Hagerty, Inc. (HGTY)
Traverse City, MI, US
Hagerty, Inc. operates globally, serving as an insurance agency that specializes in policies for automobiles and boats, in addition to offering reinsurance products. Beyond its core insurance offerings, the company provides a suite of services and platforms: Hagerty Media distributes content through its HDC Magazine, various video productions, and a dedicated YouTube channel. HDC (Hagerty Drivers Club) is a subscription service that grants members access to the HDC Magazine, exclusive automotive events, proprietary vehicle valuation tools, emergency roadside assistance, and special vehicle-related discounts. HVT (Hagerty Valuation Tools) allows customers to access both current and historical pricing data for collector vehicles such as cars, trucks, SUVs, and motorcycles. Hagerty Events organizes a wide variety of gatherings, from intimate meetings to large-scale productions. DriveShare functions as a peer-to-peer platform for renting out classic and unique vehicles. MotorsportReg is an online system that streamlines membership, licensing, and event management for motorsports, automating aspects like event listings, registration processes, and payment collection. Hagerty Garage + Social furnishes clubhouses and secure storage facilities for vehicles. The company's primary operations are based in Traverse City, Michigan.
Based on only 2 articles — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.10% | +1.31% | -9.62% | -16.39% | -26.80% | -25.22% | +6.80% | +8.65% | +3.08% | +3.08% | +3.08% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 4 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 3 |
14.33
+23.2%
|
| All Time | 3 |
14.33
+23.2%
|
-
Revenue growth Insurance - Property & Casualty: +14.1%+22.2% ★ Q1'26: -2.4% (vs Q1'25)
-
EPS growth Insurance - Property & Casualty: +27.5%+270.0% ★ Q1'26: -191.2% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Property & Casualty: +25.6%+13.5% ★ Q1'26: +2.7% (vs Q1'25)
-
EBIT margin Insurance - Property & Casualty: +16.3%+9.6% Q1'26: -6.7% (vs Q1'25)
-
ROIC Insurance - Property & Casualty: +7.9%+20.5% ★ Q1'26: +191.3% (vs Q1'25)
-
Share dilution Insurance - Property & Casualty: +0.4%+292.0% Q1'26: -70.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×1.32× ★ Q1'26: -6.21× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 2 EPS Ana. |
Dec 2027 5 Rev. Ana. 4 EPS Ana. |
Dec 2028 1 Rev. Ana. 3 EPS Ana. |
Dec 2029 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
829.49M
est: 777.58M (+6.7%)
|
1.01B
est: 1.11B (-8.5%)
|
1.19B
est: 1.19B (+0.3%)
|
1.46B
est: 1.36B (+7.3%)
|
1.28B
1.26B – 1.29B
-5.6% YoY
|
1.52B
1.44B – 1.56B
+18.5% YoY
|
1.65B
1.58B – 1.72B
+8.6% YoY
|
1.90B
1.82B – 1.95B
+15.4% YoY
|
| EBITDA |
44.98M
est: 39.51M (+13.8%)
|
90.58M
est: 322.24M (-71.9%)
|
132.59M
est: 346.24M (-61.7%)
|
176.71M
est: 395.73M (-55.3%)
|
373.61M
367.77M – 376.53M
-5.6% YoY
|
442.64M
419.94M – 453.99M
+18.5% YoY
|
480.63M
459.87M – 501.39M
+8.6% YoY
|
554.44M
531.73M – 568.58M
+15.4% YoY
|
| EBIT |
11.10M
est: 11.39M (-2.6%)
|
44.77M
est: 307.23M (-85.4%)
|
93.68M
est: 330.12M (-71.6%)
|
139.18M
est: 377.29M (-63.1%)
|
356.20M
350.64M – 358.98M
-5.6% YoY
|
422.02M
400.38M – 432.84M
+18.5% YoY
|
458.24M
438.45M – 478.03M
+8.6% YoY
|
528.61M
506.96M – 542.10M
+15.4% YoY
|
| Net Income |
32.08M
est: -5.63M (+669.7%)
|
20.23M
est: 83.11M (-75.7%)
|
17.02M
est: 77.69M (-78.1%)
|
49.02M
est: 127.07M (-61.4%)
|
12.88M
11.93M – 13.83M
-89.9% YoY
|
172.18M
157.04M – 233.81M
+1,236.8% YoY
|
255.59M
244.44M – 266.75M
+48.4% YoY
|
294.93M
279.23M – 304.71M
+15.4% YoY
|
| SGA |
429.39M
est: 393.91M (+9.0%)
|
458.71M
est: 531.94M (-13.8%)
|
494.49M
est: 571.56M (-13.5%)
|
616.31M
est: 653.25M (-5.7%)
|
616.73M
607.09M – 621.55M
-5.6% YoY
|
730.68M
693.21M – 749.42M
+18.5% YoY
|
793.40M
759.13M – 827.66M
+8.6% YoY
|
915.24M
877.76M – 938.59M
+15.4% YoY
|
| EPS |
0.39
est: -0.06 (+750.0%)
|
0.19
est: 0.24 (-21.5%)
|
0.10
est: 0.22 (-55.3%)
|
0.44
est: 0.37 (+18.6%)
|
0.04
0.03 – 0.04
-90.0% YoY
|
0.57
0.45 – 0.67
+1,444.3% YoY
|
0.74
0.70 – 0.77
+29.8% YoY
|
0.85
0.80 – 0.88
+14.2% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | C+ | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Hagerty Holding Corp. | 176.03M | 52.80% | 176.03M | — | 176.03M | 10.00 | CO | Delaware | 2021-12-15 | ↗ |
| 2 | Markel Corporation | 78.54M | 49.80% | 78.54M | — | 78.54M | — | CO | — | 2021-12-10 | ↗ |
| 3 | 13DHagerty | 59.00M | 64.60% | — | — | — | 59.00 | IC | — | 2021-12-10 | ↗ |
| 4 | Wasatch Advisors, Inc. 87-0319391 | 8.76M | 10.50% | 8.76M | — | — | — | IA | — | 2022-06-06 | ↗ |
| 5 | Polar Capital Holdings Plc | 5.00M | 5.57% | 5.00M | — | 5.00M | — | HC | United Kingdom | 2024-11-13 | ↗ |
| 6 | Polar Capital LLP | 5.00M | 5.57% | 5.00M | — | 5.00M | — | IA | United Kingdom | 2024-11-13 | ↗ |
| 7 | Robert I. Kauffman | 4.24M | 28.40% | 4.24M | — | 4.24M | — | IN | United States Citizen | 2021-05-17 | ↗ |
| 8 | Aldel Investors LLC | 2.72M | 18.20% | 2.72M | — | 2.72M | — | OO | Delaware | 2021-05-17 | ↗ |
| 9 | S. Robson Walton | 2.68M | 3.23% | 2.68M | — | 2.68M | — | IN | — | 2022-02-10 | ↗ |
| 10 | Aldel LLC | 1.50M | 10.00% | 1.50M | — | 1.50M | — | OO | Delaware | 2021-05-17 | ↗ |
| 11 | BASSO CAPITAL MANAGEMENT, L.P. | — | 0.00% | — | — | — | — | IA, PN | — | 2022-02-11 | ↗ |
| 12 | BASSO GP, LLC | — | 0.00% | — | — | — | — | HC, OO | — | 2022-02-11 | ↗ |
| 13 | BASSO MANAGEMENT, LLC | — | 0.00% | — | — | — | — | OO | — | 2022-02-11 | ↗ |
| 14 | BASSO SPAC FUND LLC | — | 0.00% | — | — | — | — | OO | — | 2022-02-11 | ↗ |
| 15 | HOWARD I. FISCHER | — | 0.00% | — | — | — | — | HC, IN | — | 2022-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 58.0K +58.0K (+100.0%) | 779.05M +779.0M (+100.0%) | 0.06% +0.060 pp | 0.90% +0.899 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 2 | STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 51.80M +— (+0.0%) | 696.19M +72.5M (+11.6%) | 53.86% -3.248 pp | 0.55% +0.027 pp | USD14.04 -4.3% | 17 qtrs — |
