Hagerty, Inc. (HGTY) Institutional Ownership & Insider Trading
127 institutions reported holding Hagerty, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 32 insider trades on Form 4 since 2025-10-01.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
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- Market cap
- 5.4B
- P/E TTM
- —
- Dividend yield
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- 52-week
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- Next earnings
- 3 Nov, in 10 days
Institutions · all 13F filers
quarter to 30 Jun 2026 · filers in both quarters127 institutions held 27.1% of the shares. Across filers that reported both quarters, shares held changed +3.5%.
Largest moves, shares (millions)
Institutional flow by quarter
net shares added or trimmed, millions · filers in both quarters| Quarter | Holders | Shares held, M | Change | Increased | New | Decreased | Closed |
|---|---|---|---|---|---|---|---|
| Jun 26 | 127 | 94 | +3.5% | 45 | 13 | 29 | 6 |
| Mar 26 | 116 | 91 | -0.7% | 26 | 14 | 36 | 14 |
| Dec 25 | 112 | 91 | +1.5% | 26 | 21 | 26 | 6 |
| Sep 25 | 96 | 90 | +17.9% | 36 | 15 | 16 | 7 |
| Jun 25 | 89 | 76 | +0.3% | 24 | 12 | 21 | 10 |
| Mar 25 | 87 | 76 | +0.9% | 23 | 6 | 24 | 10 |
| Dec 24 | 89 | 75 | +1.7% | 25 | 14 | 24 | 7 |
| Sep 24 | 77 | 74 | +3.9% | 27 | 10 | 12 | 5 |
Hagerty, Inc. — questions
- Who owns Hagerty, Inc. stock?
- 127 institutions reported Hagerty, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: STATE FARM MUTUAL AUTOMOBILE INSURANCE CO (14.9%), NEUBERGER BERMAN GROUP LLC (2.8%), T. Rowe Price Investment Management, Inc. (1.8%).
- Are Hagerty, Inc. insiders buying or selling?
- 32 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.
Every figure on this page comes from Hagerty, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.