Hagerty
HGTY
13.93
+0.10
+0.72%
Hagerty
US · HGTY
#2976 by market cap
Listed 1970
13.93
+0.10
+0.72%
Live - 5344 symbols - heartbeat 247s ago
· 2026-10-08 05:54
Pre-market
13.82
-0.79%
After-hours
13.93
0.00%
- Market cap
- 1.55B
- P/E (TTM)i
- 107.15
- P/Bi
- 7.20
- EPSi
- 0.37
- Div yieldi
- 0.00%
- 52W posi
- 95%
Reader sentiment
Are you bullish or bearish on HGTY?
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
Accumulating
- Total institutional ownership rose 7.4 percentage points.
Institutional ownership
- Held by institutions
- 98.68% +7.41pp
- Institutions
- 145
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions added shares last reporting period, and the stock has seen net outflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Private Company50.78%
Mutual Fund33.26%
Insurance Company10.72%
Individual/Insider2.58%
Hedge Fund2.53%
Government Pension Fund0.78%
Public Company0.43%
Family Office/Trust0.19%
Top holders as of 2026-06-30
State Farm Mutual Automobile Insurance Company
50.75% · 51.80M sh
Markel-Gayner Asset Management Corporation
10.72% · 10.94M sh
Neuberger Berman Investment Advisers LLC
9.34% · 9.53M sh
T. Rowe Price Group, Inc.
5.97% · 6.09M sh
Polar Capital Holdings Plc
5.88% · 6.00M sh
Vanguard Capital Management, LLC
2.12% · 2.17M sh
Greenhaven Road Investment Management, LP
1.83% · 1.87M sh
Pembroke Management Ltd.
1.67% · 1.70M sh
Vanguard Portfolio Management, LLC
1.62% · 1.65M sh
Lincoln Capital, LLC
0.95% · 973.65K sh
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 22 buys · 28 sells
| Name | Role | Stake |
|---|---|---|
| State Farm Mutual Automobile Insurance Company | -- | 50.75% |
| Markel-Gayner Asset Management Corporation | -- | 10.72% |
| Robert Kauffmann | Independent Director | 0.73% |
| McKeel Hagerty | Chief Executive Officer | 0.60% |
| William Swanson | Independent Director | 0.45% |
| Collette Champagne | Chief Human Resources Officer & CAO | 0.18% |
| Patrick McClymont | Chief Financial Officer | 0.15% |
| Kenneth Ahn | President of Marketplace & Radius | 0.08% |
| Russell Page | Chief Information Officer | 0.07% |
| Anthony Kuczinski | Director | 0.06% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-23 | Robert Kauffmann | Independent Director | Other Disposition | -74,000 | -- |
| 2026-09-10 | Markel-Gayner Asset Management Corporation | -- | Derivative Exercise and Retained | +7,836,411 | -- |
| 2026-09-10 | McKeel Hagerty | Chief Executive Officer | Other Disposition | -10,637,500 | -- |
| 2026-09-10 | McKeel Hagerty | Chief Executive Officer | Derivative Exercise and Sale | -10,637,500 | $11.47 |
| 2026-07-01 | Kevin Delaney | Principal Accounting Officer, Chief Accounting Officer & Corporate Controller | Automatic Disposition | -3,113 | $12.25 |
| 2026-06-30 | Kevin Delaney | Principal Accounting Officer, Chief Accounting Officer & Corporate Controller | Automatic Disposition | -10,345 | $12.01–12.10 |
| 2026-06-30 | Kevin Delaney | Principal Accounting Officer, Chief Accounting Officer & Corporate Controller | Sale to Issuer | -2,525 | $12.06 |
| 2026-06-30 | Jeffrey Briglia | President of Insurance | Sale to Issuer | -4,892 | $12.06 |
| 2026-06-30 | Henrik Bjornstad | Director | Other Acquisition | +10,114 | -- |
| 2026-06-29 | Kevin Delaney | Principal Accounting Officer, Chief Accounting Officer & Corporate Controller | Intent to Sell (Form 144) | -905 | $12.01 |
| 2026-05-14 | Anthony Kuczinski | Director | Open Market Acquisition | +9,500 | $10.46 |
| 2026-04-06 | Laurie Harris | Independent Director | Automatic Disposition | -5,531 | $11.01 |
| 2026-04-01 | Diana Chafey | Chief Legal Officer | Other Acquisition | +1,165 | $10.13 |
| 2026-04-01 | Patrick McClymont | Chief Financial Officer | Other Acquisition | +962 | $10.13 |
| 2026-03-31 | William Swanson | Independent Director | Other Acquisition | +11,871 | -- |
| 2026-03-31 | Robert Kauffmann | Independent Director | Other Acquisition | +11,871 | -- |
| 2026-03-31 | Anthony Kuczinski | Director | Other Acquisition | +11,871 | -- |
| 2026-03-31 | Sabrina Kay | Independent Director | Other Acquisition | +11,871 | -- |
| 2026-03-31 | Kevin Delaney | Principal Accounting Officer, Chief Accounting Officer & Corporate Controller | Sale to Issuer | -8,456 | $10.66 |
| 2026-03-31 | Kevin Delaney | Principal Accounting Officer, Chief Accounting Officer & Corporate Controller | Other Acquisition | +17,614 | -- |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-08 05:54:47 · For reference only, not investment advice and not tailored to your situation.