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Hagerty, Inc. (HGTY)

USD11.63 -0.62 (-5.06%)
US NYSE Financial Services Insurance - Property & Casualty
Address 121 Drivers Edge 49684-4203
Traverse City, MI, US
CEO McKeel O. Hagerty
IPO 2021-06-01
CIK 1840776 ISIN US4051661092

Explore sections of this company profile

Also trades on New York Stock Exchange · HGTY (USD) New York Stock Exchange · HGTY-WT (USD)
Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD11.63 -0.62 (-5.06%)
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Volume Profile
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Liquidity & share structure
Average Volume
167.8K
Beta
0.82
Float Shares
318.85M
Free Float %
92.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.10% +1.31% -9.62% -16.39% -26.80% -25.22% +6.80% +8.65% +3.08% +3.08% +3.08%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Hold
Price Targets & DCF
Current price
11.63
Low 13.00 +11.8%
Consensus 14.33 +23.2%
Median 15.00 +29.0%
High 15.00 +29.0%
DCF (Unlevered) 16.99 +46.1%
DCF (Levered) 24.57 +111.3%

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.

Ratings Trend (MoM) 38% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 1 0
Hold 4 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 3
14.33
+23.2%
All Time 3
14.33
+23.2%
Quality scores
Altman Z-Score
2.51
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* 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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.83) × ERP
WACC = 94% × Ke + 6% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 17.30 Current price: 11.63
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
175.47M
OE per share TTM
0.98
Owner's Yield
17.25%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
6.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
25
Total invested
49.56M
Insider transactions (90d)
0
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
25
-89 vs prev Q
New positions
5
Closed positions
93
Increased
10
Reduced
7
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 45 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
2.13
Bullish
Ratio by volume
1.69
Bullish
Buys
17
Sells
8
Shares acquired
316.5K
Shares disposed
187.5K
Cash buys
Cash sales
Net activity
+129,022
Insider buys vs sells (history) From To
Recent insider transactions From To
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

Top executives
EBIT / Employee
80.3K
Shares Outstanding
343.34M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-20 3
2026-04-15 SC 13D/A
2026-04-15 8-K
2026-04-08 4
2026-04-03 4

Executive team

NameTitleCompensationGender
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
ESG Rating
B
INSURANCE - PROPERTY & CASUALTY
2026
E (Environmental)
51.0 / 49.4
Company / Sector avg.
S (Social)
74.6 / 57.3
Company / Sector avg.
G (Governance)
67.9 / 59.8
Company / Sector avg.
ESG Total
64.5 / 55.5
Company / Sector avg.
ESG Score History INSURANCE - PROPERTY & CASUALTY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits