HGTY - Hagerty
HGTY is a company, not a closed-end fund. We still track it - notices about it are below - but most of this site is about funds.
Is anyone targeting this fund?
Yes - 2 large investors hold stakes in this company, and 2 of them are pushing for changes.
- Hagerty Holding Corp. owns 56.5% and has said it may push for changes. Since Sept 11, 2026.
- Markel Group owns 42% and has said it may push for changes. Since Sept 14, 2026.
What this means for you
Hagerty Holding Corp. and Markel Group have told the regulator it may push for changes at this company. That usually means asking for a seat on the board, a sale of the company, or a change in how it is run.
Nothing is required of you now.
Large investors can also sell down and walk away. We show every notice they file, the day it is filed.
What happened, and when
-
Sept 14, 2026
Markel Group now owns 42%. It has said it may push for changes.
Original document → -
Sept 11, 2026
Hagerty Holding Corp. now owns 56.5%. It has said it may push for changes.
Original document →
Details: all notices, events and fund facts
| Date | Investor | Stake | Type of notice |
|---|---|---|---|
| Sept 14, 2026 | Markel Group | 42% | Updated notice |
| Sept 11, 2026 | Hagerty Holding Corp. | 56.5% | Updated notice |
No announcements from the fund on file.
- Run by
- not filed yet
- Fund family
- not filed yet
- Exchange
- New York Stock Exchange
Email me when something new is filed for HGTY
Free. One email per notice or announcement, usually within a day. No password.