Hagerty, Inc.

HGTY

Hagerty, Inc.

HGTY

Insider Sentiment (TTM):

Last Purchase:2026-05-15Last Sale:2026-04-07Shares Purchased (TTM):29,500Shares Sold (TTM):550,004

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:84,867,711Shares Outstanding:101,034,000Institutional Ownership Pct.:84.00%

Earnings Market Reaction:

Filing Date:2026-08-05Price on Filing Date:N/APrevious Close:N/A% Change:N/A

Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Assets
Assets Current
Available For Sale Securities Debt Securities	702	673	696	-	-	-	578	-	-	-	-	-
Equity Securities Fv Ni Current And Noncurrent	55	48	35	-	-	-	12	-	-	-	-	-
Investments	757	721	731	-	-	-	590	-	-	-	-	-
Cash And Cash Equivalents At Carrying Value	298	212	160	160	140	128	105	147	121	131	108	91
Restricted Cash And Cash Equivalents At Carrying V…	-	-	-	172	190	159	128	176	195	596	616	595
Short Term Investments	-	-	-	130	119	105	74	62	65	-	11	-
Restricted Cash And Cash Equivalents	169	154	139	-	190	159	128	-	-	-	-	-
Accounts Receivable Net Current	27	28	96	107	108	98	85	93	88	72	72	82
Premiums Receivable At Carrying Value	120	92	181	231	250	176	154	202	222	157	138	179
Notes And Loans Receivable Net Current	-	-	-	94	83	62	45	63	60	57	36	27
Deferred Policy Acquisition Costs	100	144	179	192	178	152	156	169	159	137	142	155
Other Assets Current	-	-	-	99	116	102	91	78	84	81	49	57
Assets Current	-	-	-	1,214	1,213	998	858	1,009	1,013	1,245	1,250	1,249
Long Term Investments	-	-	-	544	482	481	516	472	405	-	6	-
Notes And Loans Receivable Net Noncurrent	-	-	-	18	18	11	12	12	1	4	17	13
Reinsurance Recoverables Gross	12	12	15	-	-	-	12	-	-	-	-	-
Prepaid Reinsurance Premiums	50	40	22	-	-	-	19	-	-	-	-	-
Notes Receivable Net	153	149	114	-	-	-	57	-	-	-	-	-
Intangible Assets Net Excluding Goodwill	89	89	89	88	87	87	90	92	83	88	92	96
Goodwill	114	114	114	114	114	114	114	114	114	114	114	114
Deferred Tax Assets Gross	-	-	-	45	-	-	-	-	-	-	-	-
Other Assets Noncurrent	-	-	-	86	67	63	57	55	47	49	38	38
Property Plant And Equipment Net	-	-	16	-	17	18	18	19	20	20	21	22
Deferred Income Tax Assets Net	48	40	43	-	-	-	0	-	-	-	-	-
Operating Lease Right Of Use Asset	-	39	41	42	43	43	44	46	47	49	51	52
Other Assets	209	228	182	-	-	-	180	-	-	-	-	-
Assets	2,148	2,025	2,094	2,152	2,041	1,816	1,709	1,818	1,730	1,570	1,588	1,584
Liabilities Temporary Equ…
Liabilities Current
Accounts Payable And Other Accrued Liabilities Cur…	90	86	112	148	138	117	59	75	77	95	87	76
Long Term Debt Current	-	-	-	73	-	-	-	-	-	-	-	-
Reinsurance Payable	242	204	169	277	259	252	168	259	218	204	62	191
Ceded Premiums Payable	-	-	-	-	-	-	-	118	139	97	80	113
Unearned Premiums	598	508	412	439	410	352	358	386	363	313	317	336
Contract With Customer Liability Current	-	-	-	-	37	33	32	39	37	31	30	34
Liabilities Current	-	-	-	1,216	1,146	987	915	1,001	970	849	842	891
Operating Lease Liability Noncurrent	-	-	-	41	41	42	43	45	47	49	50	52
Long Term Debt Noncurrent	216	229	178	104	153	133	106	123	98	91	131	76
Contract With Customer Liability	51	46	46	-	-	-	47	-	-	-	-	-
Deferred Income Tax Liabilities Net	0	6	23	24	22	18	18	21	18	15	16	18
Other Liabilities Noncurrent	-	-	-	14	3	2	4	4	3	3	4	4
Other Liabilities	95	107	62	-	-	-	59	-	-	-	-	-
Liabilities	1,414	1,291	1,347	1,437	1,380	1,197	1,101	1,210	1,194	1,065	1,095	1,105
Commitments And Contingencies	0	0	0	0	0	0	0	0	0	0	0	0
Temporary Equity
Contract With Customer Liability Noncurrent	-	-	-	-	14	15	15	16	16	17	17	18
Temporary Equity Carrying Amount Attributable To P…	85	89	87	85	83	87	85	83	81	85	83	81
Stockholders Equity Inclu…
Additional Paid In Capital	624	626	623	622	605	607	604	602	555	564	562	558
Retained Earnings Accumulated Deficit	-407	-407	-403	-412	-433	-444	-452	-455	-460	-470	-469	-484
Accumulated Other Comprehensive Income Loss Net Of…	-1	-0	1	1	0	-0	-2	1	-1	-0	-0	-0
Stockholders Equity	650	219	660	212	172	163	524	148	454	94	93	398
Minority Interest	434	427	439	418	406	370	373	377	360	327	318	323
Liabilities And Stockholders Equity	2,148	2,025	2,094	2,152	2,041	1,816	1,709	1,818	1,730	1,570	1,588	1,584
Common Class A	-	102	0	10	1	90	0	4	1	85	0	0
Common Class V	-	242	0	-9	-0	251	0	0	0	251	0	0
Available For Sale Debt Securities Amortized Cost …	702	671	688	-	-	-	579	-	-	-	-	-
Temporary Equity Par Or Stated Value Per Share	0	0	0	0	0	0	0	0	0	0	0	0
Temporary Equity Shares Authorized	20	20	20	20	20	20	20	20	20	20	20	20
Temporary Equity Shares Issued	8	8	8	8	8	8	8	8	8	8	8	8
Temporary Equity Shares Outstanding	8	8	8	8	8	8	8	8	8	8	8	8
Common Stock Shares Issued	347	-	-	-	346	-	-	-	-	-	-	-
Shares Outstanding	347	-	-	346	346	345	345	345	341	340	340	340

