Hagerty, Inc.
Total Trades
102
Buys
4
Sells
97
Largest Trade
N/A
Insiders
4
Institutional Funds
90
Inst. Value
$1M+
Activist Filings
23
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| KAUFFMAN ROBERT I | Director | SELL | $1K–$15K | 568 | $9.00 | Mar 25, 2024 |
| Harris Laurie | Director | SELL | $15K–$50K | 4K | $9.39 | Jun 23, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 90 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 51.8M | $1M+ | SH |
| Neuberger Berman Group LLC | 8.2M | $1M+ | SH |
| MARKEL GROUP INC. | 3.1M | $1M+ | SH |
| Greenhaven Road Investment Management, L.P. | 2.6M | $1M+ | SH |
| Pembroke Management, LTD | 2.2M | $1M+ | SH |
| Lincoln Capital LLC | 813K | $1M+ | SH |
| ROYCE & ASSOCIATES LP | 525K | $1M+ | SH |
| SCHOLTZ & COMPANY, LLC | 323K | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 321K | $1M+ | SH |
| STATE STREET CORP | 231K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 216K | $1M+ | SH |
| Gillson Capital LP | 202K | $1M+ | SH |
| OXFORD FINANCIAL GROUP, LTD. LLC | 170K | $1M+ | SH |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 166K | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 147K | $1M+ | SH |
| Connor, Clark & Lunn Investment Management Ltd. | 146K | $1M+ | SH |
| LPL Financial LLC | 115K | $1M+ | SH |
| BROWN ADVISORY INC | 109K | $1M+ | SH |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 103K | $1M+ | SH |
| UBS Group AG | 101K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
T. Rowe Price Investment Management, Inc.
SC 13G · Nov 14, 2025
5.7%
5.2M shares
State Farm Mutual Automobile Insurance Company
SC 13D/A · Nov 7, 2025
53.5%
56.0M shares
SC 13D/A · Nov 5, 2025
44.9%
79.4M shares
SC 13G/A · Sep 4, 2025
5.8%
5.3M shares
SC 13D/A · Aug 16, 2025
62.4%
166.6M shares
SC 13G/A · Aug 14, 2025
0.0%
0 shares
SC 13D/A · Aug 11, 2025
62.9%
167.8M shares
SC 13D/A · Apr 18, 2025
47.7%
79.4M shares
SC 13G · Feb 4, 2025
5.3%
4.7M shares
SC 13G · Nov 13, 2024
5.6%
5.0M shares
State Farm Mutual Automobile Insurance Company 2
SC 13D/A · Jul 10, 2024
62.3%
5.6B shares
SC 13D/A · Jul 8, 2024
47.9%
79.4M shares
State Farm Mutual Automobile Insurance Company 2
SC 13D/A · Jun 5, 2024
63.9%
6.3B shares
SC 13D/A · Jun 27, 2023
49.6%
80.1M shares
State Farm Mutual Automobile Insurance Company
SC 13D/A · Jun 23, 2023
64.8%
63.2M shares
State Farm Mutual Automobile Insurance Company
SC 13D/A · Mar 1, 2023
63.9%
59.0M shares
Wasatch Advisors LP 87-0319391
SC 13G/A · Feb 10, 2023
2.0%
1.7M shares
State Farm Mutual Automobile Insurance Company
SC 13D/A · Feb 10, 2023
63.9%
59.0M shares
and I.R.S. Identification No. State Farm Mutual Automobile Insurance Company 37-0533100
SC 13G/A · Jan 31, 2023
60.1%
50.0M shares
Wasatch Advisors, Inc. 87-0319391
SC 13G/A · Dec 12, 2022
4.4%
3.7M shares
Wasatch Advisors, Inc. 87-0319391
SC 13G · Jun 6, 2022
10.5%
8.8M shares
SC 13G/A · Feb 11, 2022
0.0%
0 shares
SC 13G · Feb 10, 2022
3.2%
2.7M shares