HGTYHagerty, Inc.

CSNew York Stock Exchange (XNYS)·USD

Identity

Security key: 16505
Ticker: HGTY
Type: CS — Common Stock
Exchange: New York Stock Exchange(XNYS)
Venue group: NYSE
Operating MIC: XNYS
Market: stocks
Locale: us
Currency: USD
Listed: 2021-12-03
Round lot: 100
Active: Yes
Last seen in a load: 2026-08-14 20:49
Vendor updated: 2026-08-13 06:09
Ticker root / suffix: HGTY

Detail

Enriched 2026-08-14 20:47

Market cap: $1,301,399,168.25
Shares outstanding (class): 102,070,523
Shares outstanding (weighted): 102,070,523
SIC: 6411 INSURANCE AGENTS, BROKERS & SERVICE
Employees: 1,891
Location: TRAVERSE CITY, MI
Homepage: https://www.hagerty.com
Description: Hagerty Inc is a provider of specialty automotive insurance. The company underwrites, sells, and services classic car and enthusiast vehicle insurance policies. Substantial revenue is derived from Commission and fees. Geographically, it serves Europe, Canada, and the United States.

Market cap and share counts drift.

Funds holding this security

22 funds · 24 positions · $86.42M reported value, as of 2026-03-31

All holders →

Fund	Ticker	Position value	% of fund	Balance	Match
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC.	—	$15.15M	0.16%	1,438,481 NS	FIGI
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS	VTI	$14.71M	0.00%	1,397,435 NS	FIGI
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC.	—	$13.95M	0.17%	1,324,676 NS	FIGI
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS	VB	$10.99M	0.01%	1,044,108 NS	FIGI
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc.	—	$7.29M	0.17%	692,510 NS	FIGI
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS	VBK	$6.18M	0.02%	586,423 NS	FIGI
ROYCE SMALL-CAP TRUST, INC. —	—	$5.11M	0.23%	485,700 NS	FIGI
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II	—	$4.85M	0.63%	460,662 NS	FIGI
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS	VXF	$4.38M	0.01%	415,697 NS	FIGI
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust	—	$2.10M	0.07%	199,070 NS	FIGI
ROYCE GLOBAL TRUST, INC. —	—	$413.8K	0.40%	39,300 NS	FIGI
WisdomTree U.S. SmallCap Fund WisdomTree Trust	EES	$363.5K	0.06%	34,524 NS	FIGI
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS	—	$259.4K	0.00%	24,638 NS	FIGI
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX… VANGUARD INSTITUTIONAL INDEX FUNDS	—	$217.1K	0.00%	20,622 NS	FIGI
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust	JHSC	$151.7K	0.02%	14,410 NS	FIGI

How positions resolve to the securities master. FIGI_COMPOSITE is exact identifier equality — both sides got the FIGI from Bloomberg. TICKER is a narrow fallback used only where the master row carries no FIGI at all (2,389 rows do not, disproportionately Irish-domiciled US listings like LIN and ACN). Roughly 22% of all positions resolve to the master.

Funds holding this security

Identifiers

master.security_identifier

TICKERHGTY
FIGI_COMPOSITEBBG00Z9FKMG1
FIGI_SHARE_CLASSBBG00Z9FKN97
CIK0001840776
ISINUS4051661092
Resolved through OpenFIGI from a holdings ISIN, not supplied by the securities vendor.

Identifiers

Classification

classification.v_security_classification

Asset class: Equity
Sector: Financials
Industry: Insurance
Source: LLMunreviewed
Self-reported confidence: 0.95
Model: deepseek
Rationale: Hagerty is an insurance brokerage firm, so it falls under financials and insurance.

Classifications are unreviewed model output. All 5,771 assignments carry source = LLM and is_reviewed = false. Confidence is the model’s own estimate and is not calibrated — it clustered at 0.90–0.98 across the whole first pass, including rows that later proved wrong. Use it to order a review queue, not as a probability. Two share classes of one issuer can disagree.

Classification

Fund data

Not linked to a fund series.

Either this is not a fund, or it is one the SEC share-class snapshot cannot reach — commodity trusts and notes have no series ID at all.