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10‑Q10‑K

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	1.49%	16.78%	15.99%	-	-	-	-	-	-	-	-	-
2025	-0.31%	4.41%	10.26%	6.51%	11.72%	2.88%	19.93%	24.06%	12.93%	-13.23%	-10.42%	-13.65%
2024	5.83%	14.41%	20.79%	10.76%	-3.34%	-3.90%	3.06%	-14.00%	-14.26%	-9.09%	-12.53%	-8.08%
2023	-	-	-	5.52%	-4.00%	-10.93%	2.00%	-8.02%	-5.19%	0.11%	0.56%	8.46%
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Performance and Valuation Metrics

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Metrics	2026-06-30	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30
Liquidity Ratios
Current Ratio	-	-	-	1.00	1.06	1.01	0.94	1.01	1.04	1.47	1.48	1.40
Quick Ratio	-	-	-	1.00	1.06	1.01	0.94	1.01	1.04	1.47	1.48	1.40
Working Capital	-	-	-	-1.83M	67.00M	10.87M	-57.04M	7.85M	42.59M	395.78M	407.92M	358.16M
Leverage & Debt
Debt to Equity	-	-	-	6.79	8.01	7.35	2.10	8.16	2.63	11.38	2.67	2.78
Debt Ratio	-	-	-	0.67	0.68	0.66	0.64	0.67	0.69	0.68	0.69	0.70
Efficiency & Turnover
Asset Turnover TTM	-	-	-	0.88	0.81	0.77	0.75	0.63	0.73	0.82	0.69	0.61
Days Sales Outstanding TTM	17.44	15.92	22.68	21.03	23.54	23.83	22.97	29.79	25.27	21.00	23.68	31.08
Receivables Turnover TTM	20.93	22.93	16.10	17.36	15.51	15.32	15.89	12.25	14.44	17.38	15.41	11.74
Per Share Metrics
Diluted EPS TTM	-	1.08	0.43	0.37	1.12	0.28	0.88	0.88	0.92	0.45	0.08	-0.18
Free Cash Flow Per Share TTM	0.89	1.63	2.06	1.21	1.03	1.56	1.78	1.88	1.91	1.86	1.27	0.73
Dividend Per Share TTM	0.00	0.06	0.06	0.06	0.06	0.06	0.06	0.06	0.07	0.00	0.00	0.00
Margin Metrics
Gross Profit Margin TTM	-	-	81.90%	85.57%	84.83%	82.71%	82.16%	79.74%	81.39%	81.40%	78.32%	76.45%
Operating Profit Margin TTM	3.91%	7.00%	10.12%	6.52%	5.88%	6.16%	5.35%	5.02%	5.03%	3.34%	1.04%	-2.12%
Net Profit Margin TTM	4.95%	7.58%	10.25%	7.40%	6.70%	7.50%	6.31%	7.36%	6.60%	3.29%	2.82%	-1.72%
Growth Metrics
Net Revenue Growth (1Y)	-6.99%	10.92%	17.31%	62.28%	27.60%	10.88%	24.12%	20.67%	43.37%	44.54%	27.00%	42.52%
Net Income Growth (1Y)	-31.31%	12.11%	90.57%	63.19%	29.48%	153.13%	177.88%	-615.53%	-508.88%	-241.44%	1,072.66%	-48.82%
EPS Growth (1Y)	-82.04%	-0.09%	76.70%	52.20%	22.33%	137.98%	167.25%	-585.57%	-502.60%	-239.06%	1,052.43%	-49.83%
Valuation Metrics
P/E TTM	59.03	9.74	8.50	8.97	8.99	8.36	10.79	11.53	11.32	20.13	23.30	-44.98
P/B TTM	6.36	4.86	1.92	5.47	5.32	5.00	1.61	6.15	1.96	8.28	1.60	1.74
P/S TTM	2.92	0.74	0.87	0.66	0.60	0.63	0.68	0.85	0.75	0.66	0.66	0.77
Market Cap	4.13B	1.06B	1.27B	1.16B	916.96M	814.02M	844.65M	912.16M	891.14M	774.60M	656.60M	690.19M
Enterprise Value	3.88B	925.76M	1.15B	1.00B	739.75M	660.31M	717.57M	711.60M	673.65M	139.26M	63.01M	80.38M
Calculated Values
Free Cash Flow TTM	308.39M	164.55M	194.45M	116.26M	93.09M	140.42M	155.68M	169.00M	163.32M	157.41M	107.30M	61.48M
Net Debt	-251.68M	-138.13M	-121.09M	-155.14M	-177.20M	-153.71M	-127.09M	-200.56M	-217.49M	-635.34M	-593.60M	-609.81M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
NCAV
NCAV Per Share TTM
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

