As of November 6, 2026, Hagerty, Inc. is a publicly traded company (NYSE: HGTY). Hagerty Holding Corp. reports holding 56.5%, a majority of its shares. No bankruptcy or receivership appears in its SEC Form 8-K filings. Passive holders reporting on Schedule 13G include Neuberger Berman Group LLC (11.1%), Polar Capital Holdings Plc (5.85%), T. Rowe Price (5.7%) (Schedule 13D/A, September 11, 2026).
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Is Hagerty, Inc. a real, registered company?
- Hagerty Inc CLass A files with the SEC under CIK 1840776 (its SEC filings).
- Its shares are listed under the ticker HGTY on NYSE (SEC company record).
- Incorporated in Delaware; business address in Traverse City, Michigan, as its SEC filings state.
- Court and bankruptcy records: see Before you sign or pay below.
Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under Hagerty, Inc. in our court records and SEC 8-K records (as of 2026-11-06).
- Leadership changes: the latest reported is Michael R. Heaton (Form 8-K filed 2026-04-15). Check you are dealing with the people now in charge.
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names Neuberger Berman Group LLC (filed 2026-10-06).
Who are Hagerty, Inc.'s owners and officers?
Hagerty, Inc.: incorporated in Delaware; business address in Traverse City, Michigan; industry Insurance Agents, Brokers & Service (Schedule 13G/A, 2026-10-06).
Officers and directors, each with the role and the filing that names them:
- : Executive Officer, Director (Form D, 2023-07-05)
- : Executive Officer (Form D, 2023-07-05)
- : Director (Form D, 2023-07-05)
- : Director (Form D, 2023-07-05)
- : Director (Form D, 2023-07-05)
- : Director (Form D, 2023-07-05)
- : Director (Form D, 2023-07-05)
- : Director (Form D, 2023-07-05)
- : Director (Form D, 2023-07-05)
- : Director (Form D, 2023-07-05)
- : Executive Officer (Form D, 2023-07-05)
- : Executive Officer (Form D, 2023-07-05)
| Report | Holder | Share |
|---|---|---|
| Schedule 13G/A, 2026-10-06 | Neuberger Berman Group LLC | 11.1% |
| Schedule 13D/A, 2026-09-14 | Markel Group Inc. | 42% |
| Schedule 13D/A, 2026-09-11 | Hagerty Holding Corp. | 56.5% |
| Schedule 13D/A, 2026-04-15 | Markel Group Inc. | 44.8% |
| Schedule 13G, 2025-11-14 | T. Rowe Price Investment Management, Inc. | 5.7% |
| Schedule 13D/A, 2025-11-06 | State Farm Mutual Automobile Insurance Company | 53.5% |
| Schedule 13D/A, 2025-11-05 | Markel Group Inc. | 44.9% |
| Schedule 13G/A, 2025-09-04 | Polar Capital Holdings PLC | 5.85% |
| Schedule 13D/A, 2025-08-15 | Hagerty Holding Corp. | 62.4% |
| Schedule 13G/A, 2025-08-14 | Polar Capital Holdings PLC | 0% |
| Schedule 13D/A, 2025-08-11 | Hagerty Holding Corp. | 62.9% |
Questions about who owns Hagerty, Inc.
Who owns Hagerty, Inc.?
On this page, 6 holders' latest ownership filings report 5% or more of Hagerty, Inc.: Hagerty Holding Corp. (56.5%, Schedule 13D/A, filed 2026-09-11), State Farm Mutual Automobile Insurance Company (53.5%, Schedule 13D/A, filed 2025-11-06), Markel Group Inc. (42%, Schedule 13D/A, filed 2026-09-14), Neuberger Berman Group LLC (11.1%, Schedule 13G/A, filed 2026-10-06) and Polar Capital Holdings PLC (5.85%, Schedule 13G/A, filed 2025-09-04); 1 more is listed above.
Who are the largest shareholders of Hagerty, Inc.?
By the share each holder's latest filing reports, the largest holders of Hagerty, Inc. on this page are Hagerty Holding Corp. (56.5%), State Farm Mutual Automobile Insurance Company (53.5%) and Markel Group Inc. (42%).
When did Hagerty Holding Corp. buy into Hagerty, Inc.?
The filings give report dates, not purchase dates. The earliest filing from Hagerty Holding Corp. on this page is the Schedule 13D/A, filed 2025-08-11, reporting 62.9%; its latest, Schedule 13D/A filed 2026-09-11, reports 56.5%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 11 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
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What They Do, And How The Money Works
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Sources
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| Filed | Person | Role | Change | Effective |
|---|---|---|---|---|
| Form 8-K, 2026-04-15 | Michael R. Heaton | departed |
Which insiders own Hagerty, Inc. shares?
Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.
- Markel Group Inc., a 10% owner: 10,944,411 shares (Form 4, 2026-09-14).
- , the chief executive and a director: 1,037,740 shares (Form 4, 2026-04-03).
- , a director: 753,270 shares, 79,173 held directly and 674,097 indirectly (Form 4, 2026-09-25).
- , a director: 468,573 shares, 54,173 held directly and 414,400 indirectly (Form 4, 2026-04-03).
- , the chief financial officer: 337,986 shares (Form 4, 2026-10-05).
Shares only: the company's cover page does not give one share count for a single class, so no percentage is worked out.
How much has Hagerty, Inc. raised?
| Filed | Sold | Offered |
|---|---|---|
| Form D, 2023-07-05 | $80M | $80M |
Keep reading
More on Hagerty, Inc. and the records around it.
Hagerty, Inc. elsewhere on the record
- 5%+ stake filings Oct 2026
- Leadership changes Jul 2026
Companies that share a holder
- Polar Capital Holdings Plc also filed stake reports on 3 other companies: Arcutis Biotherapeutics, Inc. (Aug 2026), Verastem, Inc. (Jul 2026), ENLIVEN THERAPEUTICS, INC. (Jun 2026)
- State Farm Mutual Automobile Insurance Company also filed stake reports on 3 other companies: ADT, INC. (Aug 2026)
- Neuberger Berman Group LLC also filed stake reports on 37 other companies: Stock Yards Bancorp, Inc. (Nov 2026), TRANSCAT INC (Nov 2026), Xperi Inc. (Oct 2026)
Related pages
Filings, cases and notices link to their records. A not-found line names the records searched; it is not proof of absence.
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