HGTYNYSEInsurance Agents, Brokers & ServiceFiscal year ends December 31
Hagerty, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$15.56+0.26 (+1.70%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
27.3%
94M of 344M shares
Institutional holders
127
21 new, 9 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
3 buys · 17 sales
Net sold $128.19M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Markel Group Inc. | 79,380,264 | 42.00% | 13D (active) amendment | Sep 11, 2026 |
| State Farm Mutual Automobile Insurance Company | 56,040,881 | 53.50% | 13D (active) amendment | Nov 4, 2025 |
| Polar Capital Funds PLC - Biotechnology Fund | 5,306,865 | 5.85% | 13G (passive) amendment | Jun 30, 2025 |
| T. Rowe Price Investment Management, Inc. | 5,225,442 | 5.70% | 13G (passive) | Sep 30, 2025 |
| Hagerty Holding Corp. | 155,914,656 | 56.50% | 13D (active) amendment | Sep 9, 2026 |
| Neuberger Berman Group LLC | 11,276,836 | 11.10% | 13G (passive) amendment | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HGTY | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 51,800,000 | 15.07% | $617.46M | – | 0.42% |
| Neuberger Berman Group LLC | 9,528,505 | 2.77% | $113.58M | +807,137 | 0.08% |
| T. Rowe Price Investment Management, Inc. | 6,088,981 | 1.77% | $72.58K | +448,501 | 0.05% |
| Polar Capital Holdings Plc | 6,000,000 | 1.75% | $71.52M | – | 0.17% |
| Pembroke Management, LTD | 3,405,852 | 0.99% | $40.60M | +1,667,846 | 2.88% |
| Markel Group Inc. | 3,108,000 | 0.90% | $35.90M | – | 0.27% |
| Vanguard Capital Management LLC | 1,928,492 | 0.56% | $22.99M | +60,919 | 0.00% |
| Greenhaven Road Investment Management, L.P. | 1,865,430 | 0.54% | $22.24M | −504,548 | 14.44% |
| Vanguard Portfolio Management LLC | 1,650,329 | 0.48% | $19.67M | +19,358 | 0.00% |
| Lincoln Capital LLC | 973,651 | 0.28% | $11.61M | +22,999 | 2.07% |
| BlackRock, Inc. | 718,484 | 0.21% | $8.56M | +28,391 | 0.00% |
| Royce & Associates LP | 525,000 | 0.15% | $6.26M | – | 0.05% |
| Geode Capital Management, LLC | 446,889 | 0.13% | $5.33M | +28,082 | 0.00% |
| Dimensional Fund Advisors LP | 374,615 | 0.11% | $4.47M | +103,269 | 0.00% |
| First Trust Advisors LP | 335,852 | 0.10% | $4.00M | New | 0.00% |
| Scholtz & Company, LLC | 308,405 | 0.09% | $3.68M | −17,100 | 1.84% |
| Morgan Stanley | 307,146 | 0.09% | $3.66M | +9,994 | 0.00% |
| Gillson Capital LP | 276,949 | 0.08% | $3.30K | +74,937 | 0.19% |
| State Street Corp | 264,359 | 0.08% | $3.15M | +30,571 | 0.00% |
| Vanguard Fiduciary Trust Co | 238,881 | 0.07% | $2.85M | +4,063 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 127 | 94M | 27.3% | 21 / 46 | 33 / 9 | 4M | 1M |
| Q1 2026 | 117 | 91M | 26.4% | 22 / 30 | 38 / 19 | 5M | 2M |
| Q4 2025 | 116 | 91M | 26.5% | 29 / 28 | 32 / 9 | 2M | 1M |
| Q3 2025 | 98 | 90M | 26.1% | 18 / 39 | 17 / 8 | 14M | 0M |
| Q2 2025 | 89 | 76M | 22.1% | 15 / 28 | 25 / 13 | 2M | 1M |
| Q1 2025 | 88 | 76M | 22.1% | 9 / 25 | 26 / 11 | 1M | 1M |
| Q4 2024 | 90 | 75M | 21.9% | 20 / 26 | 26 / 7 | 2M | 1M |
| Q3 2024 | 79 | 74M | 21.5% | 13 / 31 | 18 / 7 | 3M | 0M |
| Q2 2024 | 74 | 71M | 20.7% | 11 / 22 | 20 / 12 | 2M | 1M |
| Q1 2024 | 76 | 70M | 20.4% | 11 / 26 | 18 / 8 | 1M | 0M |
