Key facts
- · Holder: Neuberger Berman Group LLC · Percent: 11.1% · SCHEDULE 13G/A
- · Holder: Markel Group Inc. · Percent: 42% · SCHEDULE 13D/A
- · Holder: Hagerty Holding Corp. · Percent: 56.5% · SCHEDULE 13D/A
- · Holder: Markel Group Inc. · Percent: 44.8% · SCHEDULE 13D/A
- · Holder: T. Rowe Price Investment Management, Inc. · Percent: 5.7% · SCHEDULE 13G
Hagerty Inc CLass A has 11 Schedule 13D or 13G filings on record since 2025-08-11. 6 holders' latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Hagerty Holding Corp. | 56.5% | 155,914,656 | SCHEDULE 13D/A, 2026-09-11 | 2026-09-09 |
| State Farm Mutual Automobile Insurance Company | 53.5% | 56,040,881 | SCHEDULE 13D/A, 2025-11-06 | 2025-11-04 |
| Markel Group Inc. | 42% | 79,380,264 | SCHEDULE 13D/A, 2026-09-14 | 2026-09-11 |
| Neuberger Berman Group LLC | 11.1% | 11,276,836 | SCHEDULE 13G/A, 2026-10-06 | 2026-09-30 |
| Polar Capital Holdings Plc | 5.85% | 5,306,865 | SCHEDULE 13G/A, 2025-09-04 | 2025-06-30 |
| T. Rowe Price Investment Management, Inc. | 5.7% | 5,225,442 | SCHEDULE 13G, 2025-11-14 | 2025-09-30 |
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Purpose of Transaction (Item 4)
Hagerty Holding Corp.
The responses to Item 3 and Item 6 of this Schedule 13D are incorporated by reference herein. Hagerty Holding Corp., a Delaware close corporation ("HHC") acquired the shares of Class V common stock, par value $0.0001 per share ("Class V Common Stock"), of Hagerty, Inc. (the "issuer" or the "Company") for investment purposes. HHC expects to review from time to time its investment in the Company and, depending on its applicable legal, regulatory and contractual obligations (including as described in Item 6 herein), the Company's financial position, business prospects and investment strategy, and prevailing market, economic and industry conditions, HHC may in the future take such actions with respect to its investment in the Company as it deems appropriate, including, among other things: (i) purchasing shares of Class A common stock, par value $0.0001 per share ("Class A Common Stock"), of the Company, and other securities of the Company in the open market, in privately negotiated transactions or otherwise; (ii) surrendering shares of Class V Common Stock and limited liability company interests ("OpCo Units") of The Hagerty Group, LLC ("OpCo") in exchange for shares of Class A Common Stock or, at the option of the Company, cash, including, without limitation, as described in the following paragraph; or (iii) changing its intention with respect to any and all matters referred to in paragraphs (a) through (j), inclusive, of the instructions to Item 4 of Schedule 13D. During …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-09-11; the filing has the rest
Markel Group Inc.
Item 4 of the Schedule 13D is hereby amended and supplemented as follows: On September 11, 2026, in connection with the closing of an underwritten secondary offering of shares of Class A Common Stock by Hagerty Holding Corp. (the "September 2026 Secondary Offering"), and pursuant to the terms of the Amended and Restated Exchange Agreement, the Reporting Person exchanged 7,836,411 shares of Class V Common Stock and associated OpCo Units for, at the election of the Company, an equal number of shares of Class A Common Stock. In connection with the September 2026 Secondary Offering, the Reporting Person agreed to waive certain notice and participation rights afforded by the Amended and Restated Registration Rights Agreement (as defined and described in the Original Schedule 13D) solely with respect to the September 2026 Secondary Offering, and the Company and Reporting Person agreed that the September 2026 Secondary Offering would not count against or reduce the four (4) Shelf Underwritings (as defined in the Amended and Restated Registration Rights Agreement) demandable pursuant to Section 2.1.1(b) of the Amended and Restated Registration Rights Agreement. On September 9, 2026, in connection with the September 2026 Secondary Offering, the Reporting Person entered into a lock-up agreement with the representatives of the underwriters of the September 2026 Secondary Offering (the "September 2026 Lock-Up Agreement"), pursuant to which the Reporting Person agreed, subject to …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-09-14; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-11 | Hagerty Holding Corp. | 62.9% | SCHEDULE 13D/A |
| 2025-08-14 | Polar Capital Holdings Plc | 0% | SCHEDULE 13G/A |
| 2025-08-15 | Hagerty Holding Corp. | 62.4% | SCHEDULE 13D/A |
| 2025-09-04 | Polar Capital Holdings Plc | 5.85% | SCHEDULE 13G/A |
| 2025-11-05 | Markel Group Inc. | 44.9% | SCHEDULE 13D/A |
| 2025-11-06 | State Farm Mutual Automobile Insurance Company | 53.5% | SCHEDULE 13D/A |
| 2025-11-14 | T. Rowe Price Investment Management, Inc. | 5.7% | SCHEDULE 13G |
| 2026-04-15 | Markel Group Inc. | 44.8% | SCHEDULE 13D/A |
| 2026-09-11 | Hagerty Holding Corp. | 56.5% | SCHEDULE 13D/A |
| 2026-09-14 | Markel Group Inc. | 42% | SCHEDULE 13D/A |
| 2026-10-06 | Neuberger Berman Group LLC | 11.1% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.