Company Analysis

Hagerty, Inc. (HGTY)

NYSE: HGTY · Insurance Agents, Brokers & Service · Traverse City, MI · filing with the SEC since 2021
Grade5.4
◀ Past 4.5● Present 5.7▶ Future 5.7
1 est.

Who owns Hagerty, Inc.

As filed with the SEC
Holders of 5% or more
6
Hagerty Holding Corp. holds 56.5% of Class A common stock, par value $0.0001 per share, as its SCHEDULE 13D/A filed Sep 11, 2026 says.
Directors and officers
17
report now, of 31 people on the record since 2021. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 6 named at left.
Holders of 5% or moreshare of the class, as filed
Hagerty Holding Corp.
SCHEDULE 13D/A · filed Sep 11, 2026 · Class A common stock, par value $0.0001 per share · 62.4% in Aug 15, 2025
56.5%
State Farm Mutual Automobile Insurance Company
SCHEDULE 13D/A · filed Nov 6, 2025 · Class A Common Stock, par value $0.0001 per share
53.5%
Markel Group Inc.
SCHEDULE 13D/A · filed Sep 14, 2026 · Class A Common Stock, par value $0.0001 per share · 44.8% in Apr 15, 2026
42%
Neuberger Berman Group LLC
SCHEDULE 13G/A · filed Oct 6, 2026 · COMMON · 5.3% in Feb 4, 2025
11.1%
Polar Capital Holdings Plc
SCHEDULE 13G/A · filed Sep 4, 2025 · Class A common stock, par value $0.0001 per share · 0% in Aug 14, 2025
5.85%
T. Rowe Price Investment Management, Inc.
5.7%
What HGTY reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Thg LLC
An entity · legal entity · owns, named in the 10-K filed Feb 26, 2026
Broad Arrow Group Inc
A company bought · acquisition · owns, named in the 10-K filed Feb 26, 2026
Speed Digital and Broad Arrow
A company bought · acquisition · owns, named in the 10-K filed Feb 26, 2026

49 subsidiaries in 6 countries, from the list filed with the 10-K filed Feb 26, 2026.

Insider tradesForm 4
12sales
3purchases
12sales on a scheduled plan
3people selling
$6.0Msold, in dollars
$300,000bought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2123242526
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window5 of 35 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Hagerty Holding Corp.10% owner4$287M00$0
Ahn KennethPresident, Hagerty Marketplace8$5.8M80$0
Delaney Kevin MChief Accounting Officer3$200,00030$0
Harris Lauriedirector1$100,00010$0
Kuczinski Anthony Jdirector0$003$300,000
SI Assistanton HGTY · research, not advice