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
Date	Value	Name	Entity	Shares	Max Price
12 Mar 26	BuyUS$38,000	Anthony Kuczinski	Individual	4,000	US$9.50
03 Mar 26	BuyUS$160,800	Anthony Kuczinski	Individual	15,000	US$10.72
05 Sep 25	BuyUS$11,620	Anthony Kuczinski	Individual	1,000	US$11.62
13 Aug 25	SellUS$14,924,888	Robert Kauffmann	Individual	1,673,250	US$8.92
14 May 25	BuyUS$28,630	Anthony Kuczinski	Individual	3,000	US$9.75

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 Type	Number of Shares	Ownership Percentage
Individual Insiders	2,483,964	2.46%
General Public	8,705,153	8.61%
Institutions	38,077,416	37.7%
Private Companies	51,800,000	51.3%

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

Top Shareholders

Top 25 shareholders own 88.05% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
51.3%	State Farm Mutual Automobile Insurance Company	51,800,000	US$1.9b	0%	0.39%
8.18%	Neuberger Berman Investment Advisers LLC	8,269,620	US$300.0m	2.76%	0.06%
5.71%	Polar Capital Holdings Plc	5,767,416	US$209.2m	-0.86%	0.15%
5.1%	T. Rowe Price Group, Inc.	5,156,899	US$187.1m	-1.31%	no data
3.38%	The Vanguard Group, Inc.	3,415,742	US$123.9m	-1.17%	no data
3.08%	Markel-Gayner Asset Management Corporation	3,108,000	US$112.7m	0%	0.23%
2.59%	Greenhaven Road Investment Management, LP	2,616,654	US$94.9m	-1.81%	16.64%
2.2%	Pembroke Management Ltd.	2,226,961	US$80.8m	-1.51%	1.65%
0.81%	Robert Kauffmann	815,399	US$29.6m	1.73%	no data
0.8%	Lincoln Capital, LLC	812,858	US$29.5m	3.23%	1.58%
0.66%	BlackRock, Inc.	671,924	US$24.4m	3.65%	no data
0.52%	Royce & Associates, LP	525,000	US$19.0m	0%	0.04%
0.5%	McKeel Hagerty	502,390	US$18.2m	0%	no data
0.45%	William Swanson	456,702	US$16.6m	3.12%	no data
0.39%	Geode Capital Management, LLC	398,144	US$14.4m	-0.98%	no data
0.34%	FMR LLC	347,773	US$12.6m	-30.5%	no data
0.32%	Scholtz & Company, L.L.C.	323,315	US$11.7m	-0.54%	1.54%
0.28%	Eaton Vance Management	282,597	US$10.3m	0%	no data
0.25%	Woodline Partners LP	252,530	US$9.2m	-8.94%	0.01%
0.24%	UBS Asset Management AG	237,847	US$8.6m	-9.01%	no data
0.23%	State Street Global Advisors, Inc.	230,786	US$8.4m	15.2%	no data
0.21%	Charles Schwab Investment Management, Inc.	215,830	US$7.8m	0%	no data
0.2%	Gillson Capital LP	202,012	US$7.3m	15.4%	0.15%
0.18%	Dimensional Fund Advisors LP	181,448	US$6.6m	50.3%	no data
0.17%	Oxford Financial Group, Ltd. LLC	170,000	US$6.2m	0%	0.1%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/04/27 14:33
End of Day Share Price	2026/04/27 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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 11 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Charles Lederer	BMO Capital Markets Equity Research
Michael Zaremski	BMO Capital Markets Equity Research
Matthew Carletti	Citizens JMP Securities, LLC