| Q4 2023 | 73 | 69M | 20.2% | 12 / 28 | 17 / 13 | 1M | 2M |
| Q3 2023 | 74 | 71M | 20.6% | 13 / 21 | 20 / 6 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of HGTY | Value | % of fund | As of |
|---|---|---|---|---|---|
| Neuberger Genesis Fund | 5,006,652 | 1.46% | $51.17M | 0.70% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 1,446,997 | 0.42% | $17.25M | 0.00% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,431,497 | 0.42% | $17.06M | 0.16% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 1,323,241 | 0.39% | $15.77M | 0.17% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,049,554 | 0.31% | $12.51M | 0.01% | Jun 30, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 692,510 | 0.20% | $8.25M | 0.16% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 602,623 | 0.18% | $7.18M | 0.02% | Jun 30, 2026 |
| Neuberger Berman Genesis Portfolio | 527,740 | 0.15% | $6.29M | 0.80% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 427,469 | 0.12% | $5.10M | 0.01% | Jun 30, 2026 |
| Neuberger Small-Mid Cap ETF | 304,875 | 0.09% | $3.12M | 1.38% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 188,705 | 0.05% | $1.93M | 0.00% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 174,838 | 0.05% | $1.79M | 0.01% | May 31, 2026 |
| Bridge Builder Tax Managed Small/Mid Cap Fund | 145,022 | 0.04% | $1.73M | 0.05% | Jun 30, 2026 |
| First Trust Small Cap Growth AlphaDEX Fund | 144,465 | 0.04% | $1.67M | 0.13% | Jul 31, 2026 |
| Column Small Cap Select Fund | 106,535 | 0.03% | $1.09M | 0.06% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| McKeel Hagerty | Chief Executive Officer, Director | 1,037,740 | 0.30% | Apr 3, 2026 |
| Kevin M. Delaney | Chief Accounting Officer | 83,972 | 0.02% | Jul 6, 2026 |
| Jeffrey Edward Briglia | President of Insurance | 157,135 | 0.05% | Jul 2, 2026 |
| Kenneth Ahn | President, Hagerty Marketplace | 177,115 | 0.05% | Apr 3, 2026 |
| Patrick McClymont | Chief Financial Officer | 336,794 | 0.10% | Apr 3, 2026 |
| Collette Champagne | CHRO and CAO | 270,207 | 0.08% | Apr 3, 2026 |
| Russell Andrew Page | Chief Information Officer | 131,743 | 0.04% | Apr 3, 2026 |
| Diana Chafey | Chief Legal Officer | 77,008 | 0.02% | Apr 3, 2026 |
| Robert I. Kauffman | Director | 753,270 | 0.22% | Sep 25, 2026 |
| Henrik Waersted Bjornstad | Director | 10,114 | 0.00% | Jul 2, 2026 |
| Anthony J. Kuczinski | Director | 68,648 | 0.02% | May 19, 2026 |
| Laurie Harris | Director | 36,689 | 0.01% | Apr 8, 2026 |
| Mika Salmi | Director | 54,173 | 0.02% | Apr 3, 2026 |
| Randall Houston Harbert | Director | 45,832 | 0.01% | Apr 3, 2026 |
| Michael R. Heaton | Director | 22,101 | 0.01% | Apr 3, 2026 |
| Sabrina Kay | Director | 54,173 | 0.02% | Apr 3, 2026 |
| William H. Swanson | Director | 468,573 | 0.14% | Apr 3, 2026 |
| F. Michael Crowley | Director | 42,302 | 0.01% | Apr 3, 2025 |
| Group Inc. Markel | 10% owner | 78,108,000 | 22.73% | Sep 14, 2026 |
| Holding Corp. Hagerty | 10% owner | 157,302,156 | 45.78% | Sep 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert I. Kauffman Director | Sep 24, 2026 | Gift | −74,000 | – | – | 674,097 |
| Group Inc. Markel 10% owner | Sep 11, 2026 | Conversion | +7,836,411 | – | – | 10,944,411 |
