# HAGERTY INC CL A COM

HAGERTY INC CL A COM is a security (CUSIP 405166109) tracked across SEC portfolio filings. 122 institutional managers reported $909.0M on Form 13F as of 2026-06-30; 12 registered fund positions totaling $49.6M via N-PORT as of 2026-05-31.

## Summary

- Issuer: HAGERTY INC
- Class: CL A COM
- CUSIP: 405166109
- Asset category: EC
- 13F holders: 122
- 13F value: $909.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 12
- N-PORT value: $49.6M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 122 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | BLOOMINGTON, IL | $545.5M | 51,800,000 |
| NEUBERGER BERMAN GROUP LLC | NEW YORK, NY | $91.8M | 8,721,368 |
| [Polar Capital Holdings Plc](https://search.stillhousedata.com/firm/136133) | London, X0 | $63.2M | 6,000,000 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $45.9M | 3,415,742 |
| Markel Group Inc. | Glen Allen, VA | $35.9M | 3,108,000 |
| [Greenhaven Road Investment Management, L.P.](https://search.stillhousedata.com/firm/288555) | GREENWICH, CT | $25.0M | 2,369,978 |
| [Pembroke Management, LTD](https://search.stillhousedata.com/firm/155405) | Montreal, A8 | $20.3M | 1,702,926 |
| [Lincoln Capital LLC](https://search.stillhousedata.com/firm/168307) | LINCOLN, NE | $11.6M | 973,651 |
| BlackRock, Inc. | New York, NY | $7.3M | 690,093 |
| [ROYCE & ASSOCIATES LP](https://search.stillhousedata.com/firm/107689) | New York, NY | $5.5M | 525,000 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $4.4M | 418,807 |
| UBS Group AG | Zurich, V8 | $3.6M | 345,958 |
| [SCHOLTZ & COMPANY, LLC](https://search.stillhousedata.com/firm/107363) | STAMFORD, CT | $3.4M | 325,505 |
| MORGAN STANLEY | NEW YORK, NY | $3.1M | 297,152 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $2.9M | 271,346 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [T. Rowe Price Small-Cap Value Fund, Inc.](https://search.stillhousedata.com/fund/S000002121) | T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | $15.1M | 16.43% |
| [T. Rowe Price Small-Cap Stock Fund, Inc.](https://search.stillhousedata.com/fund/S000002120) | T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | $13.9M | 17.28% |
| [T. Rowe Price Institutional Small-Cap Stock Fund](https://search.stillhousedata.com/fund/S000002094) | T. Rowe Price Equity Funds, Inc. | $7.3M | 16.83% |
| ROYCE SMALL-CAP TRUST, INC. | ROYCE SMALL-CAP TRUST, INC. | $5.1M | 22.93% |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $4.4M | 0.54% |
| [Bridge Builder Tax Managed Small/Mid Cap Fund](https://search.stillhousedata.com/fund/S000076295) | Bridge Builder Trust | $2.1M | 6.92% |
| [T. Rowe Price Spectrum Moderate Growth Allocation Fund](https://search.stillhousedata.com/fund/S000002138) | T. ROWE PRICE SPECTRUM FUNDS II, INC. | $457K | 1.06% |
| ROYCE GLOBAL TRUST, INC. | ROYCE GLOBAL TRUST, INC. | $414K | 40.06% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $300K | 0.40% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $259K | 0.04% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $217K | 0.07% |
| [Blackstone Alternative Multi-Strategy Fund](https://search.stillhousedata.com/fund/S000045538) | Blackstone Alternative Investment Funds | $11K | 0.03% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/405166109.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.