Companies / Hagerty, Inc. / Institutional holders

Hagerty, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value ↓	Shares	% of shares
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	$696.19M	51,800,000	15.07%
Neuberger Berman Group LLC	$111.14M	8,269,620	2.41%
Polar Capital Holdings Plc	$77.51M	5,767,416	1.68%
VANGUARD GROUP INC	$45.91M	3,415,742	0.99%
Greenhaven Road Investment Management, L.P.	$35.17M	2,616,654	0.76%
Markel Group Inc	$32.73M	3,108,000	0.90%
Pembroke Management, LTD	$18.30M	1,738,006	0.51%
Lincoln Capital LLC	$10.92M	812,858	0.24%
BlackRock, Inc.	$8.56M	718,484	0.21%
ROYCE & ASSOCIATES LP	$7.06M	525,000	0.15%
FMR LLC	$4.67M	347,773	0.10%
Morgan Stanley	$4.47M	332,819	0.10%
GEODE CAPITAL MANAGEMENT, LLC	$4.41M	418,807	0.12%
SCHOLTZ & COMPANY, LLC	$4.35M	323,315	0.09%
Woodline Partners LP	$3.39M	252,530	0.07%
STATE STREET CORPORATION	$3.15M	264,359	0.08%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$2.90M	215,830	0.06%
CONFLUENCE INVESTMENT MANAGEMENT LLC	$2.65M	196,920	0.06%
UBS Group AG	$2.59M	192,631	0.06%
Dimensional Fund Advisors LP	$2.44M	181,448	0.05%
Garner Asset Management Corp	$2.06M	172,825	0.05%
Connor, Clark & Lunn Investment Management Ltd.	$1.97M	146,228	0.04%
LPL Financial LLC	$1.82M	152,501	0.04%
OXFORD FINANCIAL GROUP, LTD. LLC	$1.79M	170,000	0.05%
Renaissance Technologies LLC	$1.66M	157,668	0.05%
RAYMOND JAMES FINANCIAL INC	$1.61M	119,885	0.03%
Trexquant Investment LP	$1.55M	115,277	0.03%
NORTHERN TRUST CORP	$1.40M	104,020	0.03%
GABELLI & Co INVESTMENT ADVISERS, INC.	$1.39M	103,300	0.03%
PALISADE CAPITAL MANAGEMENT, LP	$1.16M	110,636	0.03%
BROWN ADVISORY INC	$1.15M	109,000	0.03%
Swiss National Bank	$1.07M	79,260	0.02%
TWO SIGMA ADVISERS, LP	$1.06M	79,200	0.02%
TD ASSET MANAGEMENT INC	$1.05M	100,184	0.03%
TWO SIGMA INVESTMENTS, LP	$964.4K	91,582	0.03%
D. E. Shaw & Co., Inc.	$911.4K	86,554	0.03%
THE GOLDMAN SACHS GROUP, INC.	$753.1K	56,035	0.02%
17 CAPITAL PARTNERS, LLC	$739.2K	55,000	0.02%
Vident Advisory, LLC	$738.3K	54,931	0.02%
Bristlecone Value Partners, LLC	$632.8K	60,093	0.02%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$607.7K	45,216	0.01%
Millennium Management LLC	$554.0K	52,608	0.02%
CPPIB Crestone Peak Resources Canada Inc.	$536.0K	50,900	0.01%
Citadel Advisors LLC	$514.9K	38,308	0.01%
Bank of New York Mellon Corp/The	$418.4K	39,730	0.01%
JANE STREET GROUP, LLC	$405.5K	30,168	0.01%
Meixler Investment Management, Ltd.	$391.1K	29,100	0.01%
Schonfeld Strategic Advisors LLC	$359.1K	26,718	0.01%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	$351.8K	33,406	0.01%
Barclays PLC	$340.5K	25,333	0.01%