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Hagerty, Inc. 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and Hagerty, Inc.’s Form 8-K, filed 2026-06-12 (Item 5.07 on EDGAR). Page generated 02 October 2026.

14Reported items
122Asset managers
996Fund votes
2026-06-09Meeting date

Proxy season: 2025-2026

Explore Hagerty, Inc. in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by Hagerty, Inc.

These tallies are Hagerty, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-06-12 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

Hagerty, Inc. — official shareholder meeting results, meeting held 2026-06-09
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: McKeel Hagerty	2,505,188,888	2,252,031	3,980	--	9,159,482	Majority: yes
Elect Director: William Swanson	2,504,483,614	2,956,103	5,182	--	9,159,482	Majority: yes
Elect Director: Henrik Bjørnstad	2,507,404,629	35,341	4,929	--	9,159,482	Majority: yes
Elect Director: Randall Harbert	2,505,419,655	2,020,213	5,031	--	9,159,482	Majority: yes
Elect Director: Laurie Harris	2,506,875,338	564,532	5,029	--	9,159,482	Majority: yes
Elect Director: Robert Kauffman	2,492,617,805	14,822,048	5,046	--	9,159,482	Majority: yes
Elect Director: Sabrina Kay	2,506,905,519	534,201	5,179	--	9,159,482	Majority: yes
Elect Director: Anthony Kuczinski	2,507,353,115	86,953	4,831	--	9,159,482	Majority: yes
Elect Director: Mika Salmi	2,507,361,693	77,920	5,286	--	9,159,482	Majority: yes
Proposal 2: Advisory Vote to Approve the Compensation of the Company's Named Executive Officers The Company's stockholders approved, on a non-binding advisory basis, the compensation of the Company's named executive officers as disclosed in the Company's proxy	2,507,357,391	77,827	9,681	--	9,159,482	Majority: yes
Proposal 4: Ratification of appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026	2,516,544,418	41,779	18,184	--	--	Majority: yes

Source: Hagerty, Inc., Form 8-K, filed with the SEC on 2026-06-12 — read the filing on EDGAR.

How asset managers voted at the Hagerty, Inc. 2025-2026 meeting

Each item below shows how the 122 asset managers that disclosed a Hagerty, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Hagerty, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Non-binding advisory vote to approve the compensation of Hagerty's named executive officers.

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 11 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 2,507,357,391AGAINST: 77,827

Hagerty, Inc.’s own tally for this item (“Proposal 2: Advisory Vote to Approve the Compensation of the Company's Named Executive Officers The Company's stockholders approved, on a non-binding advisory basis, the compensation of the Company's named executive offi”): 2,507,357,391 for, 77,827 against, per its Form 8-K filed 2026-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 122 asset managers below cast 99.9% of the shares they voted on this item FOR (173,426,135 for, 28,696 against).

FOR 99.8%

FOR: 173,426,135 (99.9%)AGAINST: 28,696 (0.0%)ABSTAIN: 4,400 (0.0%)NOT VOTED: 150,000 (0.1%)

Largest asset managers voting on “Non-binding advisory vote to approve the compensation of Hagerty's named executive officers.” at Hagerty, Inc., 2025-2026
Asset manager	For	Vote
MARKEL GROUP INC.	76,590,668	For
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	51,800,000	For
Neuberger Berman	13,751,434	For
Polar Capital Holdings Plc	12,000,000	For
T. Rowe Price	9,462,545	For
Vanguard	3,799,837	For
Pembroke Management, LTD	932,926	For
Royce	525,000	For
BlackRock	492,429	For
Brighthouse	473,030	For
Charles Schwab	435,339	For
First Trust	301,718	For
GEODE CAPITAL MANAGEMENT, LLC	295,107	For
SCHOLTZ & COMPANY, LLC	275,145	For
Fidelity	222,014	For
State Street	199,741	For
PARAMETRIC PORTFOLIO ASSOCIATES LLC	199,137	For
Bridge Builder Trust	199,070	For
National Philanthropic Trust	0	Not Voted
CONFLUENCE INVESTMENT MANAGEMENT LLC	133,069	For
BROWN ADVISORY INC	109,000	For
TRUST FOR PROFESSIONAL MANAGERS	107,489	For
Gabelli	103,300	For
Woodline Partners LP	96,433	For
Dimensional	95,652	For

Showing the 25 largest of 122 asset managers. See all 122 in the interactive database.

2. Non-binding advisory vote regarding the frequency of the advisory vote on compensation of Hagerty's named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Combines 5 wordings of this item as funds reported it.

100% fund support · no official result

1 YEAR 64%ONE YEAR 36%

The 65 asset managers below cast 100% of the shares they voted on this item FOR (473,030 for, 0 against).

FOR: 473,030 (0.3%)ABSTAIN: 4,400 (0.0%)1 YEAR: 92,172,279 (63.8%)ONE YEAR: 51,806,319 (35.9%)3 YEARS: 25,939 (0.0%)1.0: 57 (0.0%)3.0: 1 (0.0%)

Largest asset managers voting on “Non-binding advisory vote regarding the frequency of the advisory vote on compensation of Hagerty's named exec” at Hagerty, Inc., 2025-2026
Asset manager	For	Vote
MARKEL GROUP INC.	0	1 Year
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0	One Year
Neuberger Berman	0	1 Year
BlackRock	0	1 Year
Brighthouse	473,030	For
Charles Schwab	0	1 Year
Bridge Builder Trust	0	1 Year
CONFLUENCE INVESTMENT MANAGEMENT LLC	0	1 Year
TRUST FOR PROFESSIONAL MANAGERS	0	1 Year
Gabelli	0	1 Year
Northern Trust	0	1 Year
E. Ohman J:or Asset Management AB	0	1 Year
WELLS FARGO CLEARING SERVICES, LLC	0	1 Year
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0	1 Year
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	0	1 Year
UNIFIED SERIES TRUST	0	1 Year
Meixler Investment Management, Ltd.	0	1 Year
BANK OF AMERICA NA	0	1 Year
John Hancock	0	3 Years
Innovator ETFs Trust	0	1 Year
Jackson National	0	3 Years
LOS ANGELES CAPITAL MANAGEMENT LLC	0	1 Year
Gillson Capital LP	0	1 Year
Vanguard	0	One Year
Sanctuary Advisors, LLC	0	1 Year

Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.

3. to approve, on a non-binding advisory basis, the frequency of the advisory vote on compensation of our named executive officers;

SECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

— fund support · no official result

ONE YEAR 99%

No shares were cast for or against this item by the managers below — every disclosed position was an abstention or was not voted.

ONE YEAR: 28,731,914 (99.0%)NOT VOTED: 150,000 (0.5%)THREE YEARS: 99,602 (0.3%)1-YEAR: 45,115 (0.2%)

Largest asset managers voting on “to approve, on a non-binding advisory basis, the frequency of the advisory vote on compensation of our named e” at Hagerty, Inc., 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
Polar Capital Holdings Plc	0	0	0	0	One Year
T. Rowe Price	0	0	0	0	One Year
Vanguard	0	0	0	0	One Year
Pembroke Management, LTD	0	0	0	0	One Year
Royce	0	0	0	0	One Year
First Trust	0	0	0	0	One Year
GEODE CAPITAL MANAGEMENT, LLC	0	0	0	0	One Year
SCHOLTZ & COMPANY, LLC	0	0	0	0	One Year
Fidelity	0	0	0	0	One Year
State Street	0	0	0	0	One Year
PARAMETRIC PORTFOLIO ASSOCIATES LLC	0	0	0	0	One Year
National Philanthropic Trust	0	0	0	0	Not Voted
BROWN ADVISORY INC	0	0	0	0	One Year
Dimensional	0	0	0	0	Three Years
Connor, Clark & Lunn Investment Management Ltd.	0	0	0	0	One Year
American Century	0	0	0	0	One Year
CANADA PENSION PLAN INVESTMENT BOARD	0	0	0	0	One Year
Vident Advisory, LLC	0	0	0	0	1-Year
UBS	0	0	0	0	One Year
WisdomTree	0	0	0	0	One Year
Goldman Sachs	0	0	0	0	One Year
Victory Capital	0	0	0	0	One Year
RBC Capital Markets, LLC	0	0	0	0	One Year
Renaissance	0	0	0	0	One Year
John Hancock	0	0	0	0	One Year

Showing the 25 largest of 55 asset managers. See all 55 in the interactive database.

