Institutional shares held 74.8 Million
48.8K calls
6.3K puts
Total value of holdings $657M
$428K calls
$55K puts
Market Cap $726M
82,452,200 Shares Out.
Institutional ownership 90.67%
# of Institutions 90


Latest Institutional Activity in HGTY

Top Purchases

Q1 2025
Compass Wealth Management LLC Shares Held: 1.17K ($10.3K)
Q1 2025
Global Financial Private Client, LLC Shares Held: 4 ($35.2)
Q4 2024
Pembroke Management, LTD Shares Held: 953K ($8.4M)
Q4 2024
Neuberger Berman Group LLC Shares Held: 4.73M ($41.6M)
Q4 2024
Markel Corp Shares Held: 3.11M ($27.4M)

Top Sells

Q1 2025
Fenimore Asset Management Inc Shares Held: 499K ($4.4M)
Q1 2025
Confluence Investment Management LLC Shares Held: 316K ($2.79M)
Q1 2025
Princeton Global Asset Management LLC Shares Held: 150 ($1.32K)
Q4 2024
Greenhaven Road Investment Management, L.P. Shares Held: 1.24M ($10.9M)
Q4 2024
Vanguard Group Inc Shares Held: 2.66M ($23.5M)

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

View all
Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
2.87M Shares
From 21 Insiders
Grant, award, or other acquisition 513K shares
Exercise of conversion of derivative security 442K shares
Other acquisition or disposition 1.91M shares
Open market or private purchase 2K shares
Sell / Disposition
2.1M Shares
From 10 Insiders
Open market or private sale 1.91M shares
Payment of exercise price or tax liability 182K shares

Track Institutional and Insider Activities on HGTY

Follow Hagerty, Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells HGTY shares.

Notify only if
Any

Insider Trading

Get notified when an Hagerty, Inc. insider buys or sells HGTY shares.

Notify only if
Any
Any
P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
20 item(s) selected

News

Receive news related to Hagerty, Inc.

Track Activities on HGTY