Hagerty, Inc. HGTY

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17.03 USD +1.14 (+7.17%)

At closeNov 3, 2026, 4:00 PM EST

17.03 0.00 0.00%

After hours · Nov 3, 4:00 PM ET

16.14 Day range 17.23
9.36 52-week range 17.23
YTD
+26.71%
1 year
+50.84%

Held by funds

43 US ETFs and mutual funds hold HGTY · largest positions

Funds holding HGTY, by value held
FundValue heldWeight in fund
VTI $23.81M0.00%
VB $16.87M0.01%
VBK $9.39M0.02%
VXF $7.08M0.01%
FYC $5.88M0.44%
SCHA $3.93M0.02%
FSMAX $2.64M0.01%
NBSM $2.55M2.25%
DFAS $2.46M0.01%
FYX $1.95M0.14%
FSKAX $1.39M0.00%
DFMC $1.01M0.01%
AVSC $968.67K0.03%
NEWZ $690.00K3.34%
EES $534.02K0.08%
FAD $529.38K0.09%
VBINX $397.74K0.00%
DUSG $381.65K0.02%
SCHB $368.39K0.00%
VITPX $300.02K0.00%

Ownership

Held by insiders 3.98%
Held by institutions 94.01%
Float held by institutions 97.91%
Institutions 180

Top institutional holders

Top institutional holders
Holder% heldSharesValueReported
State Farm Mutual Automobile Insurance Co50.75%51,800,000880.08MJun 29, 2026
Neuberger Berman Group, LLC9.34%9,528,505161.89MJun 29, 2026
T. Rowe Price Investment Management, Inc.5.97%6,088,981103.45MJun 29, 2026
Polar Capital Holdings PLC5.88%6,000,000101.94MJun 29, 2026
Markel Group Inc3.04%3,108,00052.80MSep 29, 2026
Vanguard Capital Management LLC1.89%1,928,49232.77MJun 29, 2026

Top mutual fund holders

Top mutual fund holders
Holder% heldSharesValueReported
NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund6.02%6,144,561104.40MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund1.42%1,446,99724.58MJun 29, 2026
T. Rowe Price Small-Cap Value Fund, Inc.1.40%1,431,49724.32MJun 29, 2026
T. Rowe Price Small-Cap Stock Fund, Inc.1.30%1,323,24122.48MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund1.03%1,049,55417.83MJun 29, 2026
TR PRICE-Price (T.Rowe) U.S. Small-Cap Value Equity Trust0.91%930,90815.82MJun 29, 2026
HGTY insiders
InsiderRelationLatest transactionDateShares held
AHN KENNETHOfficerStock Award(Grant)Mar 31, 2026127,115
BRIGLIA JEFFREY EDWARDOfficerStock Award(Grant)Mar 31, 2026162,027
CHAFEY DIANA MOfficerStock Award(Grant)Oct 1, 202676,911
CHAMPAGNE COLLETTEOfficerStock Award(Grant)Mar 31, 2026270,207
DELANEY KEVIN MOfficerSaleJul 1, 202683,972
KAUFFMAN ROBERT IDirectorStock Award(Grant)Mar 31, 2026827,270