TRAVERSE CITY, MI
HAGERTY, INC.HGTY— Latest position per institution from SEC 13F filings
15
Institutional holders
93.38M
Total shares held
1.03B
Estimated value
4.67M
Avg. position size
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
CIK 315032
Shares
51.80M
Value
617.46M
Filed
Jun 30, 2026
NEUBERGER BERMAN GROUP LLC
CIK 1465109
Shares
9.53M
Value
113.58M
Filed
Jun 30, 2026
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.
CIK 1897612
Shares
6.09M
Value
72.58K
Filed
Jun 30, 2026
POLAR CAPITAL HOLDINGS PLC
CIK 1837309
Shares
6M
Value
71.52M
Filed
Jun 30, 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
35.90M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
1.93M
Value
22.99M
Filed
Jun 30, 2026
GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P.
CIK 1741129
Shares
1.87M
Value
22.24M
Filed
Jun 30, 2026
PEMBROKE MANAGEMENT, LTD
CIK 1063497
Shares
1.70M
Value
20.30M
Filed
Jun 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
1.65M
Value
19.67M
Filed
Jun 30, 2026
WORKING CAPITAL ADVISORS (UK) LTD.
CIK 1807878
Shares
985.24K
Value
8.05M
Filed
Sep 30, 2023
LINCOLN CAPITAL LLC
CIK 1633862
Shares
973.65K
Value
11.61M
Filed
Jun 30, 2026
BLACKROCK, INC.
CIK 2012383
Shares
718.48K
Value
8.56M
Filed
Jun 30, 2026
WASATCH ADVISORS LP
CIK 814133
Shares
658.40K
Value
5.75M
Filed
Mar 31, 2023
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
CIK 1081019
Shares
651.57K
Value
54.66K
Filed
Jun 30, 2026
ROYCE & ASSOCIATES LP
CIK 906304
Shares
525K
Value
6.26M
Filed
Jun 30, 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
446.89K
Value
5.33M
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
374.62K
Value
4.47M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 315032 | 51.80M | 617.46M | Jun 30, 2026 |
| 2 | NEUBERGER BERMAN GROUP LLC | 1465109 | 9.53M | 113.58M | Jun 30, 2026 |
| 3 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1897612 | 6.09M | 72.58K | Jun 30, 2026 |
| 4 | POLAR CAPITAL HOLDINGS PLC | 1837309 | 6M | 71.52M | Jun 30, 2026 |
| 5 | VANGUARD GROUP INC | 102909 | 3.42M | 45.91M | Dec 31, 2025 |
| 6 | MARKEL GROUP INC. | 1096343 | 3.11M | 35.90M | Jun 30, 2026 |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 1.93M | 22.99M | Jun 30, 2026 |
| 8 | GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 1741129 | 1.87M | 22.24M | Jun 30, 2026 |
| 9 | PEMBROKE MANAGEMENT, LTD | 1063497 | 1.70M | 20.30M | Jun 30, 2026 |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 1.65M | 19.67M | Jun 30, 2026 |
| 11 | WORKING CAPITAL ADVISORS (UK) LTD. | 1807878 | 985.24K | 8.05M | Sep 30, 2023 |
| 12 | LINCOLN CAPITAL LLC | 1633862 | 973.65K | 11.61M | Jun 30, 2026 |
| 13 | BLACKROCK, INC. | 2012383 | 718.48K | 8.56M | Jun 30, 2026 |
| 14 | WASATCH ADVISORS LP | 814133 | 658.40K | 5.75M | Mar 31, 2023 |
| 15 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | 651.57K | 54.66K | Jun 30, 2026 |
| 16 | ROYCE & ASSOCIATES LP | 906304 | 525K | 6.26M | Jun 30, 2026 |
| 17 | FENIMORE ASSET MANAGEMENT INC | 884566 | 498.99K | 4.51M | Mar 31, 2025 |
| 18 | BLACKROCK FINANCE, INC. | 1364742 | 456.36K | 4.75M | Jun 30, 2024 |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 446.89K | 5.33M | Jun 30, 2026 |
| 20 | DIMENSIONAL FUND ADVISORS LP | 354204 | 374.62K | 4.47M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.