| Holding Corp. Hagerty 10% owner | Sep 11, 2026 | Conversion | +1,387,500 | – | – | 1,387,500 |
| Holding Corp. Hagerty 10% owner | Sep 11, 2026 | Sale | −1,387,500 | $11.47 | $15.91M | 0 |
| Holding Corp. Hagerty 10% owner | Sep 9, 2026 | Conversion | +9,250,000 | – | – | 9,250,000 |
| Holding Corp. Hagerty 10% owner | Sep 9, 2026 | Sale | −9,250,000 | $11.47 | $106.10M | 0 |
| Kevin M. Delaney Chief Accounting Officer | Jul 2, 2026 | Sale(10b5-1 plan) | −3,113 | $12.25 | $38.13K | 83,972 |
| Jeffrey Edward Briglia President of Insurance | Jul 1, 2026 | Tax withholding | −4,892 | $12.06 | $59.00K | 157,135 |
| Henrik Waersted Bjornstad Director | Jul 1, 2026 | Award | +10,114 | – | – | 10,114 |
| Kevin M. Delaney Chief Accounting Officer | Jul 1, 2026 | Tax withholding | −2,525 | $12.06 | $30.45K | 87,085 |
| Kevin M. Delaney Chief Accounting Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −9,440 | $12.10 | $114.22K | 89,610 |
| Kevin M. Delaney Chief Accounting Officer | Jun 30, 2026 | Sale(10b5-1 plan) | −905 | $12.01 | $10.87K | 99,050 |
| Anthony J. Kuczinski Director | May 15, 2026 | Buy | +9,500 | $10.46 | $99.37K | 68,648 |
| Laurie Harris Director | Apr 7, 2026 | Sale(10b5-1 plan) | −5,531 | $11.01 | $60.90K | 36,689 |
| Patrick McClymont Chief Financial Officer | Apr 2, 2026 | Award | +962 | $10.13 | $9.75K | 336,794 |
| Diana Chafey Chief Legal Officer | Apr 2, 2026 | Award | +1,165 | $10.13 | $11.80K | 77,008 |
| Robert I. Kauffman Director | Apr 1, 2026 | Award | +11,871 | – | – | 79,173 |
| Collette Champagne CHRO and CAO | Apr 1, 2026 | Tax withholding | −28,278 | $10.66 | $301.44K | 270,207 |
| Collette Champagne CHRO and CAO | Apr 1, 2026 | Award | +23,742 | – | – | 298,485 |
| Randall Houston Harbert Director | Apr 1, 2026 | Award | +11,871 | – | – | 45,832 |
| William H. Swanson Director | Apr 1, 2026 | Award | +11,871 | – | – | 54,173 |
| Laurie Harris Director | Apr 1, 2026 | Award | +11,871 | – | – | 42,220 |
| Sabrina Kay Director | Apr 1, 2026 | Award | +11,871 | – | – | 54,173 |
| Mika Salmi Director | Apr 1, 2026 | Award | +11,871 | – | – | 54,173 |
| Michael R. Heaton Director | Apr 1, 2026 | Award | +11,871 | – | – | 22,101 |
| Patrick McClymont Chief Financial Officer | Apr 1, 2026 | Tax withholding | −32,388 | $10.66 | $345.26K | 335,832 |
| Patrick McClymont Chief Financial Officer | Apr 1, 2026 | Award | +54,013 | – | – | 368,220 |
| Kenneth Ahn President, Hagerty Marketplace | Apr 1, 2026 | Tax withholding | −9,627 | $10.66 | $102.62K | 127,115 |
| Kenneth Ahn President, Hagerty Marketplace | Apr 1, 2026 | Award | +23,149 | – | – | 136,742 |
| Kevin M. Delaney Chief Accounting Officer | Apr 1, 2026 | Award | +17,614 | – | – | 108,411 |
| Kevin M. Delaney Chief Accounting Officer | Apr 1, 2026 | Tax withholding | −8,456 | $10.66 | $90.14K | 99,955 |
| Diana Chafey Chief Legal Officer | Apr 1, 2026 | Award | +23,742 | – | – | 80,676 |
| Diana Chafey Chief Legal Officer | Apr 1, 2026 | Tax withholding | −4,833 | $10.66 | $51.52K | 75,843 |
| Anthony J. Kuczinski Director | Apr 1, 2026 | Award | +11,871 | – | – | 59,148 |
