TRAVERSE CITY, MI
HAGERTY, INC.HGTY— Latest position per institution from SEC 13F filings
15
Institutional holders
92.15M
Total shares held
916.61M
Estimated value
4.61M
Avg. position size
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
CIK 315032
Shares
51.80M
Value
545.45M
Filed
Mar 31, 2026
NEUBERGER BERMAN GROUP LLC
CIK 1465109
Shares
8.72M
Value
91.84M
Filed
Mar 31, 2026
POLAR CAPITAL HOLDINGS PLC
CIK 1837309
Shares
6M
Value
63.18M
Filed
Mar 31, 2026
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
CIK 1897612
Shares
5.64M
Value
59.40K
Filed
Mar 31, 2026
VANGUARD GROUP INC
CIK 102909
Shares
3.42M
Value
45.91M
Filed
Dec 31, 2025
MARKEL GROUP INC.
CIK 1096343
Shares
3.11M
Value
32.73M
Filed
Mar 31, 2026
GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P.
CIK 1741129
Shares
2.37M
Value
24.96M
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
1.87M
Value
19.67M
Filed
Mar 31, 2026
PEMBROKE MANAGEMENT, LTD
CIK 1063497
Shares
1.74M
Value
18.30M
Filed
Mar 31, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
1.63M
Value
17.17M
Filed
Mar 31, 2026
WORKING CAPITAL ADVISORS (UK) LTD.
CIK 1807878
Shares
985.24K
Value
8.05M
Filed
Sep 30, 2023
LINCOLN CAPITAL LLC
CIK 1633862
Shares
950.65K
Value
10.01M
Filed
Mar 31, 2026
BLACKROCK, INC.
CIK 2012383
Shares
690.09K
Value
7.27M
Filed
Mar 31, 2026
WASATCH ADVISORS LP
CIK 814133
Shares
658.40K
Value
5.75M
Filed
Mar 31, 2023
ROYCE & ASSOCIATES LP
CIK 906304
Shares
525K
Value
5.53M
Filed
Mar 31, 2026
FENIMORE ASSET MANAGEMENT INC
CIK 884566
Shares
498.99K
Value
4.51M
Filed
Mar 31, 2025
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
456.36K
Value
4.75M
Filed
Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
418.81K
Value
4.41M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
345.96K
Value
3.64M
Filed
Mar 31, 2026
SCHOLTZ & COMPANY, LLC
CIK 1606134
Shares
325.50K
Value
3.43M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 315032 | 51.80M | 545.45M | Mar 31, 2026 |
| 2 | NEUBERGER BERMAN GROUP LLC | 1465109 | 8.72M | 91.84M | Mar 31, 2026 |
| 3 | POLAR CAPITAL HOLDINGS PLC | 1837309 | 6M | 63.18M | Mar 31, 2026 |
| 4 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1897612 | 5.64M | 59.40K | Mar 31, 2026 |
| 5 | VANGUARD GROUP INC | 102909 | 3.42M | 45.91M | Dec 31, 2025 |
| 6 | MARKEL GROUP INC. | 1096343 | 3.11M | 32.73M | Mar 31, 2026 |
| 7 | GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 1741129 | 2.37M | 24.96M | Mar 31, 2026 |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 1.87M | 19.67M | Mar 31, 2026 |
| 9 | PEMBROKE MANAGEMENT, LTD | 1063497 | 1.74M | 18.30M | Mar 31, 2026 |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 1.63M | 17.17M | Mar 31, 2026 |
| 11 | WORKING CAPITAL ADVISORS (UK) LTD. | 1807878 | 985.24K | 8.05M | Sep 30, 2023 |
| 12 | LINCOLN CAPITAL LLC | 1633862 | 950.65K | 10.01M | Mar 31, 2026 |
| 13 | BLACKROCK, INC. | 2012383 | 690.09K | 7.27M | Mar 31, 2026 |
| 14 | WASATCH ADVISORS LP | 814133 | 658.40K | 5.75M | Mar 31, 2023 |
| 15 | ROYCE & ASSOCIATES LP | 906304 | 525K | 5.53M | Mar 31, 2026 |
| 16 | FENIMORE ASSET MANAGEMENT INC | 884566 | 498.99K | 4.51M | Mar 31, 2025 |
| 17 | BLACKROCK FINANCE, INC. | 1364742 | 456.36K | 4.75M | Jun 30, 2024 |
| 18 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 418.81K | 4.41M | Mar 31, 2026 |
| 19 | UBS GROUP AG | 1610520 | 345.96K | 3.64M | Mar 31, 2026 |
| 20 | SCHOLTZ & COMPANY, LLC | 1606134 | 325.50K | 3.43M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.