4. to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by our Board of Directors and our Nominating and Governance Committee: Anthony (Tony) J. Kuczinski

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 2,507,353,115AGAINST: 86,953

Hagerty, Inc.’s own tally for this item (“Elect Director: Anthony Kuczinski”): 2,507,353,115 for, 86,953 against, per its Form 8-K filed 2026-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 27 asset managers below cast 99.8% of the shares they voted on this item FOR (14,407,907 for, 28,664 against).

FOR 99.8%

FOR: 14,407,907 (99.8%)AGAINST: 28,664 (0.2%)

Largest asset managers voting on “to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by” at Hagerty, Inc., 2025-2026
Asset manager	For	Against	Vote
Neuberger Berman	5,144,856	0	For
T. Rowe Price	3,539,645	0	For
Vanguard	3,517,518	0	For
Royce	525,000	0	For
Brighthouse	473,030	0	For
First Trust	301,718	0	For
Fidelity	222,006	0	For
Charles Schwab	217,412	0	For
Bridge Builder Trust	199,070	0	For
TRUST FOR PROFESSIONAL MANAGERS	107,489	0	For
WisdomTree	35,619	0	For
American Century	31,471	0	For
UNIFIED SERIES TRUST	0	28,664	Against
John Hancock	16,252	0	For
Goldman Sachs	15,644	0	For
Innovator ETFs Trust	13,271	0	For
Jackson National	11,529	0	For
Victory Capital	11,130	0	For
BlackRock	9,616	0	For
Dimensional	7,433	0	For
Prudential/PGIM	3,950	0	For
RBB FUND, INC.	1,604	0	For
EA Series Trust	1,164	0	For
Blackstone Alternative Investment Funds	700	0	For
E Trade Trust	288	0	For

Showing the 25 largest of 27 asset managers. See all 27 in the interactive database.

5. to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by our Board of Directors and our Nominating and Governance Committee: Laurie Harris

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 2,506,875,338AGAINST: 564,532

Hagerty, Inc.’s own tally for this item (“Elect Director: Laurie Harris”): 2,506,875,338 for, 564,532 against, per its Form 8-K filed 2026-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 27 asset managers below cast 99.9% of the shares they voted on this item FOR (14,436,569 for, 2 against).

FOR 99.9%

FOR: 14,436,569 (100.0%)AGAINST: 2 (0.0%)

Largest asset managers voting on “to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by” at Hagerty, Inc., 2025-2026
Asset manager	For	Against	Vote
Neuberger Berman	5,144,856	0	For
T. Rowe Price	3,539,645	0	For
Vanguard	3,517,516	2	For
Royce	525,000	0	For
Brighthouse	473,030	0	For
First Trust	301,718	0	For
Fidelity	222,006	0	For
Charles Schwab	217,412	0	For
Bridge Builder Trust	199,070	0	For
TRUST FOR PROFESSIONAL MANAGERS	107,489	0	For
WisdomTree	35,619	0	For
American Century	31,471	0	For
UNIFIED SERIES TRUST	28,664	0	For
John Hancock	16,252	0	For
Goldman Sachs	15,644	0	For
Innovator ETFs Trust	13,271	0	For
Jackson National	11,529	0	For
Victory Capital	11,130	0	For
BlackRock	9,616	0	For
Dimensional	7,433	0	For
Prudential/PGIM	3,950	0	For
RBB FUND, INC.	1,604	0	For
EA Series Trust	1,164	0	For
Blackstone Alternative Investment Funds	700	0	For
E Trade Trust	288	0	For

Showing the 25 largest of 27 asset managers. See all 27 in the interactive database.

6. to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by our Board of Directors and our Nominating and Governance Committee: McKeel Hagerty

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 5 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 2,505,188,888AGAINST: 2,252,031

Hagerty, Inc.’s own tally for this item (“Elect Director: McKeel Hagerty”): 2,505,188,888 for, 2,252,031 against, per its Form 8-K filed 2026-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 27 asset managers below cast 96% of the shares they voted on this item FOR (13,824,122 for, 612,449 against).