Insider Transactions

2026-05-15Purchase

Owner: Kuczinski, Anthony J

Title: -

Shares: 9,500

Price/Share: $10.46

Value: $99,370.00

Shares Owned: 68,648

Relationship: Director

Ownership: Direct

2026-04-07Sale

Owner: Harris, Laurie

Title: -

Shares: 5,531

Price/Share: $11.01

Value: $60,896.31

Shares Owned: 36,689

Relationship: Director

Ownership: Direct

2026-03-12Purchase

Owner: Kuczinski, Anthony J

Title: -

Shares: 4,000

Price/Share: $9.50

Value: $38,000.00

Shares Owned: 47,277

Relationship: Director

Ownership: Direct

2026-03-03Purchase

Owner: Kuczinski, Anthony J

Title: -

Shares: 15,000

Price/Share: $10.72

Value: $160,800.00

Shares Owned: 43,277

Relationship: Director

Ownership: Direct

2026-01-26Sale

Owner: Ahn, Kenneth

Title: President, Hagerty Marketplace

Shares: 50,000

Price/Share: $12.41

Value: $620,500.00

Shares Owned: -

Relationship: Officer

Ownership: Indirect

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-05-15	Kuczinski, Anthony J	Director	-	Direct	Purchase	9,500	10.46	$99,370.00	68,648	4
2026-04-07	Harris, Laurie	Director	-	Direct	Sale	5,531	11.01	$60,896.31	36,689	4
2026-03-12	Kuczinski, Anthony J	Director	-	Direct	Purchase	4,000	9.50	$38,000.00	47,277	4
2026-03-03	Kuczinski, Anthony J	Director	-	Direct	Purchase	15,000	10.72	$160,800.00	43,277	4
2026-01-26	Ahn, Kenneth	Officer	President, Hagerty Marketplace	Indirect	Sale	50,000	12.41	$620,500.00	0	4
2026-01-20	Ahn, Kenneth	Officer	President, Hagerty Marketplace	Indirect	Sale	50,000	12.55	$627,500.00	0	4
2026-01-12	Ahn, Kenneth	Officer	President, Hagerty Marketplace	Indirect	Sale	50,000	12.86	$643,000.00	0	4
2026-01-07	Ahn, Kenneth	Officer	President, Hagerty Marketplace	Indirect	Sale	24,247	13.08	$317,150.76	0	4
2025-12-15	Ahn, Kenneth	Officer	President, Hagerty Marketplace	Indirect	Sale	100,000	12.80	$1,280,000.00	0	4
2025-10-27	Kauffman, Robert I	Director	-	Indirect	Sale	15,270	11.12	$169,802.40	898,097	4
2025-10-24	Kauffman, Robert I	Director	-	Indirect	Sale	14,731	11.16	$164,397.96	913,367	4
2025-10-21	Kauffman, Robert I	Director	-	Indirect	Sale	12,219	11.19	$136,730.61	952,593	4
2025-10-16	Kauffman, Robert I	Director	-	Indirect	Sale	23,392	11.64	$272,282.88	987,742	4
2025-10-08	Kauffman, Robert I	Director	-	Indirect	Sale	22,629	12.00	$271,548.00	1,079,049	4
2025-10-06	Kauffman, Robert I	Director	-	Indirect	Sale	3,024	12.01	$36,318.24	1,108,539	4
2025-10-01	Kauffman, Robert I	Director	-	Indirect	Sale	18,372	12.06	$221,566.32	1,132,877	4
2025-09-22	Kauffman, Robert I	Director	-	Indirect	Sale	34,447	12.38	$426,453.86	1,186,942	4
2025-09-16	Kauffman, Robert I	Director	-	Indirect	Sale	17,622	12.46	$219,570.12	1,221,389	4
2025-09-08	Kauffman, Robert I	Director	-	Indirect	Sale	38,085	12.01	$457,400.85	1,250,444	4
