Monitor for any future conversion to Schedule 13D, which would signal activist intent. For now, the passive 13G filing indicates Neuberger Berman is a long-term holder without plans to influence control.
Price Chart
Executive Summary
Neuberger Berman Group LLC filed an amended Schedule 13G disclosing a passive 11.1% stake in Hagerty, Inc. as of September 30, 2026. The filing shows a slight decrease from the prior 13G filing by T. Rowe Price, but Neuberger Berman's stake remains substantial at over 11 million shares. This is a routine passive ownership update with no indication of activist intent.
Key Financial Metrics
Key Facts
- Neuberger Berman Group LLC reported beneficial ownership of 11,276,836 shares of Hagerty Class A common stock, representing 11.1% of shares outstanding.
- The filing is an amendment to Schedule 13G, confirming passive investment intent under Rule 13d-1(b).
- Neuberger Berman Investment Advisers LLC holds 11,063,945 shares (10.8%) and Neuberger Berman Genesis Fund holds 6,144,561 shares (6.1%).
- The stake is held across multiple advisory and fiduciary accounts, with no single client owning more than 5%.
- The filing date is October 6, 2026, with ownership measured as of September 30, 2026.
Financial Impact
No financial impact from this filing; it is a routine passive ownership disclosure.
Risk Factors
- Neuberger Berman could reduce its stake in future quarters, potentially creating selling pressure.
- A shift from 13G to 13D would signal a change in strategy and could precede activist demands.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0001465109-26-000080 |
| Document: 0001465109-26-000080-index.html | 0001465109-26-000080 |
| Document: 0001465109-26-000080.txt | 0001465109-26-000080 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Press Release | $15.52 | awaiting T+20 | — | $15.74 (+1.45%) |
Oct 15, 2026 11d ago | Press Release | $15.30 | awaiting T+20 | — | $15.74 (+2.91%) |
Oct 6, 2026 20d ago | SC 13G/A | $13.93 | awaiting T+20 | — | $15.74 (+13.03%) |
Sep 24, 2026 4w ago | Press Release | $13.58 $15.79 | ▲ +16.27% | ▲ +16.69% | $15.74 (+15.94%) |
Sep 23, 2026 4w ago | Press Release | $13.70 $15.52 | ▲ +13.28% | ▲ +12.60% | $15.74 (+14.93%) |
Sep 22, 2026 5w ago | Press Release | $13.55 $15.46 | ▲ +14.10% | ▲ +14.66% | $15.74 (+16.20%) |
Sep 17, 2026 5w ago | Press Release | $13.87 $15.30 | ▲ +10.31% | ▲ +9.10% | $15.74 (+13.52%) |
Sep 9, 2026 6w ago | Press Release | $13.49 $14.20 | ▼ −5.26% | ▼ −3.14% | $15.74 (−16.72%) |
Sep 3, 2026 7w ago | Press Release | $13.46 $13.61 | ▲ +1.11% | ▲ +2.30% | $15.74 (+16.98%) |
Aug 17, 2026 10w ago | Press Release | $12.86 $14.02 | ▲ +9.02% | ▲ +11.00% | $15.74 (+22.43%) |
US Market Status
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