HAGERTY INC A

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

HGTY (HAGERTY INC A) 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

(3 Elite)

$948.9M

Total Value

59% (63)

Consensus

37 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

3 elite

Who's Trading

Source dates: Price Aug 31, 2026 · Insiders Jul 6, 2026 · Activists Apr 15, 2026 · Congress none

InsiderDMDELANEY KEVIN MSell $38KJul 2, 2026

ActivistMARKEL GROUP INC.44.8%Apr 15, 2026

InsiderHLHarris LaurieSell $61KApr 7, 2026

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Top Holders

Top Holders (71)History

AllNewIncreasedHeldDecreasedExited

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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%	-10.27%	0
Neuberger Berman Group LLC	Increased	9.5M(+9.3%)	$113.6M	0.1%	+31.53%	33
Polar Capital Holdings Plc	Unchanged	6M	$71.5M	0.2%	+40.27%	0
MARKEL GROUP INC.	Unchanged	3.1M	$35.9M	0.3%	+43.71%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	1.9M(+3.3%)	$23M	0.0%	+26.22%	29
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	1.7M(+1.2%)	$19.7M	0.0%	+26.54%	29
BlackRock, Inc.	Increased	718,484(+4.1%)	$8.6M	0.0%	+29.74%	29
ROYCE & ASSOCIATES LP	Unchanged	525,000	$6.3M	0.1%	+3.37%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	446,889(+6.7%)	$5.3M	0.0%	+22.69%	29
DIMENSIONAL FUND ADVISORS LP	Increased	374,615(+38.1%)	$4.5M	0.0%	+19.30%	35
FIRST TRUST ADVISORS LP	New	335,852	$4M	0.0%	+12.58%	37
MORGAN STANLEY	Increased	307,146(+3.4%)	$3.7M	0.0%	+12.53%	27
STATE STREET CORP	Increased	264,359(+13.1%)	$3.2M	0.0%	+34.86%	30
VFVANGUARD FIDUCIARY TRUST CO	Increased	238,881(+1.7%)	$2.8M	0.0%	+26.45%	27
BROWN ADVISORY INC	Increased	218,000(+100.0%)	$2.6M	0.0%	+5.96%	42
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	213,947(-1.6%)	$2.6M	0.0%	+25.55%	0
Woodline Partners LP	Decreased	212,918(-18.3%)	$2.5M	0.0%	+14.75%	0
UBS Group AG	Decreased	205,591(-40.6%)	$2.5M	0.0%	+26.82%	0
LPL Financial LLC	Increased	152,501(+8.0%)	$1.8M	0.0%	+44.15%	28
RAYMOND JAMES FINANCIAL INC	Increased	136,315(+8.2%)	$1.6M	0.0%	+27.46%	28

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HGTYHAGERTY INC A

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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