2025-09-05	Kuczinski, Anthony J	Director	-	Direct	Purchase	1,000	11.62	$11,620.00	28,277	4
2025-09-03	Kauffman, Robert I	Director	-	Indirect	Sale	41,699	11.31	$471,615.69	1,288,529	4
2025-08-28	Kauffman, Robert I	Director	-	Indirect	Sale	28,736	11.21	$322,130.56	1,415,023	4
2025-08-25	Kauffman, Robert I	Director	-	Indirect	Sale	7,668	10.87	$83,351.16	1,482,307	4
2025-08-13	Kauffman, Robert I	Director	-	Indirect	Sale	218,250	8.92	$1,946,790.00	1,503,412	4
2025-08-13	Hagerty, Holding Corp.	TenPercentOwner	-	Direct	Sale	1,236,750	8.92	$11,031,810.00	0	4
2025-08-07	Hagerty, Holding Corp.	TenPercentOwner	-	Direct	Sale	8,245,000	8.92	$73,545,400.00	0	4
2025-07-28	Kauffman, Robert I	Director	-	Indirect	Sale	4,000	10.85	$43,400.00	3,176,662	4
2025-07-24	Kauffman, Robert I	Director	-	Indirect	Sale	110,600	10.46	$1,156,876.00	3,205,390	4
2025-07-21	Kauffman, Robert I	Director	-	Indirect	Sale	16,897	10.12	$170,997.64	3,388,252	4
2025-07-16	Kauffman, Robert I	Director	-	Indirect	Sale	16,972	10.03	$170,229.16	3,459,085	4
2025-07-11	Kauffman, Robert I	Director	-	Indirect	Sale	9,970	9.94	$99,101.80	3,499,281	4
2025-07-08	Kauffman, Robert I	Director	-	Indirect	Sale	12,465	10.19	$127,018.35	3,649,256	4
2025-07-02	Kauffman, Robert I	Director	-	Indirect	Sale	12,500	10.04	$125,500.00	3,674,735	4
2025-06-27	Kauffman, Robert I	Director	-	Indirect	Sale	7,432	10.12	$75,211.84	3,698,835	4
2025-06-24	Kauffman, Robert I	Director	-	Indirect	Sale	31,110	10.14	$315,455.40	3,738,504	4
2025-06-18	Kauffman, Robert I	Director	-	Indirect	Sale	10,380	9.66	$100,270.80	3,789,071	4
2025-06-13	Kauffman, Robert I	Director	-	Indirect	Sale	8,127	9.44	$76,718.88	3,808,071	4
2025-06-10	Kauffman, Robert I	Director	-	Indirect	Sale	3,927	9.60	$37,699.20	3,829,189	4
2025-06-05	Kauffman, Robert I	Director	-	Indirect	Sale	15,823	10.08	$159,495.84	3,851,869	4
2025-06-02	Kauffman, Robert I	Director	-	Indirect	Sale	3,726	9.85	$36,701.10	3,885,099	4
2025-05-28	Kauffman, Robert I	Director	-	Indirect	Sale	7,000	9.37	$65,590.00	3,916,007	4
2025-05-22	Kauffman, Robert I	Director	-	Indirect	Sale	2,644	9.19	$24,298.36	3,932,551	4
2025-05-19	Kauffman, Robert I	Director	-	Indirect	Sale	24,110	9.86	$237,724.60	3,947,323	4
2025-05-14	Kuczinski, Anthony J	Director	-	Direct	Purchase	1,000	9.75	$9,750.00	27,277	4
2025-05-14	Kauffman, Robert I	Director	-	Indirect	Sale	7,239	9.68	$70,073.52	3,991,838	4
2025-05-09	Kauffman, Robert I	Director	-	Indirect	Sale	4,183	9.71	$40,616.93	4,037,252	4
2025-05-05	Kauffman, Robert I	Director	-	Indirect	Sale	2,455	9.02	$22,144.10	4,079,910	4
2025-04-25	Kauffman, Robert I	Director	-	Indirect	Sale	1,149	9.02	$10,363.98	4,083,818	4
2025-04-04	Harris, Laurie	Director	-	Direct	Sale	3,934	8.41	$33,084.94	30,349	4
