Institutional shares held 73.9 Million
17.2K calls
6.8K puts
Total value of holdings $705M
$164K calls
$64K puts
Market Cap $775M
82,452,200 Shares Out.
Institutional ownership 89.63%
# of Institutions 81


Latest Institutional Activity in HGTY

Top Purchases

Q3 2024
State Farm Mutual Automobile Insurance CO Shares Held: 51.8M ($487M)
Q3 2024
Greenhaven Road Investment Management, L.P. Shares Held: 1.51M ($14.2M)
Q3 2024
Neuberger Berman Group LLC Shares Held: 4.24M ($39.9M)
Q3 2024
Citadel Advisors LLC Shares Held: 127K ($1.19M)
Q3 2024
Millennium Management LLC Shares Held: 113K ($1.06M)

Top Sells

Q4 2024
Confluence Investment Management LLC Shares Held: 337K ($3.17M)
Q3 2024
Geode Capital Management, LLC Shares Held: 247K ($2.33M)
Q3 2024
Ubs Asset Management Americas Inc Shares Held: 59.6K ($561K)
Q3 2024
Northern Trust Corp Shares Held: 93.3K ($877K)
Q3 2024
Bank Of America Corp Shares Held: 3.79K ($35.6K)

About HGTY

Hagerty, Inc. provides insurance agency services worldwide. It offers automobile and boat insurance products; and reinsurance products. The company also provides Hagerty Media, which publishes contents through the HDC Magazine, video content, YouTube channel; HDC that offers subscription based products and services, including HDC Magazine, automotive enthusiast events, proprietary vehicle valuation tools, emergency roadside services, and special vehicle-related discounts; HVT, a valuation tool used by the customer to access current and historic pricing data of collector car, truck, SUV, and motorcycle models; and Hagerty Events, an eclectic mix of small and large events. In addition, it offers DriveShare, a peer-to-peer rental platform for collector and cool vehicles; Motorsport Reg, a motorsport membership, licensing, and event online management system that automates event listings, registration, and payment processing for various motorsport events; and Hagerty Garage + Social, a platform that provides clubhouses and car storage facilities. The company is headquartered in Traverse City, Michigan.


Insider Transactions at HGTY

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
2.9M Shares
From 21 Insiders
Grant, award, or other acquisition 550K shares
Exercise of conversion of derivative security 442K shares
Other acquisition or disposition 1.91M shares
Sell / Disposition
1.68M Shares
From 6 Insiders
Open market or private sale 1.67M shares
Payment of exercise price or tax liability 12.6K shares

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