FOR 96%

FOR: 13,824,122 (95.8%)AGAINST: 612,449 (4.2%)

Largest asset managers voting on “to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by” at Hagerty, Inc., 2025-2026
Asset manager	For	Against	Vote
Neuberger Berman	5,144,856	0	For
T. Rowe Price	3,539,645	0	For
Vanguard	3,517,497	21	For
Royce	525,000	0	For
Brighthouse	473,030	0	For
First Trust	0	301,718	Against
Fidelity	222,006	0	For
Charles Schwab	217,412	0	For
Bridge Builder Trust	0	199,070	Against
TRUST FOR PROFESSIONAL MANAGERS	107,489	0	For
WisdomTree	35,619	0	For
American Century	0	31,471	Against
UNIFIED SERIES TRUST	0	28,664	Against
John Hancock	0	16,252	Against
Goldman Sachs	15,644	0	For
Innovator ETFs Trust	13,271	0	For
Jackson National	0	11,529	Against
Victory Capital	0	11,130	Against
BlackRock	9,616	0	For
Dimensional	0	7,433	Against
Prudential/PGIM	0	3,950	Against
RBB FUND, INC.	1,604	0	For
EA Series Trust	1,164	0	For
Blackstone Alternative Investment Funds	0	700	Against
E Trade Trust	0	288	Against

Showing the 25 largest of 27 asset managers. See all 27 in the interactive database.

7. to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by our Board of Directors and our Nominating and Governance Committee: Mika Salmi

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 2,507,361,693AGAINST: 77,920

Hagerty, Inc.’s own tally for this item (“Elect Director: Mika Salmi”): 2,507,361,693 for, 77,920 against, per its Form 8-K filed 2026-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 27 asset managers below cast 100% of the shares they voted on this item FOR (14,436,571 for, 0 against).

FOR 100%

FOR: 14,436,571 (100.0%)

Largest asset managers voting on “to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by” at Hagerty, Inc., 2025-2026
Asset manager	For	Vote
Neuberger Berman	5,144,856	For
T. Rowe Price	3,539,645	For
Vanguard	3,517,518	For
Royce	525,000	For
Brighthouse	473,030	For
First Trust	301,718	For
Fidelity	222,006	For
Charles Schwab	217,412	For
Bridge Builder Trust	199,070	For
TRUST FOR PROFESSIONAL MANAGERS	107,489	For
WisdomTree	35,619	For
American Century	31,471	For
UNIFIED SERIES TRUST	28,664	For
John Hancock	16,252	For
Goldman Sachs	15,644	For
Innovator ETFs Trust	13,271	For
Jackson National	11,529	For
Victory Capital	11,130	For
BlackRock	9,616	For
Dimensional	7,433	For
Prudential/PGIM	3,950	For
RBB FUND, INC.	1,604	For
EA Series Trust	1,164	For
Blackstone Alternative Investment Funds	700	For
E Trade Trust	288	For

Showing the 25 largest of 27 asset managers. See all 27 in the interactive database.

8. to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by our Board of Directors and our Nominating and Governance Committee: Randall (Rand) Harbert

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 2,505,419,655AGAINST: 2,020,213

Hagerty, Inc.’s own tally for this item (“Elect Director: Randall Harbert”): 2,505,419,655 for, 2,020,213 against, per its Form 8-K filed 2026-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 27 asset managers below cast 96% of the shares they voted on this item FOR (13,853,009 for, 583,562 against).

FOR 96%

FOR: 13,853,009 (96.0%)AGAINST: 583,562 (4.0%)

Largest asset managers voting on “to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by” at Hagerty, Inc., 2025-2026
Asset manager	For	Against	Vote
Neuberger Berman	5,144,856	0	For
T. Rowe Price	3,539,645	0	For
Vanguard	3,517,497	21	For
Royce	525,000	0	For
Brighthouse	473,030	0	For
First Trust	0	301,718	Against
Fidelity	222,006	0	For
Charles Schwab	217,412	0	For
Bridge Builder Trust	0	199,070	Against
TRUST FOR PROFESSIONAL MANAGERS	107,489	0	For
WisdomTree	35,619	0	For
American Century	0	31,471	Against
UNIFIED SERIES TRUST	28,664	0	For
John Hancock	0	16,252	Against
Goldman Sachs	15,644	0	For
Innovator ETFs Trust	13,271	0	For
Jackson National	0	11,529	Against
Victory Capital	0	11,130	Against
BlackRock	9,616	0	For
Dimensional	0	7,433	Against
Prudential/PGIM	0	3,950	Against
RBB FUND, INC.	1,604	0	For
EA Series Trust	1,164	0	For
Blackstone Alternative Investment Funds	0	700	Against
E Trade Trust	0	288	Against

Showing the 25 largest of 27 asset managers. See all 27 in the interactive database.

9. to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by our Board of Directors and our Nominating and Governance Committee: Robert (Rob) Kauffman

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.4% Majority: yes · of votes cast

FOR 99.4%

FOR: 2,492,617,805AGAINST: 14,822,048

Hagerty, Inc.’s own tally for this item (“Elect Director: Robert Kauffman”): 2,492,617,805 for, 14,822,048 against, per its Form 8-K filed 2026-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 27 asset managers below cast 36% of the shares they voted on this item FOR (5,141,496 for, 9,295,075 against).

FOR 36%AGAINST 64%

FOR: 5,141,496 (35.6%)AGAINST: 9,295,075 (64.4%)

Largest asset managers voting on “to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by” at Hagerty, Inc., 2025-2026
Asset manager	For	Against	Vote
Neuberger Berman	0	5,144,856	Against
T. Rowe Price	0	3,539,645	Against
Vanguard	3,516,127	1,391	For
Royce	525,000	0	For
Brighthouse	0	473,030	Against
First Trust	301,718	0	For
Fidelity	222,006	0	For
Charles Schwab	217,412	0	For
Bridge Builder Trust	199,070	0	For
TRUST FOR PROFESSIONAL MANAGERS	0	107,489	Against
WisdomTree	35,619	0	For
American Century	31,471	0	For
UNIFIED SERIES TRUST	0	28,664	Against
John Hancock	16,252	0	For
Goldman Sachs	15,644	0	For
Innovator ETFs Trust	13,271	0	For
Jackson National	11,529	0	For
Victory Capital	11,130	0	For
BlackRock	9,616	0	For
Dimensional	7,433	0	For
Prudential/PGIM	3,950	0	For
RBB FUND, INC.	1,604	0	For
EA Series Trust	1,164	0	For
Blackstone Alternative Investment Funds	700	0	For
E Trade Trust	288	0	For

Showing the 25 largest of 27 asset managers. See all 27 in the interactive database.

10. to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by our Board of Directors and our Nominating and Governance Committee: Sabrina Kay

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 2,506,905,519AGAINST: 534,201

Hagerty, Inc.’s own tally for this item (“Elect Director: Sabrina Kay”): 2,506,905,519 for, 534,201 against, per its Form 8-K filed 2026-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 27 asset managers below cast 99.9% of the shares they voted on this item FOR (14,436,570 for, 1 against).

FOR 99.9%

FOR: 14,436,570 (100.0%)AGAINST: 1 (0.0%)

Largest asset managers voting on “to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by” at Hagerty, Inc., 2025-2026
Asset manager	For	Against	Vote
Neuberger Berman	5,144,856	0	For
T. Rowe Price	3,539,645	0	For
Vanguard	3,517,517	1	For
Royce	525,000	0	For
Brighthouse	473,030	0	For
First Trust	301,718	0	For
Fidelity	222,006	0	For
Charles Schwab	217,412	0	For
Bridge Builder Trust	199,070	0	For
TRUST FOR PROFESSIONAL MANAGERS	107,489	0	For
WisdomTree	35,619	0	For
American Century	31,471	0	For
UNIFIED SERIES TRUST	28,664	0	For
John Hancock	16,252	0	For
Goldman Sachs	15,644	0	For
Innovator ETFs Trust	13,271	0	For
Jackson National	11,529	0	For
Victory Capital	11,130	0	For
BlackRock	9,616	0	For
Dimensional	7,433	0	For
Prudential/PGIM	3,950	0	For
RBB FUND, INC.	1,604	0	For
EA Series Trust	1,164	0	For
Blackstone Alternative Investment Funds	700	0	For
E Trade Trust	288	0	For

Showing the 25 largest of 27 asset managers. See all 27 in the interactive database.

11. to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by our Board of Directors and our Nominating and Governance Committee: William (Bill) Swanson

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%

FOR: 2,504,483,614AGAINST: 2,956,103

Hagerty, Inc.’s own tally for this item (“Elect Director: William Swanson”): 2,504,483,614 for, 2,956,103 against, per its Form 8-K filed 2026-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 27 asset managers below cast 93% of the shares they voted on this item FOR (13,359,368 for, 1,077,203 against).

FOR 93%7%

FOR: 13,359,368 (92.5%)AGAINST: 1,077,203 (7.5%)

Largest asset managers voting on “to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by” at Hagerty, Inc., 2025-2026
Asset manager	For	Against	Vote
Neuberger Berman	5,144,856	0	For
T. Rowe Price	3,539,645	0	For
Vanguard	3,516,135	1,383	For
Royce	525,000	0	For
Brighthouse	473,030	0	For
First Trust	0	301,718	Against
Fidelity	11,691	210,315	Against
Charles Schwab	0	217,412	Against
Bridge Builder Trust	0	199,070	Against
TRUST FOR PROFESSIONAL MANAGERS	107,489	0	For
WisdomTree	0	35,619	Against
American Century	0	31,471	Against
UNIFIED SERIES TRUST	0	28,664	Against
John Hancock	0	16,252	Against
Goldman Sachs	15,644	0	For
Innovator ETFs Trust	13,271	0	For
Jackson National	0	11,529	Against
Victory Capital	0	11,130	Against
BlackRock	9,616	0	For
Dimensional	0	7,433	Against
Prudential/PGIM	0	3,950	Against
RBB FUND, INC.	1,604	0	For
EA Series Trust	1,164	0	For
Blackstone Alternative Investment Funds	0	700	Against
E Trade Trust	0	288	Against

Showing the 25 largest of 27 asset managers. See all 27 in the interactive database.

12. RATIFICATION OF THE APPOINTMENT OF DELOITTE & TOUCHE LLP AS HAGERTY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM FOR THE YEAR ENDING DECEMBER 31, 2026.

AUDIT-RELATEDMajority of the votes cast: yes

Combines 2 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 2,516,544,418AGAINST: 41,779

Hagerty, Inc.’s own tally for this item (“Proposal 4: Ratification of appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026”): 2,516,544,418 for, 41,779 against, per its Form 8-K filed 2026-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 27 asset managers below cast 100% of the shares they voted on this item FOR (14,436,571 for, 0 against).

FOR 100%

FOR: 14,436,571 (100.0%)

Largest asset managers voting on “RATIFICATION OF THE APPOINTMENT OF DELOITTE & TOUCHE LLP AS HAGERTY'S INDEPENDENT REGISTERED PUBLIC ACCOUNTING” at Hagerty, Inc., 2025-2026
Asset manager	For	Vote
Neuberger Berman	5,144,856	For
T. Rowe Price	3,539,645	For
Vanguard	3,517,518	For
Royce	525,000	For
Brighthouse	473,030	For
First Trust	301,718	For
Fidelity	222,006	For
Charles Schwab	217,412	For
Bridge Builder Trust	199,070	For
TRUST FOR PROFESSIONAL MANAGERS	107,489	For
WisdomTree	35,619	For
American Century	31,471	For
UNIFIED SERIES TRUST	28,664	For
John Hancock	16,252	For
Goldman Sachs	15,644	For
Innovator ETFs Trust	13,271	For
Jackson National	11,529	For
Victory Capital	11,130	For
BlackRock	9,616	For
Dimensional	7,433	For
Prudential/PGIM	3,950	For
RBB FUND, INC.	1,604	For
EA Series Trust	1,164	For
Blackstone Alternative Investment Funds	700	For
E Trade Trust	288	For

Showing the 25 largest of 27 asset managers. See all 27 in the interactive database.

13. to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by our Board of Directors and our Nominating and Governance Committee: Henrik Bjornstad

DIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 16 asset managers below cast 100% of the shares they voted on this item FOR (14,046,989 for, 0 against).

FOR: 14,046,989 (100.0%)

Largest asset managers voting on “to elect nine nominees identified in the accompanying proxy statement to serve as directors, as recommended by” at Hagerty, Inc., 2025-2026
Asset manager	For	Vote
Neuberger Berman	5,144,856	For
T. Rowe Price	3,539,645	For
Vanguard	3,517,518	For
Royce	525,000	For
Brighthouse	473,030	For
First Trust	301,718	For
Fidelity	222,006	For
Charles Schwab	217,412	For
WisdomTree	35,619	For
American Century	31,471	For
Goldman Sachs	15,644	For
Victory Capital	11,130	For
Dimensional	7,433	For
Prudential/PGIM	3,950	For
E Trade Trust	288	For
State Street	269	For

14. Election of Directors-Voting options Henrik Bjørnstad

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 3 wordings of this item as funds reported it.

99.9% Majority: yes · of votes cast

FOR 99.9%

FOR: 2,507,404,629AGAINST: 35,341

Hagerty, Inc.’s own tally for this item (“Elect Director: Henrik Bjørnstad”): 2,507,404,629 for, 35,341 against, per its Form 8-K filed 2026-06-12 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Share-of-outstanding not shown: votes cast exceed the reported share count, which usually means multiple share classes with different voting rights.

The 10 asset managers below cast 100% of the shares they voted on this item FOR (389,359 for, 0 against).

FOR 100%

FOR: 389,359 (100.0%)

Largest asset managers voting on “Election of Directors-Voting options Henrik Bjørnstad” at Hagerty, Inc., 2025-2026
Asset manager	For	Vote
Bridge Builder Trust	199,070	For
TRUST FOR PROFESSIONAL MANAGERS	107,489	For
UNIFIED SERIES TRUST	28,664	For
John Hancock	16,252	For
Innovator ETFs Trust	13,271	For
Jackson National	11,529	For
BlackRock	9,616	For
RBB FUND, INC.	1,604	For
EA Series Trust	1,164	For
Blackstone Alternative Investment Funds	700	For

Largest Hagerty, Inc. shareholders voting in 2025-2026

Ranked by the number of Hagerty, Inc. shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 346,042,267 shares outstanding at the time of that meeting.

Top Hagerty, Inc. shareholders by shares voted, 2025-2026
#	Asset manager	% of shares outstanding
1	MARKEL GROUP INC.	22.13%
2	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	14.97%
3	Neuberger Berman	3.97%
4	Polar Capital Holdings Plc	3.47%
5	T. Rowe Price	2.73%
6	Vanguard	1.10%
7	Pembroke Management, LTD	0.27%
8	Royce	0.15%
9	BlackRock	0.14%
10	Brighthouse	0.14%

Reported Hagerty, Inc. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

Hagerty, Inc. beneficial owners on record for the 2025-2026 proxy season
Holder	% outstanding	Disclosure
HAGERTY HOLDING CORP.	45.06%	13D
MARKEL GROUP INC.	22.94%	13D
Vanguard Group	0.99%	13F
BlackRock	0.20%	13F
Geode Capital	0.12%	13F
Morgan Stanley	0.10%	13F
Dimensional Fund Advisors	0.08%	13F
State Street	0.07%	13F
Charles Schwab	0.06%	13F
Renaissance Technologies	0.05%	13F

Percentages above are of 346,042,267 shares outstanding, as reported by Hagerty, Inc. on its Form 10-Q dated 2025-09-30 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Hagerty, Inc.’s 10-Q dated 2025-09-30. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At Hagerty, Inc.'s shareholder meeting held 2026-06-09, in the 2025-2026 proxy season, 122 asset managers reported how they voted in their SEC Form N-PX filings, covering 996 separate fund positions. Their filings are grouped here into 14 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — Non-binding advisory vote to approve the compensation of Hagerty's named executive officers. — FOR was 99.9% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: Hagerty, Inc.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2026-06-12.

Hagerty, Inc. proxy season coverage: 2025-2026 (this page).