2025-04-02	Kauffman, Robert I	Director	-	Indirect	Sale	1,215	9.07	$11,020.05	4,093,146	4
2025-04-01	Kauffman, Robert I	Director	-	Indirect	Sale	8,354	9.06	$75,687.24	4,094,361	4
2025-03-26	Kauffman, Robert I	Director	-	Indirect	Sale	9,770	9.24	$90,274.80	4,129,921	4
2025-03-24	Kauffman, Robert I	Director	-	Indirect	Sale	10,468	9.24	$96,724.32	4,147,676	4
2025-03-20	Kauffman, Robert I	Director	-	Indirect	Sale	3,642	9.17	$33,397.14	4,168,564	4
2025-03-17	Kauffman, Robert I	Director	-	Indirect	Sale	12,950	9.35	$121,082.50	4,192,996	4
2025-03-12	Kauffman, Robert I	Director	-	Indirect	Sale	3,400	9.30	$31,620.00	4,223,861	4
2025-03-11	Kuczinski, Anthony J	Director	-	Direct	Purchase	1,135	9.53	$10,816.55	10,449	4
2025-03-07	Kauffman, Robert I	Director	-	Indirect	Sale	2,112	9.79	$20,676.48	4,240,973	4
2025-03-04	Kauffman, Robert I	Director	-	Indirect	Sale	6,977	9.81	$68,444.37	4,256,629	4
2025-02-27	Kauffman, Robert I	Director	-	Indirect	Sale	1,597	10.11	$16,145.67	4,273,932	4
2025-02-24	Kauffman, Robert I	Director	-	Indirect	Sale	2,117	10.07	$21,318.19	4,280,673	4
2025-02-19	Kauffman, Robert I	Director	-	Indirect	Sale	2,614	10.05	$26,270.70	4,289,119	4
2025-02-13	Kauffman, Robert I	Director	-	Indirect	Sale	3,518	10.22	$35,953.96	4,299,663	4
2025-02-10	Kauffman, Robert I	Director	-	Indirect	Sale	3,231	10.17	$32,859.27	4,308,961	4
2025-02-05	Kauffman, Robert I	Director	-	Indirect	Sale	4,915	9.97	$49,002.55	4,320,314	4
2025-01-31	Kauffman, Robert I	Director	-	Indirect	Sale	4,453	9.72	$43,283.16	4,335,107	4
2025-01-28	Kauffman, Robert I	Director	-	Indirect	Sale	2,833	9.79	$27,735.07	4,346,039	4
2025-01-23	Kauffman, Robert I	Director	-	Indirect	Sale	5,044	9.70	$48,926.80	4,361,998	4
2025-01-17	Kauffman, Robert I	Director	-	Indirect	Sale	2,407	9.69	$23,323.83	4,375,960	4
2025-01-14	Kauffman, Robert I	Director	-	Indirect	Sale	3,972	9.45	$37,535.40	4,385,549	4
2025-01-08	Kauffman, Robert I	Director	-	Indirect	Sale	5,278	9.40	$49,613.20	4,405,500	4
2025-01-06	Kauffman, Robert I	Director	-	Indirect	Sale	6,111	9.66	$59,032.26	4,417,368	4
2024-12-31	Kauffman, Robert I	Director	-	Indirect	Sale	4,982	9.62	$47,926.84	4,437,477	4
2024-12-26	Kauffman, Robert I	Director	-	Indirect	Sale	2,687	9.98	$26,816.26	4,449,856	4
2024-12-23	Kauffman, Robert I	Director	-	Indirect	Sale	11,046	10.13	$111,895.98	4,454,010	4
2024-12-18	Kauffman, Robert I	Director	-	Indirect	Sale	7,274	10.66	$77,540.84	4,486,982	4
2024-12-13	Kauffman, Robert I	Director	-	Indirect	Sale	4,566	11.07	$50,545.62	4,506,444	4
2024-12-10	Kauffman, Robert I	Director	-	Indirect	Sale	6,504	11.19	$72,779.76	4,524,092	4
2024-12-05	Kauffman, Robert I	Director	-	Indirect	Sale	9,322	11.48	$107,016.56	4,547,725	4
2024-12-02	Kauffman, Robert I	Director	-	Indirect	Sale	29,624	11.95	$354,006.80	4,567,344	4
2024-11-26	Kauffman, Robert I	Director	-	Indirect	Sale	49,482	11.60	$573,991.20	4,660,586	4
2024-11-21	Kauffman, Robert I	Director	-	Indirect	Sale	62,342	11.21	$698,853.82	4,757,757	4
2024-11-18	Kauffman, Robert I	Director	-	Indirect	Sale	8,995	11.16	$100,384.20	4,899,716	4
2024-11-14	Kauffman, Robert I	Director	-	Indirect	Sale	27,211	11.15	$303,402.65	4,911,902	4
2024-11-11	Kauffman, Robert I	Director	-	Indirect	Sale	15,223	10.85	$165,169.55	4,964,603	4
2024-11-06	Kauffman, Robert I	Director	-	Indirect	Sale	8,224	11.80	$97,043.20	5,006,167	4
2024-11-01	Kauffman, Robert I	Director	-	Indirect	Sale	9,103	10.92	$99,404.76	5,024,059	4
2024-10-29	Kauffman, Robert I	Director	-	Indirect	Sale	4,166	10.53	$43,867.98	5,042,227	4
2024-10-24	Kauffman, Robert I	Director	-	Indirect	Sale	8,864	10.59	$93,869.76	5,053,448	4
2024-10-21	Kauffman, Robert I	Director	-	Indirect	Sale	3,083	10.47	$32,279.01	5,071,388	4
2024-10-16	Kauffman, Robert I	Director	-	Indirect	Sale	3,040	10.72	$32,588.80	5,080,626	4
2024-10-11	Kauffman, Robert I	Director	-	Indirect	Sale	3,683	10.78	$39,702.74	5,087,939	4
2024-10-08	Kauffman, Robert I	Director	-	Indirect	Sale	5,519	10.60	$58,501.40	5,102,702	4
2024-10-03	Kauffman, Robert I	Director	-	Indirect	Sale	3,354	10.48	$35,149.92	5,116,000	4
2024-09-30	Kauffman, Robert I	Director	-	Indirect	Sale	5,874	10.22	$60,032.28	5,134,664	4
2024-09-25	Kauffman, Robert I	Director	-	Indirect	Sale	2,186	10.60	$23,171.60	5,148,917	4
2024-09-20	Kauffman, Robert I	Director	-	Indirect	Sale	5,404	10.70	$57,822.80	5,156,835	4
2024-09-17	Kauffman, Robert I	Director	-	Indirect	Sale	4,551	11.14	$50,698.14	5,168,378	4
2024-09-12	Kauffman, Robert I	Director	-	Indirect	Sale	2,203	11.09	$24,431.27	5,181,576	4
2024-09-09	Kauffman, Robert I	Director	-	Indirect	Sale	5,844	11.38	$66,504.72	5,197,673	4
2024-09-04	Kauffman, Robert I	Director	-	Indirect	Sale	8,764	11.87	$104,028.68	5,215,475	4
2024-08-29	Kauffman, Robert I	Director	-	Indirect	Sale	7,004	12.01	$84,118.04	5,248,813	4
2024-08-26	Kauffman, Robert I	Director	-	Indirect	Sale	6,318	11.85	$74,868.30	5,267,317	4
2024-08-21	Kauffman, Robert I	Director	-	Indirect	Sale	4,439	11.16	$49,539.24	5,288,195	4
2024-08-19	Kauffman, Robert I	Director	-	Indirect	Sale	8,617	11.34	$97,716.78	5,298,961	4
2024-08-14	Kauffman, Robert I	Director	-	Indirect	Sale	7,727	10.46	$80,824.42	5,330,531	4
2024-08-09	Kauffman, Robert I	Director	-	Indirect	Sale	11,428	10.57	$120,793.96	5,353,334	4
2024-08-06	Kauffman, Robert I	Director	-	Indirect	Sale	6,924	10.76	$74,502.24	5,372,417	4
2024-08-01	Kauffman, Robert I	Director	-	Indirect	Sale	5,487	10.98	$60,247.26	5,395,008	4
2024-07-29	Kauffman, Robert I	Director	-	Indirect	Sale	7,632	11.03	$84,180.96	5,407,362	4
2024-07-24	Kauffman, Robert I	Director	-	Indirect	Sale	4,549	11.04	$50,220.96	5,425,954	4
2024-07-19	Kauffman, Robert I	Director	-	Indirect	Sale	6,439	11.17	$71,923.63	5,443,953	4
2024-07-16	Kauffman, Robert I	Director	-	Indirect	Sale	7,662	11.02	$84,435.24	5,464,143	4
2024-07-11	Kauffman, Robert I	Director	-	Indirect	Sale	8,107	11.34	$91,933.38	5,498,493	4
2024-07-08	Kauffman, Robert I	Director	-	Indirect	Sale	6,202	11.07	$68,656.14	5,528,496	4
2024-07-02	Kauffman, Robert I	Director	-	Indirect	Sale	14,172	10.90	$154,474.80	2,972,303	4
2024-06-27	Kauffman, Robert I	Director	-	Indirect	Sale	46,306	9.89	$457,966.34	3,028,027	4
2024-06-24	Kauffman, Robert I	Director	-	Indirect	Sale	13,726	10.57	$145,083.82	3,162,400	4
2024-06-18	Kauffman, Robert I	Director	-	Indirect	Sale	28,297	10.29	$291,176.13	3,236,542	4
2024-06-13	Kauffman, Robert I	Director	-	Indirect	Sale	10,225	10.23	$104,601.75	3,284,066	4
2024-06-13	Harris, Laurie	Director	-	Direct	Sale	4,119	10.14	$41,766.66	20,455	4
2024-06-10	Kauffman, Robert I	Director	-	Indirect	Sale	11,049	10.06	$111,152.94	3,311,115	4
2024-06-05	Kauffman, Robert I	Director	-	Indirect	Sale	7,278	9.93	$72,270.54	3,336,880	4
2024-05-31	Kauffman, Robert I	Director	-	Indirect	Sale	11,157	9.50	$105,991.50	3,363,660	4
2024-05-28	Kauffman, Robert I	Director	-	Indirect	Sale	1,422	9.00	$12,798.00	3,390,403	4
2024-05-22	Kauffman, Robert I	Director	-	Indirect	Sale	111	9.00	$999.00	3,396,647	4
2024-05-14	Kauffman, Robert I	Director	-	Indirect	Sale	597	9.02	$5,384.94	3,397,555	4
2024-05-10	Kauffman, Robert I	Director	-	Indirect	Sale	5,185	9.04	$46,872.40	3,400,160	4
2024-05-06	Kauffman, Robert I	Director	-	Indirect	Sale	3,291	9.04	$29,750.64	3,415,676	4
2024-04-25	Kauffman, Robert I	Director	-	Indirect	Sale	460	9.00	$4,140.00	3,418,967	4
2024-04-15	Kauffman, Robert I	Director	-	Indirect	Sale	3,465	9.02	$31,254.30	3,424,072	4
2024-04-09	Kauffman, Robert I	Director	-	Indirect	Sale	1,795	9.01	$16,172.95	3,427,537	4
2024-04-08	Kauffman, Robert I	Director	-	Indirect	Sale	2,998	9.04	$27,101.92	3,429,332	4
2024-04-03	Kauffman, Robert I	Director	-	Indirect	Sale	1,033	9.00	$9,297.00	3,432,752	4
2024-03-28	Kauffman, Robert I	Director	-	Indirect	Sale	6,561	9.21	$60,426.81	3,440,498	4
2024-03-25	Kauffman, Robert I	Director	-	Indirect	Sale	318	9.00	$2,862.00	3,453,872	4
2024-03-14	Kauffman, Robert I	Director	-	Indirect	Sale	1,617	9.00	$14,553.00	3,454,440	4
2024-03-11	Kauffman, Robert I	Director	-	Indirect	Sale	8,224	9.00	$74,016.00	3,464,315	4
2023-06-22	Harris, Laurie	Director	-	Direct	Sale	3,900	9.39	$36,621.00	14,738	4
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Institutional Ownership

