Hagerty Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NYSE:HGTY Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
11 Mar 25BuyUS$19,190Anthony KuczinskiIndividual2,000US$9.68

Insider Trading Volume

Insider Buying: HGTY insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of HGTY?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders5,624,8246.25%
General Public9,684,82810.8%
Institutions22,931,01125.5%
Private Companies51,800,00057.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 86.92% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
57.5%
State Farm Mutual Automobile Insurance Company
51,800,000US$1.7b0%no data
5.55%
Polar Capital Holdings Plc
5,000,000US$166.9m0%0.17%
5.25%
Neuberger Berman Investment Advisers LLC
4,725,196US$157.7m11.4%0.03%
4.59%
Robert Kauffmann
4,137,292US$138.1m-42.5%no data
3.45%
Markel-Gayner Asset Management Corporation
3,108,000US$103.7m0%0.22%
2.96%
The Vanguard Group, Inc.
2,663,268US$88.9m-7.05%no data
1.37%
Greenhaven Road Investment Management, LP
1,236,170US$41.3m-18.1%4.93%
1.06%
Pembroke Management Ltd.
953,427US$31.8m0%0.83%
0.58%
Royce & Associates, LP
525,000US$17.5m0%0.05%
0.55%
Fenimore Asset Management, Inc.
498,986US$16.7m-47.5%0.09%
0.55%
Lincoln Capital, LLC
494,495US$16.5m6.7%0.92%
0.51%
BlackRock, Inc.
460,840US$15.4m0.67%no data
0.49%
William Swanson
442,874US$14.8m2.27%no data
0.43%
McKeel Hagerty
387,427US$12.9m7.91%no data
0.35%
Confluence Investment Management LLC
316,369US$10.6m-6.15%0.04%
0.27%
Geode Capital Management, LLC
240,927US$8.0m-2.64%no data
0.22%
Renaissance Technologies LLC
193,896US$6.5m21.6%no data
0.17%
UBS Asset Management AG
149,532US$5.0m72.8%no data
0.16%
Collette Champagne
144,395US$4.8m1,030%no data
0.16%
Charles Schwab Investment Management, Inc.
140,037US$4.7m0%no data
0.15%
State Street Global Advisors, Inc.
137,844US$4.6m8.44%no data
0.15%
Connor, Clark & Lunn Investment Management Ltd.
137,101US$4.6m41.1%0.01%
0.15%
Two Sigma Advisers, LP
135,900US$4.5m-2.16%no data
0.13%
Two Sigma Investments, LP
117,432US$3.9m-3.58%no data
0.13%
LPL Financial Corporation, Asset Management Arm
115,098US$3.8m-0.17%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/01 15:33
End of Day Share Price 2025/05/01 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Hagerty, Inc. is covered by 4 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jamminder BhullarJ.P. Morgan
Pablo Augusto SingzonJ.P. Morgan
Charles Gregory PetersRaymond James & Associates