| 3 | NEUBERGER BERMAN GROUP LLC | 8.27M +221.8K (+2.8%) | 111.14M +14.2M (+14.7%) | 8.60% -0.274 pp | 0.08% +0.012 pp | USD10.13 +32.7% | 13 qtrs — |
| 4 | POLAR CAPITAL HOLDINGS PLC | 5.77M -50.0K (-0.9%) | 77.51M +7.5M (+10.7%) | 6.00% -0.417 pp | 0.30% -0.038 pp | USD9.53 +41.0% | 15 qtrs — |
| 5 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 5.16M -58.9K (-1.1%) | 69.31M +6.5M (+10.4%) | 1.34% -4.410 pp | 0.04% +0.005 pp | USD12.02 +11.8% | 3 qtrs — |
| 6 | VANGUARD GROUP INC | 3.42M -40.4K (-1.2%) | 45.91M +4.3M (+10.3%) | 3.55% -0.259 pp | 0.00% +0.000 pp | USD11.50 +16.9% | 17 qtrs — |
| 7 | MARKEL GROUP INC. | 3.11M +— (+0.0%) | 41.77M +4.3M (+11.5%) | 3.23% -0.195 pp | 0.33% +0.029 pp | USD9.37 +43.4% | 11 qtrs — |
| 8 | GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 2.62M -48.1K (-1.8%) | 35.17M +3.1M (+9.6%) | 2.72% -0.217 pp | 5.92% +1.186 pp | USD10.75 +25.0% | 15 qtrs — |
| 9 | PEMBROKE MANAGEMENT, LTD | 2.23M -34.2K (-1.5%) | 29.93M +2.7M (+9.9%) | 2.32% -0.177 pp | 3.09% +0.391 pp | USD11.00 +22.2% | 5 qtrs — |
| 10 | LINCOLN CAPITAL LLC | 812.9K +25.5K (+3.2%) | 10.92M +1.5M (+15.7%) | 0.85% -0.023 pp | 1.98% +0.211 pp | USD9.97 +34.8% | 15 qtrs — |
| 11 | BLACKROCK, INC. | 671.9K +23.6K (+3.6%) | 9.03M +1.2M (+15.7%) | 0.70% -0.016 pp | 0.00% +0.000 pp | USD10.76 +24.9% | 6 qtrs — |
| 12 | ROYCE & ASSOCIATES LP | 525.0K +— (+0.0%) | 7.06M +735.0K (+11.6%) | 0.55% -0.033 pp | 0.07% +0.009 pp | USD12.44 +8.0% | 17 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 398.1K -3.9K (-1.0%) | 5.35M +511.1K (+10.6%) | 0.41% -0.029 pp | 0.00% +0.000 pp | USD10.98 +22.4% | 16 qtrs — |
| 14 | FMR LLC | 347.8K -152.7K (-30.5%) | 4.67M -1.4M (-22.4%) | 0.36% -0.190 pp | 0.00% 0.000 pp | USD12.04 +11.6% | 11 qtrs — |
| 15 | MORGAN STANLEY | 332.8K +101.6K (+43.9%) | 4.47M +1.7M (+60.6%) | 0.35% +0.091 pp | 0.00% +0.000 pp | USD11.88 +13.1% | 17 qtrs — |
| 16 | SCHOLTZ & COMPANY, LLC | 323.3K -1.8K (-0.5%) | 4.35M +431.6K (+11.0%) | 0.34% -0.022 pp | 1.89% +0.167 pp | USD10.61 +26.7% | 3 qtrs — |
| 17 | WOODLINE PARTNERS LP | 252.5K -24.8K (-8.9%) | 3.39M +55.1K (+1.7%) | 0.26% -0.043 pp | 0.01% -0.003 pp | USD12.04 +11.6% | 2 qtrs — |
| 18 | STATE STREET CORP | 230.8K +30.5K (+15.2%) | 3.10M +689.8K (+28.6%) | 0.24% +0.019 pp | 0.00% +0.000 pp | USD11.20 +20.0% | 16 qtrs — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 215.8K -247.0 (-0.1%) | 2.90M +299.2K (+11.5%) | 0.22% -0.014 pp | 0.00% +0.000 pp | USD10.78 +24.7% | 16 qtrs — |
| 20 | GILLSON CAPITAL LP | 202.0K +27.0K (+15.4%) | 2.72M +608.0K (+28.9%) | 0.21% +0.017 pp | 0.18% -0.005 pp | USD12.23 +9.9% | 2 qtrs — |
| 21 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 196.9K -55.6K (-22.0%) | 2.65M -393.9K (-13.0%) | 0.20% -0.074 pp | 0.04% -0.004 pp | USD8.41 +59.8% | 13 qtrs — |
| 22 | UBS GROUP AG | 192.6K -23.6K (-10.9%) | 2.59M -13.9K (-0.5%) | 0.20% -0.038 pp | 0.00% +0.000 pp | USD10.72 +25.4% | 16 qtrs — |
| 23 | DIMENSIONAL FUND ADVISORS LP | 181.4K +60.7K (+50.3%) | 2.44M +985.6K (+67.8%) | 0.19% +0.056 pp | 0.00% +0.000 pp | USD11.27 +19.3% | 7 qtrs — |
| 24 | OXFORD FINANCIAL GROUP LTD | 170.0K +— (+0.0%) | 2.28M +238.0K (+11.6%) | 0.18% -0.011 pp | 0.13% +0.010 pp | USD12.04 +11.6% | 2 qtrs — |
| 25 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 146.2K -14.4K (-9.0%) | 1.97M +31.5K (+1.6%) | 0.15% -0.025 pp | 0.01% -0.001 pp | USD9.93 +35.3% | 8 qtrs — |
| 26 | RAYMOND JAMES FINANCIAL INC | 119.9K +5.3K (+4.6%) | 1.61M +231.7K (+16.8%) | 0.12% -0.002 pp | 0.00% +0.000 pp | USD10.55 +27.4% | 5 qtrs — |
| 27 | TREXQUANT INVESTMENT LP | 115.3K +2.9K (+2.6%) | 1.55M +196.0K (+14.5%) | 0.12% -0.004 pp | 0.01% 0.000 pp | USD10.77 +24.8% | 7 qtrs — |
| 28 | LPL FINANCIAL LLC | 115.0K +3.3K (+3.0%) | 1.55M +201.0K (+14.9%) | 0.12% -0.004 pp | 0.00% +0.000 pp | USD8.79 +52.9% | 13 qtrs — |
| 29 | BROWN ADVISORY INC | 109.0K +109.0K (+100.0%) | 1.46M +1.5M (+100.0%) | 0.11% +0.113 pp | 0.00% +0.002 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 30 | NORTHERN TRUST CORP | 104.0K -1.1K (-1.1%) | 1.40M +132.2K (+10.4%) | 0.11% -0.008 pp | 0.00% +0.000 pp | USD10.61 +26.7% | 16 qtrs — |
| 31 | GABELLI & CO INVESTMENT ADVISERS, INC. | 103.3K +— (+0.0%) | 1.39M +144.6K (+11.6%) | 0.11% -0.007 pp | 0.21% +0.009 pp | USD9.65 +39.3% | 11 qtrs — |
| 32 | TWO SIGMA INVESTMENTS, LP | 92.7K +23.6K (+34.3%) | 1.25M +414.5K (+49.9%) | 0.10% +0.020 pp | 0.00% +0.001 pp | USD10.35 +29.9% | 9 qtrs — |
| 33 | RENAISSANCE TECHNOLOGIES LLC | 88.0K -30.0K (-25.4%) | 1.18M -238.0K (-16.8%) | 0.09% -0.039 pp | 0.00% +0.000 pp | USD9.41 +42.8% | 13 qtrs — |
| 34 | TD ASSET MANAGEMENT INC | 87.9K +— (+0.0%) | 1.18M +123.0K (+11.6%) | 0.09% -0.006 pp | 0.00% +0.000 pp | USD12.04 +11.6% | 2 qtrs — |
| 35 | D. E. SHAW & CO., INC. | 80.4K +101.0 (+0.1%) | 1.08M +113.7K (+11.8%) | 0.08% -0.005 pp | 0.00% +0.000 pp | USD10.33 +30.1% | 9 qtrs — |
| 36 | SWISS NATIONAL BANK | 79.3K +2.6K (+3.4%) | 1.07M +142.3K (+15.4%) | 0.08% -0.002 pp | 0.00% +0.000 pp | USD11.27 +19.3% | 15 qtrs — |
| 37 | TWO SIGMA ADVISERS, LP | 79.2K -15.9K (-16.7%) | 1.06M -80.6K (-7.0%) | 0.08% -0.023 pp | 0.00% 0.000 pp | USD9.82 +36.9% | 8 qtrs — |
| 38 | PALISADE CAPITAL MANAGEMENT, LP | 56.3K -5.8K (-9.3%) | 756.3K +9.0K (+1.2%) | 0.06% -0.010 pp | 0.02% +0.002 pp | USD12.04 +11.6% | 2 qtrs — |
| 39 | GOLDMAN SACHS GROUP INC | 56.0K +37.6K (+203.2%) | 753.1K +530.6K (+238.5%) | 0.06% +0.038 pp | 0.00% +0.000 pp | USD12.41 +8.3% | 15 qtrs — |
| 40 | 17 CAPITAL PARTNERS, LLC | 55.0K +— (+0.0%) | 739.2K +77.0K (+11.6%) | 0.06% -0.003 pp | 0.38% +0.021 pp | USD8.02 +67.6% | 9 qtrs — |
| 41 | VIDENT ADVISORY, LLC | 54.9K -5.0K (-8.4%) | 738.3K +16.6K (+2.3%) | 0.06% -0.009 pp | 0.01% 0.000 pp | USD10.66 +26.1% | 10 qtrs — |
| 42 | UBS ASSET MANAGEMENT AMERICAS INC | 45.2K +— (+0.0%) | 607.7K +63.3K (+11.6%) | 0.05% -0.003 pp | 0.00% +0.000 pp | USD10.57 +27.2% | 15 qtrs — |
| 43 | BANK OF NEW YORK MELLON CORP | 38.5K +16.5K (+74.7%) | 517.7K +252.2K (+95.0%) | 0.04% +0.016 pp | 0.00% +0.000 pp | USD11.51 +16.8% | 5 qtrs — |
| 44 | CITADEL ADVISORS LLC | 38.3K +38.3K (+100.0%) | 514.9K +514.9K (+100.0%) | 0.04% +0.040 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 14 qtrs — |
| 45 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 33.4K +— (+0.0%) | 449.0K +46.8K (+11.6%) | 0.03% -0.002 pp | 0.00% +0.000 pp | USD11.48 +17.1% | 15 qtrs — |
| 46 | JANE STREET GROUP, LLC | 30.2K +30.2K (+100.0%) | 405.5K +405.5K (+100.0%) | 0.03% +0.031 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 47 | MEIXLER INVESTMENT MANAGEMENT, LTD. | 29.1K -15.0 (-0.1%) | 391.1K +40.6K (+11.6%) | 0.03% -0.002 pp | 0.24% +0.023 pp | USD8.61 +56.1% | 10 qtrs — |
| 48 | ROYAL BANK OF CANADA | 27.8K -5.5K (-16.5%) | 374.0K -28.0K (-7.0%) | 0.03% -0.008 pp | 0.00% +0.000 pp | USD9.69 +38.7% | 17 qtrs — |
| 49 | CANADA PENSION PLAN INVESTMENT BOARD | 27.1K +27.1K (+100.0%) | 364.2K +364.2K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 50 | SCHONFELD STRATEGIC ADVISORS LLC | 26.7K +13.8K (+107.0%) | 359.1K +203.7K (+131.0%) | 0.03% +0.014 pp | 0.00% +0.001 pp | USD12.76 +5.3% | 2 qtrs — |
| 51 | MILLENNIUM MANAGEMENT LLC | 26.3K +26.3K (+100.0%) | 353.1K +353.1K (+100.0%) | 0.03% +0.027 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 15 qtrs — |
| 52 | BARCLAYS PLC | 25.3K -6.3K (-20.0%) | 340.5K +18.3K (+5.7%) | 0.03% -0.009 pp | 0.00% +0.000 pp | USD8.67 +55.0% | 12 qtrs — |
| 53 | LEGAL & GENERAL GROUP PLC | 24.8K -5.0K (-16.8%) | 333.4K -25.8K (-7.2%) | 0.03% -0.007 pp | 0.00% +0.000 pp | USD10.39 +29.4% | 15 qtrs — |
| 54 | AQR CAPITAL MANAGEMENT LLC | 23.4K +23.4K (+100.0%) | 314.6K +314.6K (+100.0%) | 0.02% +0.024 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 55 | HSBC HOLDINGS PLC | 21.6K +— (+0.0%) | 292.0K +36.4K (+14.2%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD8.14 +65.1% | 10 qtrs — |
| 56 | JPMORGAN CHASE & CO | 20.7K +20.0K (+2,795.8%) | 277.9K +269.3K (+3,132.3%) | 0.02% +0.021 pp | 0.00% +0.000 pp | USD13.31 +1.0% | 15 qtrs — |
| 57 | YORKTOWN MANAGEMENT & RESEARCH CO INC | 20.1K +20.1K (+100.0%) | 270.1K +270.1K (+100.0%) | 0.02% +0.021 pp | 0.22% +0.216 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 58 | PAINTED PORCH ADVISORS LLC | 18.6K +— (+0.0%) | 250.5K +26.1K (+11.6%) | 0.02% -0.001 pp | 0.10% +0.015 pp | USD10.33 +30.1% | 7 qtrs — |
| 59 | KLP KAPITALFORVALTNING AS | 16.9K +6.4K (+61.0%) | 227.1K +100.7K (+79.7%) | 0.02% +0.006 pp | 0.00% +0.000 pp | USD11.28 +19.1% | 5 qtrs — |
| 60 | PHARVISION ADVISERS, LLC | 14.9K +14.9K (+100.0%) | 200.8K +200.8K (+100.0%) | 0.02% +0.016 pp | 0.10% +0.102 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 61 | JANUS HENDERSON GROUP PLC | 14.9K +— (+0.0%) | 200.6K +21.0K (+11.7%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD9.05 +48.5% | 12 qtrs — |
| 62 | MEADOWBROOK INVESTMENT ADVISORS LLC | 14.8K +— (+0.0%) | 198.8K +20.7K (+11.6%) | 0.02% -0.001 pp | 0.17% +0.017 pp | USD7.80 +72.3% | 9 qtrs — |
| 63 | KINGSVIEW WEALTH MANAGEMENT, LLC | 13.5K +232.0 (+1.8%) | 180.9K +21.6K (+13.6%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD12.06 +11.4% | 2 qtrs — |
| 64 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 13.0K +— (+0.0%) | 175.1K +18.2K (+11.6%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD9.55 +40.7% | 17 qtrs — |
| 65 | OCCUDO QUANTITATIVE STRATEGIES LP | 12.6K +12.6K (+100.0%) | 170.0K +170.0K (+100.0%) | 0.01% +0.013 pp | 0.01% +0.011 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 66 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.3K +11.3K (+100.0%) | 152.0K +152.0K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 67 | ARIZONA STATE RETIREMENT SYSTEM | 11.2K -509.0 (-4.3%) | 150.6K +9.6K (+6.8%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD12.04 +11.6% | 2 qtrs — |
| 68 | VICTORY CAPITAL MANAGEMENT INC | 11.1K +11.1K (+100.0%) | 149.2K +149.2K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 69 | WCM INVESTMENT MANAGEMENT, LLC | 10.0K +10.0K (+100.0%) | 134.4K +134.4K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 70 | GLOBEFLEX CAPITAL L P | 9.3K +— (+0.0%) | 125.6K +13.1K (+11.6%) | 0.01% -0.001 pp | 0.02% +0.002 pp | USD10.17 +32.2% | 6 qtrs — |
| 71 | CAZ INVESTMENTS LP | 7.5K -2.5K (-25.0%) | 100.8K -19.6K (-16.3%) | 0.01% -0.003 pp | 0.17% -0.050 pp | USD9.90 +35.8% | 16 qtrs — |
| 72 | LOS ANGELES CAPITAL MANAGEMENT LLC | 7.3K +7.3K (+100.0%) | 81.8K +81.8K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 73 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 5.8K +— (+0.0%) | 78.6K +8.2K (+11.6%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD9.54 +40.9% | 11 qtrs — |
| 74 | ANCORA ADVISORS, LLC | 4.5K +— (+0.0%) | 60.3K +6.3K (+11.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD9.65 +39.3% | 5 qtrs — |
| 75 | DEUTSCHE BANK AG\ | 4.4K +— (+0.0%) | 58.8K +6.1K (+11.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD9.88 +36.0% | 12 qtrs — |
| 76 | ADVISOR GROUP HOLDINGS, INC. | 3.2K -2.4K (-42.8%) | 43.5K -21.3K (-32.9%) | 0.00% -0.003 pp | 0.00% +0.000 pp | USD10.32 +30.2% | 5 qtrs — |
| 77 | HUNTINGTON NATIONAL BANK | 3.1K +— (+0.0%) | 41.7K +4.3K (+11.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD14.18 -5.2% | 17 qtrs — |
| 78 | IFP ADVISORS, INC | 3.1K +43.0 (+1.4%) | 41.6K +4.8K (+13.2%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.19 +31.9% | 3 qtrs — |
| 79 | BNP PARIBAS ARBITRAGE, SNC | 1.7K -3.4K (-66.2%) | 23.3K -38.5K (-62.3%) | 0.00% -0.004 pp | 0.00% +0.000 pp | USD11.28 +19.1% | 5 qtrs — |
| 80 | EVERSOURCE WEALTH ADVISORS, LLC | 1.5K +23.0 (+1.6%) | 19.9K +2.4K (+13.4%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD10.85 +23.9% | 8 qtrs — |
| 81 | TRUST CO OF VERMONT | 1.3K +— (+0.0%) | 17.5K +1.8K (+11.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD9.65 +39.3% | 5 qtrs — |
| 82 | GW&K INVESTMENT MANAGEMENT, LLC | 1.0K +— (+0.0%) | 14.0K +2.0K (+16.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD8.10 +65.9% | 10 qtrs — |
| 83 | QUARRY LP | 1.0K +1.0K (+100.0%) | 13.6K +13.6K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.002 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 84 | GENEOS WEALTH MANAGEMENT INC. | 1.0K +— (+0.0%) | 13.4K +1.4K (+11.6%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD7.80 +72.3% | 9 qtrs — |
| 85 | BANK OF AMERICA CORP /DE/ | 928.00 -212.0 (-18.6%) | 12.5K -1.3K (-9.1%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD9.56 +40.6% | 17 qtrs — |
| 86 | WELLS FARGO & COMPANY/MN | 833.00 +733.0 (+733.0%) | 11.2K +10.0K (+829.9%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD13.04 +3.1% | 17 qtrs — |
| 87 | JONES FINANCIAL COMPANIES LLLP | 700.00 +— (+0.0%) | 9.4K +1.0K (+11.9%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.67 +26.0% | 5 qtrs — |
| 88 | CITIGROUP INC | 625.00 -1.8K (-74.2%) | 8.4K -20.8K (-71.2%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD10.03 +34.0% | 16 qtrs — |
| 89 | FARTHER FINANCE ADVISORS, LLC | 537.00 +537.0 (+100.0%) | 7.2K +7.2K (+100.0%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 90 | CWM, LLC | 272.00 +272.0 (+100.0%) | 4.0K +4.0K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 91 | BARE FINANCIAL SERVICES, INC | 243.00 +37.0 (+18.0%) | 3.3K +786.0 (+31.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD11.83 +13.6% | 3 qtrs — |
| 92 | COMMONWEALTH RETIREMENT INVESTMENTS LLC | 200.00 +200.0 (+100.0%) | 2.7K +2.7K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.001 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 93 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 155.00 +155.0 (+100.0%) | 2.1K +2.1K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 94 | MARQUETTE ASSET MANAGEMENT, LLC | 154.00 +154.0 (+100.0%) | 2.1K +2.1K (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.44 +0.0% | 1 qtrs NEW |
| 95 | ATLANTIC UNION BANKSHARES CORP | 150.00 +— (+0.0%) | 2.0K +210.0 (+11.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD10.11 +32.9% | 3 qtrs — |
| 96 | GROUP ONE TRADING, L.P. | 143.00 -9.9K (-98.6%) | 1.9K -118.5K (-98.4%) | 0.00% -0.011 pp | 0.00% 0.000 pp | USD10.48 +28.2% | 3 qtrs — |
| 97 | PARALLEL ADVISORS, LLC | 117.00 +83.0 (+244.1%) | 1.6K +1.2K (+284.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.03 +3.1% | 2 qtrs — |
| 98 | ROOT FINANCIAL PARTNERS, LLC | 84.00 -16.0 (-16.0%) | 1.1K -75.0 (-6.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.04 +11.6% | 2 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Neuberger Berman Small-Mid Cap ETF NBSM | 1.57% | 1.80M | 0.75% |
| 2 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.18% | 159.7K | 0.89% |
| 3 | iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV | 0.07% | 191.5K | 0.20% |
| 4 | Motley Fool Next Index ETF TMFX | 0.06% | 17.9K | 0.50% |
| 5 | WisdomTree U.S. SmallCap Fund EES | 0.05% | 375.1K | 0.38% |
| 6 | First Trust Multi Cap Growth AlphaDEX Fund FAD | 0.03% | 149.8K | 0.63% |
| 7 | John Hancock Investments - Multifactor Small Cap ETF JHSC | 0.02% | 143.3K | 0.46% |
| 8 | iShares Morningstar Small-Cap Growth ETF ISCG | 0.02% | 182.8K | 0.06% |
| 9 | Avantis U.S. Small Cap Equity ETF AVSC | 0.02% | 551.1K | 0.25% |
| 10 | Strive Small-Cap ETF STXK | 0.02% | 13.5K | 0.18% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | Bjornstad Henrik Waersted | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-04-07 | Harris Laurie | Director | S-Sale | D | Class A Common Stock | 5,531 | 11.01 | 60.9K | 36,689 | D | ↗ |
| 2026-04-02 | McClymont Patrick | Officer | A-Award | A | Class A Common Stock | 962 | 10.13 | 9.7K | 336,794 | D | ↗ |
| 2026-04-02 | Chafey Diana | Officer | A-Award | A | Class A Common Stock | 1,165 | 10.13 | 11.8K | 77,008 | D | ↗ |
| 2026-04-01 | Salmi Mika | Director | A-Award | A | Class A Common Stock | 11,871 | 0.00 | — | 54,173 | D | ↗ |
| 2026-04-01 | SWANSON WILLIAM H | Director | A-Award | A | Class A Common Stock | 11,871 | 0.00 | — | 54,173 | D | ↗ |
| 2026-04-01 | Page Russell Andrew | Officer | F-InKind | D | Class A Common Stock | 11,146 | 10.66 | 118.8K | 131,743 | D | ↗ |
| 2026-04-01 | McClymont Patrick | Officer | F-InKind | D | Class A Common Stock | 32,388 | 10.66 | 345.3K | 335,832 | D | ↗ |
| 2026-04-01 | Kuczinski Anthony J | Director | A-Award | A | Class A Common Stock | 11,871 | 0.00 | — | 59,148 | D | ↗ |
| 2026-04-01 | Kay Sabrina | Director | A-Award | A | Class A Common Stock | 11,871 | 0.00 | — | 54,173 | D | ↗ |
| 2026-04-01 | KAUFFMAN ROBERT I | Director | A-Award | A | Class A Common Stock | 11,871 | 0.00 | — | 79,173 | D | ↗ |
| 2026-04-01 | Heaton Michael R | Director | A-Award | A | Class A Common Stock | 11,871 | 0.00 | — | 22,101 | D | ↗ |
| 2026-04-01 | Harris Laurie | Director | A-Award | A | Class A Common Stock | 11,871 | 0.00 | — | 42,220 | D | ↗ |
| 2026-04-01 | Harbert Randall Houston | Director | A-Award | A | Class A Common Stock | 11,871 | 0.00 | — | 45,832 | D | ↗ |
| 2026-04-01 | Hagerty McKeel | Director / Officer | F-InKind | D | Class A Common Stock | 82,868 | 10.66 | 883.4K | 1,037,740 | D | ↗ |
| 2026-04-01 | DELANEY KEVIN M | Officer | F-InKind | D | Class A Common Stock | 8,456 | 10.66 | 90.1K | 99,955 | D | ↗ |
| 2026-04-01 | Champagne Collette | Officer | F-InKind | D | Class A Common Stock | 28,278 | 10.66 | 301.4K | 270,207 | D | ↗ |
| 2026-04-01 | Chafey Diana | Officer | F-InKind | D | Class A Common Stock | 4,833 | 10.66 | 51.5K | 75,843 | D | ↗ |
| 2026-04-01 | Briglia Jeffrey Edward | Officer | F-InKind | D | Class A Common Stock | 9,899 | 10.66 | 105.5K | 162,027 | D | ↗ |
| 2026-04-01 | Ahn Kenneth | Officer | A-Award | A | Class A Common Stock | 23,149 | 0.00 | — | 136,742 | D | ↗ |
| 2026-03-12 | Kuczinski Anthony J | Director | P-Purchase | A | Class A Common Stock | 4,000 | 9.50 | 38.0K | 47,277 | D | ↗ |
| 2026-03-03 | Kuczinski Anthony J | Director | P-Purchase | A | Class A Common Stock | 15,000 | 10.72 | 160.8K | 43,277 | D | ↗ |
| 2026-01-26 | Ahn Kenneth | Officer | C-Conversion | D | The Hagerty Group, LLC Units | 50,000 | 0.00 | — | 775,213 | I | ↗ |
| 2026-01-20 | Ahn Kenneth | Officer | C-Conversion | D | The Hagerty Group, LLC Units | 50,000 | 0.00 | — | 825,213 | I | ↗ |
| 2026-01-12 | Ahn Kenneth | Officer | C-Conversion | D | The Hagerty Group, LLC Units | 50,000 | 0.00 | — | 875,213 | I | ↗ |
| 2026-01-09 | Ahn Kenneth | Officer | S-Sale | D | Class A Common Stock | 1,350 | 13.25 | 17.9K | 0 | I | ↗ |
| 2026-01-07 | Ahn Kenneth | Officer | C-Conversion | D | The Hagerty Group, LLC Units | 24,247 | 0.00 | — | 926,563 | I | ↗ |
| 2026-01-06 | Ahn Kenneth | Officer | C-Conversion | A | Class A Common Stock | 10,883 | 0.00 | — | 10,883 | I | ↗ |
| 2026-01-05 | Ahn Kenneth | Officer | C-Conversion | D | The Hagerty Group, LLC Units | 164,870 | 0.00 | — | 961,693 | I | ↗ |
| 2025-12-22 | KAUFFMAN ROBERT I | Director | G-Gift | D | Class A Common Stock | 150,000 | 0.00 | — | 748,097 | I | ↗ |
| 2025-12-15 | Ahn Kenneth | Officer | S-Sale | D | Class A Common Stock | 100,000 | 12.80 | 1.28M | 0 | I | ↗ |
| 2025-10-27 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 15,270 | 11.12 | 169.8K | 898,097 | I | ↗ |
| 2025-10-24 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 14,731 | 11.16 | 164.4K | 913,367 | I | ↗ |
| 2025-10-23 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 15,000 | 11.12 | 166.8K | 928,098 | I | ↗ |
| 2025-10-22 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 9,495 | 11.18 | 106.2K | 943,098 | I | ↗ |
| 2025-10-21 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 12,219 | 11.19 | 136.7K | 952,593 | I | ↗ |
| 2025-10-20 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 8,286 | 11.20 | 92.8K | 964,812 | I | ↗ |
| 2025-10-17 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 14,644 | 11.33 | 165.9K | 973,098 | I | ↗ |
| 2025-10-16 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 23,392 | 11.64 | 272.3K | 987,742 | I | ↗ |
| 2025-10-15 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 12,391 | 12.14 | 150.4K | 1,011,134 | I | ↗ |
| 2025-10-14 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 55,524 | 12.16 | 675.2K | 1,023,525 | I | ↗ |
| 2025-10-08 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 22,629 | 12.00 | 271.5K | 1,079,049 | I | ↗ |
| 2025-10-07 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 6,861 | 11.90 | 81.6K | 1,101,678 | I | ↗ |
| 2025-10-06 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,024 | 12.01 | 36.3K | 1,108,539 | I | ↗ |
| 2025-10-02 | McClymont Patrick | Officer | A-Award | A | Class A Common Stock | 461 | 11.35 | 5.2K | 314,207 | D | ↗ |
| 2025-10-02 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 21,314 | 11.98 | 255.3K | 1,111,563 | I | ↗ |
| 2025-10-02 | Chafey Diana | Officer | A-Award | A | Class A Common Stock | 993 | 11.35 | 11.3K | 56,934 | D | ↗ |
| 2025-10-01 | Page Russell Andrew | Officer | F-InKind | D | Class A Common Stock | 2,121 | 11.95 | 25.3K | 112,024 | D | ↗ |
| 2025-10-01 | McClymont Patrick | Officer | F-InKind | D | Class A Common Stock | 8,111 | 11.95 | 96.9K | 313,746 | D | ↗ |
| 2025-10-01 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 18,372 | 12.06 | 221.6K | 1,132,877 | I | ↗ |
| 2025-10-01 | DELANEY KEVIN M | Officer | A-Award | A | Class A Common Stock | 8,306 | 0.00 | — | 90,797 | D | ↗ |
| 2025-10-01 | Chafey Diana | Officer | F-InKind | D | Class A Common Stock | 1,076 | 11.95 | 12.9K | 55,941 | D | ↗ |
| 2025-09-30 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 30,187 | 11.96 | 361.0K | 1,151,249 | I | ↗ |
| 2025-09-29 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 5,506 | 11.77 | 64.8K | 1,181,436 | I | ↗ |
| 2025-09-22 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 34,447 | 12.38 | 426.5K | 1,186,942 | I | ↗ |
| 2025-09-16 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 17,622 | 12.46 | 219.6K | 1,221,389 | I | ↗ |
| 2025-09-15 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 11,433 | 12.79 | 146.2K | 1,239,011 | I | ↗ |
| 2025-09-08 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 38,085 | 12.01 | 457.4K | 1,250,444 | I | ↗ |
| 2025-09-05 | Kuczinski Anthony J | Director | P-Purchase | A | Class A Common Stock | 1,000 | 11.62 | 11.6K | 28,277 | D | ↗ |
| 2025-09-03 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 41,699 | 11.31 | 471.6K | 1,288,529 | I | ↗ |
| 2025-09-02 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 22,295 | 11.19 | 249.5K | 1,330,228 | I | ↗ |
| 2025-08-29 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 62,500 | 11.23 | 701.9K | 1,352,523 | I | ↗ |
| 2025-08-28 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 28,736 | 11.21 | 322.1K | 1,415,023 | I | ↗ |
| 2025-08-27 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 28,704 | 11.08 | 318.0K | 1,443,759 | I | ↗ |
| 2025-08-26 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 9,844 | 10.76 | 105.9K | 1,472,463 | I | ↗ |
| 2025-08-25 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 7,668 | 10.87 | 83.4K | 1,482,307 | I | ↗ |
| 2025-08-22 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 6,081 | 10.92 | 66.4K | 1,489,975 | I | ↗ |
| 2025-08-21 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 7,356 | 10.77 | 79.2K | 1,496,056 | I | ↗ |
| 2025-08-13 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 218,250 | 8.92 | 1.95M | 1,503,412 | I | ↗ |
| 2025-08-13 | Hagerty Holding Corp. | 10% Owner | C-Conversion | A | Class A Common Stock | 1,236,750 | 0.00 | — | 1,236,750 | D | ↗ |
| 2025-08-11 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 1,455,000 | 8.92 | 12.98M | 1,721,662 | I | ↗ |
| 2025-08-07 | Hagerty Holding Corp. | 10% Owner | S-Sale | D | Class A Common Stock | 8,245,000 | 8.92 | 73.54M | 0 | D | ↗ |
| 2025-07-28 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,000 | 10.85 | 43.4K | 3,176,662 | I | ↗ |
| 2025-07-25 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 24,728 | 10.77 | 266.3K | 3,180,662 | I | ↗ |
| 2025-07-24 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 110,600 | 10.46 | 1.16M | 3,205,390 | I | ↗ |
| 2025-07-23 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 40,393 | 10.19 | 411.6K | 3,315,990 | I | ↗ |
| 2025-07-22 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 31,869 | 10.19 | 324.7K | 3,356,383 | I | ↗ |
| 2025-07-21 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 16,897 | 10.12 | 171.0K | 3,388,252 | I | ↗ |
| 2025-07-18 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 36,174 | 10.12 | 366.1K | 3,405,149 | I | ↗ |
| 2025-07-17 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 17,762 | 10.04 | 178.3K | 3,441,323 | I | ↗ |
| 2025-07-16 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 16,972 | 10.03 | 170.2K | 3,459,085 | I | ↗ |
| 2025-07-15 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 14,862 | 10.00 | 148.6K | 3,476,057 | I | ↗ |
| 2025-07-14 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 8,362 | 10.00 | 83.6K | 3,490,919 | I | ↗ |
| 2025-07-11 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 9,970 | 9.94 | 99.1K | 3,499,281 | I | ↗ |
| 2025-07-10 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 41,239 | 10.10 | 416.5K | 3,509,251 | I | ↗ |
| 2025-07-09 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 98,766 | 10.07 | 994.6K | 3,550,490 | I | ↗ |
| 2025-07-08 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 12,465 | 10.19 | 127.0K | 3,649,256 | I | ↗ |
| 2025-07-07 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 9,914 | 10.15 | 100.6K | 3,661,721 | I | ↗ |
| 2025-07-03 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,100 | 10.19 | 31.6K | 3,671,635 | I | ↗ |
| 2025-07-02 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 12,500 | 10.04 | 125.5K | 3,674,735 | I | ↗ |
| 2025-07-01 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 7,000 | 10.18 | 71.3K | 3,687,235 | I | ↗ |
| 2025-07-01 | Heaton Michael R | Director | A-Award | A | Class A Common Stock | 10,230 | 0.00 | — | 10,230 | D | ↗ |
| 2025-07-01 | DELANEY KEVIN M | Officer | F-InKind | D | Class A Common Stock | 1,657 | 10.15 | 16.8K | 82,491 | D | ↗ |
| 2025-07-01 | Briglia Jeffrey Edward | Officer | F-InKind | D | Class A Common Stock | 3,209 | 10.15 | 32.6K | 125,629 | D | ↗ |
| 2025-06-30 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,600 | 10.06 | 46.3K | 3,694,235 | I | ↗ |
| 2025-06-27 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 7,432 | 10.12 | 75.2K | 3,698,835 | I | ↗ |
| 2025-06-26 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 19,627 | 10.14 | 199.0K | 3,706,267 | I | ↗ |
| 2025-06-25 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 12,610 | 10.05 | 126.7K | 3,725,894 | I | ↗ |
| 2025-06-24 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 31,110 | 10.14 | 315.5K | 3,738,504 | I | ↗ |
| 2025-06-23 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 11,710 | 10.02 | 117.3K | 3,769,614 | I | ↗ |
| 2025-06-20 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 7,747 | 9.82 | 76.1K | 3,781,324 | I | ↗ |
| 2025-06-18 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 10,380 | 9.66 | 100.3K | 3,789,071 | I | ↗ |
| 2025-06-17 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,610 | 9.55 | 44.0K | 3,799,451 | I | ↗ |
| 2025-06-16 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,010 | 9.54 | 38.3K | 3,804,061 | I | ↗ |
| 2025-06-13 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 8,127 | 9.44 | 76.7K | 3,808,071 | I | ↗ |
| 2025-06-12 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,227 | 9.51 | 40.2K | 3,816,198 | I | ↗ |
| 2025-06-11 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 8,764 | 9.61 | 84.2K | 3,820,425 | I | ↗ |
| 2025-06-10 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,927 | 9.60 | 37.7K | 3,829,189 | I | ↗ |
| 2025-06-09 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 6,427 | 9.80 | 63.0K | 3,833,116 | I | ↗ |
| 2025-06-06 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 12,326 | 10.06 | 124.0K | 3,839,543 | I | ↗ |
| 2025-06-05 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 15,823 | 10.08 | 159.5K | 3,851,869 | I | ↗ |
| 2025-06-04 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 9,726 | 10.01 | 97.4K | 3,867,692 | I | ↗ |
| 2025-06-03 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 7,681 | 9.92 | 76.2K | 3,877,418 | I | ↗ |
| 2025-06-03 | Heaton Michael R | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-02 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,726 | 9.85 | 36.7K | 3,885,099 | I | ↗ |
| 2025-05-30 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 11,112 | 9.80 | 108.9K | 3,888,825 | I | ↗ |
| 2025-05-29 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 16,070 | 9.72 | 156.2K | 3,899,937 | I | ↗ |
| 2025-05-28 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 7,000 | 9.37 | 65.6K | 3,916,007 | I | ↗ |
| 2025-05-27 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 7,400 | 9.32 | 69.0K | 3,923,007 | I | ↗ |
| 2025-05-23 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 2,144 | 9.12 | 19.6K | 3,930,407 | I | ↗ |
| 2025-05-22 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 2,644 | 9.19 | 24.3K | 3,932,551 | I | ↗ |
| 2025-05-21 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,164 | 9.27 | 29.3K | 3,935,195 | I | ↗ |
| 2025-05-20 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 8,964 | 9.54 | 85.5K | 3,938,359 | I | ↗ |