No data available for chart

2026-03-31

84.00%

Inst. Shares: 84,867,711

Shares Outstanding: 101,034,000

2025-12-31

89.32%

Inst. Shares: 84,318,233

Shares Outstanding: 94,404,000

2025-09-30

87.67%

Inst. Shares: 84,310,301

Shares Outstanding: 96,167,000

2025-06-30

83.78%

Inst. Shares: 75,989,069

Shares Outstanding: 90,698,000

2025-03-31

84.12%

Inst. Shares: 75,743,885

Shares Outstanding: 90,047,000

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	84,867,711	101,034,000	84.00%
2025-12-31	84,318,233	94,404,000	89.32%
2025-09-30	84,310,301	96,167,000	87.67%
2025-06-30	75,989,069	90,698,000	83.78%
2025-03-31	75,743,885	90,047,000	84.12%
2024-12-31	75,056,772	87,529,000	85.75%
2024-09-30	73,721,506	89,691,000	82.19%
2024-06-30	70,892,614	85,687,000	82.73%
2024-03-31	69,428,287	84,656,000	82.01%
2023-12-31	67,546,772	84,180,000	80.24%
2023-09-30	18,473,182	84,479,000	21.87%
2023-06-30	18,655,428	84,371,000	22.11%
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Hagerty, Inc. (HGTY) — SEC Financial Statements & Analysis

Hagerty, Inc. (HGTY) is a insurance agents, brokers & service company, incorporated in DE. Hagerty, Inc. trades on NYSE as: HGTY. Based on its latest SEC filing (Form 10-Q, period ending 2026-06-30), Hagerty, Inc. reported a -6.99% year-over-year revenue growth, a Gross Profit Margin of 81.90% (TTM), a Debt-to-Equity ratio of 6.79x, a Price-to-Sales (P/S) ratio of 2.92x (TTM), a Price-to-Book (P/B) ratio of 6.36x (TTM), at a market cap of $4.13B. Figures below are sourced from SEC EDGAR, as-filed.

Net Revenue TTM Growth 1Y: -6.99%
Gross Profit Margin TTM: 81.90%
Debt To Equity: 6.79x
P/S TTM: 2.92x
P/B TTM: 6.36x
Market Cap: $4.13B

Data as of 2026-06-30 · Source: SEC EDGAR

Frequently Asked Questions

What industry is Hagerty, Inc. in?

Hagerty, Inc. (HGTY) operates in the Insurance Agents, Brokers & Service industry.

What is HGTY's market cap?

Hagerty, Inc. (HGTY) has a market capitalization of $4.13B as of 2026-06-30.

What is HGTY's P/E ratio?

Hagerty, Inc. (HGTY)'s trailing twelve month P/E ratio is 59.03x as of 2026-06-30.

What exchange does HGTY trade on?

Hagerty, Inc. (HGTY) trades on the NYSE.

Where is Hagerty, Inc. incorporated?

Hagerty, Inc. is incorporated in DE.

Hagerty, Inc.

Financial Statements

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Hagerty, Inc. (HGTY) — SEC Financial Statements & Analysis

Frequently Asked Questions

Companies in Insurance Agents, Brokers & Service

Wall Street's data.
Main Street's price.

Hagerty, Inc. (HGTY) — SEC Financial Statements & Analysis

Frequently Asked Questions

Companies in Insurance Agents, Brokers & Service

Wall Street's data.Main Street's price.

Wall Street's data.
Main Street's price.