgan Stanley - Brokerage Accounts | 0.28% | 307K | $4.7M | +9,994 (+3.4%) | June 30, 2026 |
| 18 | Gillson Capital LP | 0.25% | 277K | $4.2M | +74,937 (+37.1%) | June 30, 2026 |
| 19 | State Street Corp | 0.24% | 264K | $4.0M | +30,571 (+13.1%) | June 30, 2026 |
| 20 | Vanguard Fiduciary Trust Co | 0.21% | 239K | $3.7M | +4,063 (+1.7%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 14 holders added 4.0M shares and 2 cut 522K.
HGTY top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Polar Capital Global Ins A Inc | 5.39% | 6.0M | $91.8M | — | August 31, 2026 |
| 2 | Neuberger Genesis Inv | 4.65% | 5.2M | $79.3M | +337,214 (+7.0%) | June 30, 2026 |
| 3 | Vanguard MStar Total Stk Mkt Idx Invest | 1.30% | 1.4M | $22.1M | — | August 31, 2026 |
| 4 | T. Rowe Price Small-Cap Value | 1.25% | 1.4M | $21.3M | −12,736 (−0.9%) | August 31, 2026 |
| 5 | T. Rowe Price Small-Cap Stock | 1.19% | 1.3M | $20.2M | −880 (−0.1%) | August 31, 2026 |
| 6 | Vanguard Small Cap Index | 0.95% | 1.1M | $16.1M | +2,408 (+0.2%) | August 31, 2026 |
| 7 | T. Rowe Price Instl Small-Cap Stock | 0.62% | 693K | $10.6M | — | August 31, 2026 |
| 8 | Vanguard MStar Small Cap Growth Indx Inv | 0.54% | 602K | $9.2M | −2,596 (−0.4%) | August 31, 2026 |
| 9 | T. Rowe Price US Smlr Coms Eq A | 0.50% | 561K | $8.6M | −17,748 (−3.1%) | August 31, 2026 |
| 10 | BrighthouseII Neuberger Bermn Genesis A | 0.47% | 528K | $8.1M | +63,282 (+13.6%) | June 30, 2026 |
| 11 | Royce Small-Cap Trust | 0.44% | 486K | $7.4M | — | June 30, 2026 |
| 12 | Neuberger US Small Cap USD Instl Acc | 0.35% | 386K | $5.9M | — | June 30, 2026 |
| 13 | Pembroke Concentrated Class A | 0.30% | 336K | $5.1M | +335,760 (0.0%) | June 30, 2026 |
| 14 | Bridge Builder Tax Managed Sm/Md Cp | 0.25% | 276K | $4.2M | +131,231 (+90.5%) | September 30, 2026 |
| 15 | Pembroke American Growth Inc | 0.24% | 265K | $4.1M | +264,728 (0.0%) | June 30, 2026 |
| 16 | Schwab US Small-Cap ETF™ | 0.22% | 244K | $3.7M | +162 (+0.1%) | September 30, 2026 |
| 17 | Fidelity Extended Market Index | 0.16% | 181K | $2.8M | −974 (−0.5%) | August 31, 2026 |
| 18 | Neuberger Small-Mid Cap ETF | 0.15% | 163K | $2.5M | — | September 30, 2026 |
| 19 | First Trust Small Cap Gr AlphaDEX® ETF | 0.14% | 158K | $2.4M | +280 (+0.2%) | September 30, 2026 |
| 20 | Column Small Cap Select | 0.10% | 114K | $1.7M | +24,831 (+27.8%) | June 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
HGTY insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-07 | Laurie Harris | Sell | $11.01 | 5,531 | $60,896 |
| 2026-03-12 | Anthony J Kuczinski | Buy | $9.50 | 4,000 | $38,000 |
| 2026-01-26 | Kenneth Ahn | Sell | $12.41 | 50,000 | $620,500 |
| 2026-01-20 | Kenneth Ahn | Sell | $12.55 | 50,000 | $627,500 |
| 2026-01-12 | Kenneth Ahn | Sell | $12.86 | 50,000 | $643,000 |
| 2026-01-09 | Kenneth Ahn | Sell | $13.25 | 1,350 | $17,888 |
| 2026-01-07 | Kenneth Ahn | Sell | $13.08 | 24,247 | $317,151 |
| 2026-01-06 | Kenneth Ahn | Sell | $12.85 | 10,883 | $139,847 |
| 2026-01-05 | Kenneth Ahn | Sell | $12.79 | 164,870 | $2.1M |
| 2025-10-27 | Robert I Kauffman | Sell | $11.12 | 15,270 | $169,802 |
| 2025-10-24 | Robert I Kauffman | Sell | $11.16 | 14,731 | $164,398 |
| 2025-10-23 | Robert I Kauffman | Sell | $11.12 | 15,000 | $166,800 |
| 2025-10-22 | Robert I Kauffman | Sell | $11.18 | 9,495 | $106,154 |
| 2025-10-21 | Robert I Kauffman | Sell | $11.19 | 12,219 | $136,731 |
| 2025-10-20 | Robert I Kauffman | Sell | $11.20 | 8,286 | $92,803 |
| 2025-10-17 | Robert I Kauffman | Sell | $11.33 | 14,644 | $165,917 |
| 2025-10-16 | Robert I Kauffman | Sell | $11.64 | 23,392 | $272,283 |
| 2025-10-15 | Robert I Kauffman | Sell | $12.14 | 12,391 | $150,427 |
| 2025-10-14 | Robert I Kauffman | Sell | $12.16 | 55,524 | $675,172 |
| 2025-10-08 | Robert I Kauffman | Sell | $12.00 | 22,629 | $271,548 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
HGTY shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns HGTY
Institutional investors own 101.6% of Hagerty's shares and insiders 3.98%. The largest holder is State Farm Mutual Automobile Ins Co with 46.53% of the shares (51.8M), as of June 30, 2026. Among the top 20 institutions, 14 added shares and 2 reduced their stake in the latest filings. Short interest is 3.00% of the float, or 2.70 days of average trading volume. The share count rose 316.3% since 2020.
Related: HGTY analyst forecast, HGTY key metrics. See the HGTY stock overview for the latest quote and news.
HGTY ownership FAQ
Who owns the most Hagerty stock?
The largest shareholders of Hagerty are State Farm Mutual Automobile Ins Co (46.53%), Neuberger Berman Group LLC (8.56%), T. Rowe Price Investment Management,Inc. (5.47%), Polar Capital Holdings PLC (5.39%), Pembroke Management Ltd (3.06%).
What percentage of Hagerty is owned by institutions?
Institutions hold 101.6% of Hagerty's shares outstanding; insiders hold 3.98%.
Which funds own Hagerty?
The largest fund holders of Hagerty are Polar Capital Global Ins A Inc (5.39%), Neuberger Genesis Inv (4.65%), Vanguard MStar Total Stk Mkt Idx Invest (1.30%), T. Rowe Price Small-Cap Value (1.25%), T. Rowe Price Small-Cap Stock (1.19%).
What is Hagerty's short interest?
1.7M shares of Hagerty were sold short, 3.00% of the float; at the average daily volume it would take 2.70 days to cover.
Are insiders buying or selling Hagerty?
Of the latest 20 reported insider transactions in Hagerty (since October 8, 2025), 1 were purchases and 19 were sales.
How many shares of Hagerty are outstanding?
Hagerty has 111.3M shares outstanding, of which 47.6M are in the public float.