| 2025-05-19 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 24,110 | 9.86 | 237.7K | 3,947,323 | I | ↗ |
| 2025-05-16 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 8,361 | 9.69 | 81.0K | 3,971,433 | I | ↗ |
| 2025-05-15 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 12,044 | 9.72 | 117.1K | 3,979,794 | I | ↗ |
| 2025-05-14 | Kuczinski Anthony J | Director | P-Purchase | A | Class A Common Stock | 1,000 | 9.75 | 9.8K | 27,277 | D | ↗ |
| 2025-05-14 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 7,239 | 9.68 | 70.1K | 3,991,838 | I | ↗ |
| 2025-05-13 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 29,849 | 9.79 | 292.2K | 3,999,077 | I | ↗ |
| 2025-05-12 | Kuczinski Anthony J | Director | P-Purchase | A | Class A Common Stock | 2,000 | 9.44 | 18.9K | 26,277 | D | ↗ |
| 2025-05-12 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 8,326 | 9.45 | 78.7K | 4,028,926 | I | ↗ |
| 2025-05-09 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,183 | 9.71 | 40.6K | 4,037,252 | I | ↗ |
| 2025-05-08 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,710 | 9.76 | 46.0K | 4,041,435 | I | ↗ |
| 2025-05-07 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 33,765 | 9.67 | 326.5K | 4,046,145 | I | ↗ |
| 2025-05-05 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 2,455 | 9.02 | 22.1K | 4,079,910 | I | ↗ |
| 2025-05-02 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 1,453 | 9.04 | 13.1K | 4,082,365 | I | ↗ |
| 2025-04-25 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 1,149 | 9.02 | 10.4K | 4,083,818 | I | ↗ |
| 2025-04-24 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 8,179 | 9.10 | 74.4K | 4,084,967 | I | ↗ |
| 2025-04-04 | Harris Laurie | Director | S-Sale | D | Class A Common Stock | 3,934 | 8.41 | 33.1K | 30,349 | D | ↗ |
| 2025-04-02 | McClymont Patrick | Officer | A-Award | A | Class A Common Stock | 2,007 | 8.63 | 17.3K | 321,857 | D | ↗ |
| 2025-04-02 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 1,215 | 9.07 | 11.0K | 4,093,146 | I | ↗ |
| 2025-04-01 | Salmi Mika | Director | A-Award | A | Class A Common Stock | 13,828 | 0.00 | — | 42,302 | D | ↗ |
| 2025-04-01 | SWANSON WILLIAM H | Director | A-Award | A | Class A Common Stock | 13,828 | 0.00 | — | 42,302 | D | ↗ |
| 2025-04-01 | Page Russell Andrew | Officer | A-Award | A | Class A Common Stock | 26,964 | 0.00 | — | 131,627 | D | ↗ |
| 2025-04-01 | McClymont Patrick | Officer | A-Award | A | Class A Common Stock | 62,915 | 0.00 | — | 336,339 | D | ↗ |
| 2025-04-01 | Kuczinski Anthony J | Director | A-Award | A | Class A Common Stock | 13,828 | 0.00 | — | 24,277 | D | ↗ |
| 2025-04-01 | Kay Sabrina | Director | A-Award | A | Class A Common Stock | 13,828 | 0.00 | — | 42,302 | D | ↗ |
| 2025-04-01 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 8,354 | 9.06 | 75.7K | 4,094,361 | I | ↗ |
| 2025-04-01 | Harris Laurie | Director | A-Award | A | Class A Common Stock | 13,828 | 0.00 | — | 34,283 | D | ↗ |
| 2025-04-01 | Harbert Randall Houston | Director | A-Award | A | Class A Common Stock | 13,828 | 0.00 | — | 33,961 | D | ↗ |
| 2025-04-01 | Hagerty McKeel | Director / Officer | F-InKind | D | Class A Common Stock | 99,234 | 9.08 | 901.0K | 1,120,608 | D | ↗ |
| 2025-04-01 | DELANEY KEVIN M | Officer | F-InKind | D | Class A Common Stock | 6,069 | 9.08 | 55.1K | 84,148 | D | ↗ |
| 2025-04-01 | Crowley F. Michael | Director | A-Award | A | Class A Common Stock | 13,828 | 0.00 | — | 42,302 | D | ↗ |
| 2025-04-01 | Champagne Collette | Officer | A-Award | A | Class A Common Stock | 27,655 | 0.00 | — | 295,920 | D | ↗ |
| 2025-04-01 | Chafey Diana | Officer | A-Award | A | Class A Common Stock | 24,890 | 0.00 | — | 59,419 | D | ↗ |
| 2025-04-01 | Briglia Jeffrey Edward | Officer | A-Award | A | Class A Common Stock | 53,927 | 0.00 | — | 134,455 | D | ↗ |
| 2025-04-01 | Ahn Kenneth | Officer | A-Award | A | Class A Common Stock | 24,890 | 0.00 | — | 124,161 | D | ↗ |
| 2025-03-31 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 9,170 | 9.06 | 83.1K | 4,102,715 | I | ↗ |
| 2025-03-28 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 9,300 | 9.05 | 84.2K | 4,111,885 | I | ↗ |
| 2025-03-27 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 8,736 | 9.18 | 80.2K | 4,121,185 | I | ↗ |
| 2025-03-26 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 9,770 | 9.24 | 90.3K | 4,129,921 | I | ↗ |
| 2025-03-25 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 7,985 | 9.37 | 74.8K | 4,139,691 | I | ↗ |
| 2025-03-24 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 10,468 | 9.24 | 96.7K | 4,147,676 | I | ↗ |
| 2025-03-21 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 10,420 | 9.14 | 95.2K | 4,158,144 | I | ↗ |
| 2025-03-20 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,642 | 9.17 | 33.4K | 4,168,564 | I | ↗ |
| 2025-03-19 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 5,872 | 9.20 | 54.0K | 4,172,206 | I | ↗ |
| 2025-03-18 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 14,918 | 9.14 | 136.4K | 4,178,078 | I | ↗ |
| 2025-03-17 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 12,950 | 9.35 | 121.1K | 4,192,996 | I | ↗ |
| 2025-03-14 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 15,238 | 9.33 | 142.2K | 4,205,946 | I | ↗ |
| 2025-03-13 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 2,677 | 9.21 | 24.7K | 4,221,184 | I | ↗ |
| 2025-03-12 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,400 | 9.30 | 31.6K | 4,223,861 | I | ↗ |
| 2025-03-11 | Kuczinski Anthony J | Director | P-Purchase | A | Class A Common Stock | 1,135 | 9.53 | 10.8K | 10,449 | D | ↗ |
| 2025-03-11 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 5,733 | 9.35 | 53.6K | 4,227,261 | I | ↗ |
| 2025-03-10 | Kuczinski Anthony J | Director | P-Purchase | A | Class A Common Stock | 865 | 9.68 | 8.4K | 9,314 | D | ↗ |
