HAGERTY INC

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HGTY·405166109·US·Common Stock·Financial Services - Insurance - Property & Casualty-Activist

HGTY (HAGERTY INC) is held by 71 institutional investors as of Q2 2026. Largest holders: STATE FARM MUTUAL AUTOMOBILE INSURANCE CO ($617.5M), Neuberger Berman Group LLC ($113.6M), Polar Capital Holdings Plc ($71.5M). Net institutional sentiment: Mixed.

71

Holders

(5 Elite)

$949.7M

Total Value

58% (62)

Consensus

36 buying - 26 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)32

Insider (Form 4)64

Activist (13D/13G)53

Congressional (STOCK Act)70

Holder Quality

69

★★★★★

Elite

41

★★★★

Strong

77

★★★

Solid

35

★★

Below

10

★

Weak

Held by 71 funds

5 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders Oct 5, 2026 · Activists Oct 6, 2026 · Congress none

ActivistNeuberger Berman Group LLC11.1%Oct 6, 2026

InsiderMPMcClymont PatrickVest 1K shOct 2, 2026

InsiderCDChafey DianaVest 979 shOct 2, 2026

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Top Holders

Top Holders (71)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	Unchanged	51.8M	$617.5M	0.4%	+8.97%	0
Neuberger Berman Group LLC	Increased	9.5M(+9.3%)	$113.6M	0.1%	+48.61%	33
Polar Capital Holdings Plc	Unchanged	6M	$71.5M	0.2%	+59.82%	0
MARKEL GROUP INC.	Unchanged	3.1M	$35.9M	0.3%	+63.29%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	1.9M(+3.3%)	$23M	0.0%	+44.70%	29
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	1.7M(+1.2%)	$19.7M	0.0%	+45.07%	29
BlackRock, Inc.	Increased	718,484(+4.1%)	$8.6M	0.0%	+41.64%	29
ROYCE & ASSOCIATES LP	Unchanged	525,000	$6.3M	0.1%	+23.00%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	446,889(+6.7%)	$5.3M	0.0%	+38.83%	29
DIMENSIONAL FUND ADVISORS LP	Increased	374,615(+38.1%)	$4.5M	0.0%	+35.80%	35
FIRST TRUST ADVISORS LP	New	335,852	$4M	0.0%	+28.36%	37
MORGAN STANLEY	Increased	307,146(+3.4%)	$3.7M	0.0%	+26.83%	27
STATE STREET CORP	Increased	264,359(+13.1%)	$3.2M	0.0%	+35.71%	30
VFVANGUARD FIDUCIARY TRUST CO	Increased	238,881(+1.7%)	$2.8M	0.0%	+44.97%	27
BROWN ADVISORY INC	Increased	218,000(+100.0%)	$2.6M	0.0%	+20.66%	42
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	213,947(-1.6%)	$2.6M	0.0%	+41.97%	0
Woodline Partners LP	Decreased	212,918(-18.3%)	$2.5M	0.0%	+27.57%	0
UBS Group AG	Decreased	205,591(-40.6%)	$2.5M	0.0%	+43.82%	0
LPL Financial LLC	Increased	152,501(+8.0%)	$1.8M	0.0%	+64.13%	28
RAYMOND JAMES FINANCIAL INC	Increased	136,315(+8.2%)	$1.6M	0.0%	+43.57%	28

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HGTYHAGERTY INC

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer