Also trades as: HGTY-WT (NYSE) · $vol 0M
HGTY Smart Money
Hagerty, Inc.
1W: +0.8%
1M: +15.2%
3M: +31.6%
YTD: +18.5%
1Y: +40.9%
3Y: +94.0%
5Y: +55.0%
$15.57
-0.38 (-2.38%)
Weekly Expected Move ±2.8%
$15
$15
$16
$16
$16
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Chart
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
🏦 Institutional Activity
Latest: Q2 2026139
Institutions Holding
+5 vs prior
19.2%
Ownership
+2.47%
23
New
44
Increased
43
Reduced
9
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | McClymont Patrick | officer: chief financial officer | A-Grant/Award | 1,192 | $12.79 | $15K | Filing |
| 2026-10-02 | Chafey Diana | officer: chief legal officer | A-Grant/Award | 979 | $12.79 | $13K | Filing |
| 2026-10-01 | DELANEY KEVIN M | officer: chief accounting officer | F-Tax Withholding | 959 | $13.46 | $13K | Filing |
| 2026-10-01 | Chafey Diana | officer: chief legal officer | F-Tax Withholding | 1,076 | $13.46 | $14K | Filing |
| 2026-09-24 | KAUFFMAN ROBERT I | director | G-Gift | 74,000 | $— | $0 | Filing |
| 2026-09-11 | Hagerty Holding Corp. | 10% owner | S-Sale | 1,387,500 | $11.47 | $15.9M | Filing |
| 2026-09-09 | Hagerty Holding Corp. | 10% owner | S-Sale | 9,250,000 | $11.47 | $106.1M | Filing |
| 2026-07-02 | DELANEY KEVIN M | officer: chief accounting officer | S-Sale | 3,113 | $12.25 | $38K | Filing |
| 2026-07-01 | DELANEY KEVIN M | officer: chief accounting officer | S-Sale | 9,440 | $12.10 | $114K | Filing |
| 2026-07-01 | DELANEY KEVIN M | officer: chief accounting officer | F-Tax Withholding | 2,525 | $12.06 | $30K | Filing |
| 2026-07-01 | Bjornstad Henrik Waersted | director | A-Grant/Award | 10,114 | $— | $0 | Filing |
| 2026-07-01 | Briglia Jeffrey Edward | officer: president of insurance | F-Tax Withholding | 4,892 | $12.06 | $59K | Filing |
| 2026-06-30 | DELANEY KEVIN M | officer: chief accounting officer | S-Sale | 905 | $12.01 | $11K | Filing |
| 2026-05-15 | Kuczinski Anthony J | director | P-Purchase | 9,500 | $10.46 | $99K | Filing |
| 2026-04-07 | Harris Laurie | director | S-Sale | 5,531 | $11.01 | $61K | Filing |
| 2026-04-02 | McClymont Patrick | officer: chief financial officer | A-Grant/Award | 962 | $10.13 | $10K | Filing |
| 2026-04-02 | Chafey Diana | officer: chief legal officer | A-Grant/Award | 1,165 | $10.13 | $12K | Filing |
| 2026-04-01 | Kuczinski Anthony J | director | A-Grant/Award | 11,871 | $— | $0 | Filing |
| 2026-04-01 | Champagne Collette | officer: chro and cao | F-Tax Withholding | 28,278 | $10.66 | $301K | Filing |
| 2026-04-01 | Champagne Collette | officer: chro and cao | A-Grant/Award | 23,742 | $— | $0 | Filing |
| 2026-04-01 | Hagerty McKeel | officer: chief executive officer | F-Tax Withholding | 82,868 | $10.66 | $883K | Filing |
| 2026-04-01 | Ahn Kenneth | officer: president, hagerty marketplace | F-Tax Withholding | 9,627 | $10.66 | $103K | Filing |
| 2026-04-01 | Ahn Kenneth | officer: president, hagerty marketplace | A-Grant/Award | 23,149 | $— | $0 | Filing |
| 2026-04-01 | SWANSON WILLIAM H | director | A-Grant/Award | 11,871 | $— | $0 | Filing |
| 2026-04-01 | KAUFFMAN ROBERT I | director | A-Grant/Award | 11,871 | $— | $0 | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE C | 51,800,000 | $617M | — | 2026-06-30 | Filing |
| NEUBERGER BERMAN GROUP LLC | 9,528,505 | $114M | +807,137 | 2026-06-30 | Filing |
| Polar Capital Holdings Plc | 6,000,000 | $72M | — | 2026-06-30 | Filing |
| Markel Group Inc. | 3,108,000 | $36M | — | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,928,492 | $23M | +60,919 | 2026-06-30 | Filing |
| Greenhaven Road Investment Management, L | 1,865,430 | $22M | -504,548 | 2026-06-30 | Filing |
| Pembroke Management, LTD | 1,702,926 | $20M | -35,080 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,650,329 | $20M | +19,358 | 2026-06-30 | Filing |
| Lincoln Capital LLC | 973,651 | $12M | +22,999 | 2026-06-30 | Filing |
| BlackRock, Inc. | 718,484 | $9M | +28,391 | 2026-06-30 | Filing |
| ROYCE & ASSOCIATES LP | 525,000 | $6M | — | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 446,889 | $5M | +28,082 | 2026-06-30 | Filing |
| DIMENSIONAL FUND ADVISORS LP | 374,615 | $4M | +103,269 | 2026-06-30 | Filing |
| FIRST TRUST ADVISORS LP | 335,852 | $4M | +335,852 | 2026-06-30 | Filing |
| SCHOLTZ & COMPANY, LLC | 308,405 | $4M | -17,100 | 2026-06-30 | Filing |
| MORGAN STANLEY | 307,146 | $4M | +9,994 | 2026-06-30 | Filing |
| Gillson Capital LP | 276,949 | $3M | +74,937 | 2026-06-30 | Filing |
| STATE STREET CORP | 264,359 | $3M | +30,571 | 2026-06-30 | Filing |
| VANGUARD FIDUCIARY TRUST CO | 238,881 | $3M | +4,063 | 2026-06-30 | Filing |
| BROWN ADVISORY INC | 218,000 | $3M | +109,000 | 2026-06-30 | Filing |