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SC 13D

Beneficial Ownership Report

Hagerty, Inc. Filed Acc 0001104659-21-149643

Stakes reported in this filing

Stake history · largest stake in each 13D and 13G

  1. 2026-11-12 SCHEDULE 13D/A · HAGERTY HOLDING CORP. 51.4%
  2. 2026-09-14 SCHEDULE 13D/A · MARKEL GROUP INC. 42%
  3. 2026-09-11 SCHEDULE 13D/A · HAGERTY HOLDING CORP. 56.5%
  4. 2026-04-15 SCHEDULE 13D/A · MARKEL GROUP INC. 44.8%
  5. 2025-11-06 SCHEDULE 13D/A · State Farm Mutual Automobile Insurance Company 53.5%
  6. 2025-11-05 SCHEDULE 13D/A · MARKEL GROUP INC. 44.9%
  7. 2025-08-15 SCHEDULE 13D/A · HAGERTY HOLDING CORP. 62.4%
  8. 2025-08-11 SCHEDULE 13D/A · HAGERTY HOLDING CORP. 62.9%
  9. 2025-04-18 SCHEDULE 13D/A · MARKEL GROUP INC. 47.7%
  10. 2024-11-13 SC 13G · Polar Capital Holdings Plc 5.57%
  11. 2024-07-10 SC 13D/A · State Farm Mutual Automobile Insurance Company 62.3%
  12. 2024-07-08 SC 13D/A · Markel Group Inc. 47.9%
  13. 2024-06-05 SC 13D/A · State Farm Mutual Automobile Insurance Company 63.9%
  14. 2023-06-27 SC 13D/A · Markel Group Inc. 49.6%
  15. 2023-06-23 SC 13D/A · State Farm Mutual Automobile Insurance Company 64.8%
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