Hagerty, Inc.
HGTYAs of the close on Sep 25, 2026
Price
$13.59
Market cap
—
The latest share count on file is too old
P/E (diluted TTM)
—
Per-share earnings are not available for each of the last four quarters
EPS (TTM)
—
Per-share earnings are not available for each of the last four quarters
Dividend yield
—
Dividend records do not yet cover the latest payments
Figures shown here come from public SEC filings. Dates beside each section show the available history.
How Hagerty, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 6 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 19, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| STATE STREET CORP | 2026-03-31 | 233,788 | $2.46M | SEC filing |
| Atlantic Union Bankshares Corp | 2026-03-31 | 150 | $1.58K | SEC filing |
| Bristlecone Value Partners, LLC | 2026-03-31 | 60,093 | $633K | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 3,062 | $32.2K | SEC filing |
| NEUBERGER BERMAN GROUP LLC | 2026-03-31 | 8,721,368 | $91.8M | SEC filing |
| HSBC HOLDINGS PLC | 2026-03-31 | 21,642 | $226K | SEC filing |
| Tower Research Capital LLC (TRC) | 2026-03-31 | 523 | $5.51K | SEC filing |
| Polar Capital Holdings Plc | 2026-03-31 | 6,000,000 | $63.2M | SEC filing |
| VICTORY CAPITAL MANAGEMENT INC | 2026-03-31 | 11,130 | $117K | SEC filing |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2026-03-31 | 33,406 | $352K | SEC filing |
| XTX Topco Ltd | 2026-03-31 | 16,869 | $178K | SEC filing |
| TWO SIGMA INVESTMENTS, LP | 2026-03-31 | 91,582 | $964K | SEC filing |
| ROYCE & ASSOCIATES LP | 2026-03-31 | 525,000 | $5.53M | SEC filing |
| Ancora Advisors LLC | 2026-03-31 | 4,483 | $47.2K | SEC filing |
| SIMPLEX TRADING, LLC | 2026-03-31 | 330 | $3.47K | SEC filing |
| Gillson Capital LP | 2026-03-31 | 202,012 | Not shown | SEC filing |
| Pembroke Management, LTD | 2026-03-31 | 1,738,006 | $18.3M | SEC filing |
| BlackRock, Inc. | 2026-03-31 | 690,093 | $7.27M | SEC filing |
| 17 CAPITAL PARTNERS, LLC | 2026-03-31 | 54,765 | $577K | SEC filing |
| MORGAN STANLEY | 2026-03-31 | 297,152 | $3.13M | SEC filing |
- Each value is checked against Hagerty, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at Hagerty, Inc.'s share price.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- HFM Investment Advisors, LLC: 2 shares reported 2025-12-31; 2 shares reported 2026-03-31.
- OSAIC HOLDINGS, INC.: 3,234 shares reported 2025-12-31; 1,366 shares reported 2026-03-31.
- T. Rowe Price Investment Management, Inc.: 5,156,899 shares reported 2025-12-31; 5,640,480 shares reported 2026-03-31.
- TD Asset Management Inc: 87,856 shares reported 2025-12-31; 100,184 shares reported 2026-03-31.
- CANADA PENSION PLAN INVESTMENT BOARD: 27,100 shares reported 2025-12-31; 50,900 shares reported 2026-03-31.
- EverSource Wealth Advisors, LLC: 1,481 shares reported 2025-12-31; 3,072 shares reported 2026-03-31.
- TWO SIGMA INVESTMENTS, LP: 92,689 shares reported 2025-12-31; 91,582 shares reported 2026-03-31.
106 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Hagerty, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-01-26 · Ahn Kenneth: Larger than 150 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2026-01-20 · Ahn Kenneth: Larger than 150 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2026-01-12 · Ahn Kenneth: Larger than 150 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2026-01-05 · Ahn Kenneth: Larger than 158 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-12-15 · Ahn Kenneth: Larger than 156 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-10-14 · KAUFFMAN ROBERT I: Larger than 153 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-09-08 · KAUFFMAN ROBERT I: Larger than 146 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-09-03 · KAUFFMAN ROBERT I: Larger than 149 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-08-29 · KAUFFMAN ROBERT I: Larger than 154 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-08-13 · Hagerty Holding Corp.: Larger than 160 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-08-13 · KAUFFMAN ROBERT I: Larger than 159 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-08-11 · KAUFFMAN ROBERT I: Larger than 161 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-08-07 · Hagerty Holding Corp.: Larger than all 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-07-24 · KAUFFMAN ROBERT I: Larger than 157 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-07-23 · KAUFFMAN ROBERT I: Larger than 147 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-07-10 · KAUFFMAN ROBERT I: Larger than 148 of the 162 other insider sales of Class A Common Stock on file. SEC filing
- 2025-07-09 · KAUFFMAN ROBERT I: Larger than 155 of the 162 other insider sales of Class A Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-05-15 | Kuczinski Anthony J · Director | Class A Common Stock | P — Open market or private purchase | +9,500 | 10.46 | SEC filing |
| 2026-04-07 | Harris Laurie · Director | Class A Common Stock | S — Open market or private sale | −5,531 | 11.01 | SEC filing |
| 2026-03-12 | Kuczinski Anthony J · Director | Class A Common Stock | P — Open market or private purchase | +4,000 | 9.50 | SEC filing |
| 2026-03-03 | Kuczinski Anthony J · Director | Class A Common Stock | P — Open market or private purchase | +15,000 | 10.72 | SEC filing |
| 2026-01-26 | Ahn Kenneth · President, Hagerty Marketplace | Class A Common Stock | S — Open market or private sale | −50,000 | 12.41 | SEC filing |
| 2026-01-20 | Ahn Kenneth · President, Hagerty Marketplace | Class A Common Stock | S — Open market or private sale | −50,000 | 12.55 | SEC filing |
| 2026-01-12 | Ahn Kenneth · President, Hagerty Marketplace | Class A Common Stock | S — Open market or private sale | −50,000 | 12.86 | SEC filing |
| 2026-01-09 | Ahn Kenneth · President, Hagerty Marketplace | Class A Common Stock | S — Open market or private sale | −1,350 | 13.25 | SEC filing |
Showing 8 of 18 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-04-02 | McClymont Patrick · Chief Financial Officer | Class A Common Stock | A — Grant, award, or other acquisition | +962 | SEC filing |
| 2026-04-02 | Chafey Diana · Chief Legal Officer | Class A Common Stock | A — Grant, award, or other acquisition | +1,165 | SEC filing |
| 2026-04-01 | Harris Laurie · Director | Class A Common Stock | A — Grant, award, or other acquisition | +11,871 | SEC filing |
| 2026-04-01 | DELANEY KEVIN M · Chief Accounting Officer | Class A Common Stock | A — Grant, award, or other acquisition | +17,614 | SEC filing |
| 2026-04-01 | Kuczinski Anthony J · Director | Class A Common Stock | A — Grant, award, or other acquisition | +11,871 | SEC filing |
| 2026-04-01 | Salmi Mika · Director | Class A Common Stock | A — Grant, award, or other acquisition | +11,871 | SEC filing |
| 2026-04-01 | KAUFFMAN ROBERT I · Director | Class A Common Stock | A — Grant, award, or other acquisition | +11,871 | SEC filing |
| 2026-04-01 | Heaton Michael R · Director | Class A Common Stock | A — Grant, award, or other acquisition | +11,871 | SEC filing |
Showing 8 of 31 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.