| 2025-03-10 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 7,979 | 9.50 | 75.8K | 4,232,994 | I | ↗ |
| 2025-03-07 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 2,112 | 9.79 | 20.7K | 4,240,973 | I | ↗ |
| 2025-03-06 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,413 | 9.81 | 43.3K | 4,243,085 | I | ↗ |
| 2025-03-05 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 9,131 | 9.77 | 89.2K | 4,247,498 | I | ↗ |
| 2025-03-04 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 6,977 | 9.81 | 68.4K | 4,256,629 | I | ↗ |
| 2025-03-03 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 5,791 | 10.11 | 58.5K | 4,263,606 | I | ↗ |
| 2025-02-28 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,535 | 10.12 | 45.9K | 4,269,397 | I | ↗ |
| 2025-02-27 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 1,597 | 10.11 | 16.1K | 4,273,932 | I | ↗ |
| 2025-02-26 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 1,428 | 10.04 | 14.3K | 4,275,529 | I | ↗ |
| 2025-02-25 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,716 | 10.06 | 37.4K | 4,276,957 | I | ↗ |
| 2025-02-24 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 2,117 | 10.07 | 21.3K | 4,280,673 | I | ↗ |
| 2025-02-21 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,087 | 9.97 | 30.8K | 4,282,790 | I | ↗ |
| 2025-02-20 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,242 | 10.03 | 32.5K | 4,285,877 | I | ↗ |
| 2025-02-19 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 2,614 | 10.05 | 26.3K | 4,289,119 | I | ↗ |
| 2025-02-18 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,277 | 10.10 | 43.2K | 4,291,733 | I | ↗ |
| 2025-02-14 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,653 | 10.11 | 36.9K | 4,296,010 | I | ↗ |
| 2025-02-13 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,518 | 10.22 | 36.0K | 4,299,663 | I | ↗ |
| 2025-02-12 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,541 | 10.09 | 35.7K | 4,303,181 | I | ↗ |
| 2025-02-11 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 2,239 | 10.10 | 22.6K | 4,306,722 | I | ↗ |
| 2025-02-10 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,231 | 10.17 | 32.9K | 4,308,961 | I | ↗ |
| 2025-02-07 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,861 | 10.21 | 39.4K | 4,312,192 | I | ↗ |
| 2025-02-06 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,261 | 9.99 | 42.6K | 4,316,053 | I | ↗ |
| 2025-02-05 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,915 | 9.97 | 49.0K | 4,320,314 | I | ↗ |
| 2025-02-04 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 6,165 | 9.84 | 60.7K | 4,325,229 | I | ↗ |
| 2025-02-03 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 3,713 | 9.57 | 35.5K | 4,331,394 | I | ↗ |
| 2025-01-31 | KAUFFMAN ROBERT I | Director | S-Sale | D | Class A Common Stock | 4,453 | 9.72 | 43.3K | 4,335,107 | I | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | McKeel Hagerty CEO | 850.0K | — | 1.70M | — | 617.1K | 39.9K | 3.21M | 53.01% | ↗ |
| 2 | 2024 | Patrick McClymont CFO | 575.0K | — | 1.76M | — | 521.8K | 38.9K | 2.89M | 60.73% | ↗ |
| 3 | 2024 | Paul Rehrig former President | 625.6K | 650.0K | 812.5K | — | — | 139.0K | 2.23M | 36.48% | ↗ |
| 4 | 2024 | Russell Page CIO | 650.0K | — | 487.5K | — | 442.4K | 37.7K | 1.62M | 30.14% | ↗ |
| 5 | 2023 | Paul Rehrig President | 650.0K | 650.0K | 812.5K | — | 438.8K | 33.5K | 2.58M | 31.43% | ↗ |
| 6 | 2023 | Paul Rehrig former President | 650.0K | 650.0K | 812.5K | — | 438.8K | 33.5K | 2.58M | 31.43% | ↗ |
| 7 | 2023 | McKeel Hagerty CEO | 850.0K | — | 700.0K | — | 765.0K | 64.5K | 2.38M | 29.42% | ↗ |
| 8 | 2023 | Patrick McClymont CFO | 575.0K | — | 1.01M | — | 646.9K | 37.9K | 2.27M | 44.41% | ↗ |
| 9 | 2022 | McKeel Hagerty CEO | 850.0K | — | 33.19M | — | — | 225.0K | 34.27M | 96.86% | ↗ |
| 10 | 2022 | Fred Turcotte Former CFO | 593.8K | — | 6.05M | — | — | 66.5K | 6.71M | 90.16% | ↗ |
| 11 | 2022 | Collette Champagne COO | 425.0K | — | 2.71M | — | 61.4K | 63.3K | 3.26M | 83.14% | ↗ |
| 12 | 2022 | Kelly Smith Former CSO | 380.7K | 1.50M | — | — | — | 540.1K | 2.42M | 0.00% | ↗ |
| 13 | 2022 | Paul Rehrig President | 650.0K | 650.0K | 814.5K | — | 140.8K | 54.3K | 2.31M | 35.27% | ↗ |
| 14 | 2022 | Barbara Matthews GC | 354.2K | — | 1.34M | — | 51.1K | 69.2K | 1.82M | 73.88% | ↗ |
| 15 | 2022 | Patrick McClymont CFO | 161.2K | 100.0K | 500.0K | — | 58.2K | 12.9K | 832.2K | 60.08% | ↗ |
| 16 | 2021 | McKeel Hagerty CEO | 839.6K | — | — | — | 2.81M | 195.5K | 3.85M | 0.00% | ↗ |
| 17 | 2021 | Kelly Smith Former CSO | 750.0K | 1.69M | — | — | — | 32.8K | 2.47M | 0.00% | ↗ |
| 18 | 2021 | Fred Turcotte Former CFO | 450.0K | — | — | — | 640.7K | 1.22M | 2.29M | 0.00% | ↗ |
| 19 | 2021 | Collette Champagne COO | 425.0K | — | — | — | 492.5K | 758.7K | 1.68M | 0.00% | ↗ |
| 20 | 2021 | Barbara Matthews GC | 300.0K | — | — | — | 289.9K | 563.7K | 1.15M | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| McKeel O. Hagerty | Chairman & Chief Executive Officer | 5M | male |
| Patrick S. McClymont | Chief Financial Officer | 2M | male |
| Russell Page | Chief Information Officer | 1M | male |
| Collette Champagne | Chief Human Resources Officer & Administrative Officer | 549.7K | female |
| Kenneth H. Ahn | President of Marketplace & Radius | — | male |
| Kevin Delaney | Chief Accounting Officer & Corporate Controller | — | male |
| Larry Webster | Senior Vice President of Hagerty Media | — | male |
| Marc Burns | Chief Marketing Officer | — | male |
| Matt Teshera | SVP of Marketing | — | male |
| Adam Evan Van Loon | Senior Vice President of Insurance Distribution | — | male |
| Shoba Menon | Senior Vice President of Talent | — | female |
| Diana Marie Chafey | Chief Legal Officer & Corporate Secretary | — | female |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for HGTY
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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