| Jeffrey Edward Briglia President of Insurance | Apr 1, 2026 | Tax withholding | −9,899 | $10.66 | $105.52K | 162,027 |
| Jeffrey Edward Briglia President of Insurance | Apr 1, 2026 | Award | +46,297 | – | – | 171,926 |
| Russell Andrew Page Chief Information Officer | Apr 1, 2026 | Tax withholding | −11,146 | $10.66 | $118.82K | 131,743 |
| Russell Andrew Page Chief Information Officer | Apr 1, 2026 | Award | +30,865 | – | – | 142,889 |
| McKeel Hagerty Chief Executive Officer, Director | Apr 1, 2026 | Tax withholding | −82,868 | $10.66 | $883.37K | 1,037,740 |
| Anthony J. Kuczinski Director | Mar 12, 2026 | Buy | +4,000 | $9.50 | $38.00K | 47,277 |
| Anthony J. Kuczinski Director | Mar 3, 2026 | Buy | +15,000 | $10.72 | $160.80K | 43,277 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 26, 2026 | Conversion | +50,000 | – | – | 50,000 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 26, 2026 | Sale(10b5-1 plan) | −50,000 | $12.41 | $620.50K | 0 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 20, 2026 | Conversion | +50,000 | – | – | 50,000 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 20, 2026 | Sale(10b5-1 plan) | −50,000 | $12.55 | $627.50K | 0 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 12, 2026 | Sale(10b5-1 plan) | −50,000 | $12.86 | $643.00K | 0 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 12, 2026 | Conversion | +50,000 | – | – | 50,000 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 9, 2026 | Sale(10b5-1 plan) | −1,350 | $13.25 | $17.89K | 0 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 9, 2026 | Conversion | +1,350 | – | – | 1,350 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 7, 2026 | Conversion | +24,247 | – | – | 24,247 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 7, 2026 | Sale(10b5-1 plan) | −24,247 | $13.08 | $317.15K | 0 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 6, 2026 | Conversion | +10,883 | – | – | 10,883 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 6, 2026 | Sale(10b5-1 plan) | −10,883 | $12.85 | $139.85K | 0 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 5, 2026 | Conversion | +164,870 | – | – | 164,870 |
| Kenneth Ahn President, Hagerty Marketplace | Jan 5, 2026 | Sale(10b5-1 plan) | −164,870 | $12.79 | $2.11M | 0 |
| Robert I. Kauffman Director | Dec 22, 2025 | Gift | −150,000 | – | – | 748,097 |
| Kenneth Ahn President, Hagerty Marketplace | Dec 15, 2025 | Conversion | +100,000 | – | – | 100,000 |
| Kenneth Ahn President, Hagerty Marketplace | Dec 15, 2025 | Sale(10b5-1 plan) | −100,000 | $12.80 | $1.28M | 0 |
| Robert I. Kauffman Director | Oct 27, 2025 | Sale(10b5-1 plan) | −15,270 | $11.12 | $169.80K | 898,097 |
| Robert I. Kauffman Director | Oct 24, 2025 | Sale(10b5-1 plan) | −14,731 | $11.16 | $164.40K | 913,367 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kevin M. Delaney Officer | Jul 2, 2026 | 3,113 | $38.13K | Jul 2, 2026 | Restricted Stock Vesting |
| Kevin M. Delaney Officer | Jul 1, 2026 | 9,440 | $114.22K | Jul 1, 2026 | Restricted Stock Vesting |
| Kevin M. Delaney Officer | Jun 30, 2026 | 905 | $10.87K | Jun 30, 2026 | Restricted Stock Vesting |
| Laurie Harris Director | Apr 7, 2026 | 5,531 | $60.87K | Apr 7, 2026 | Restricted Stock Vesting |
| Kenneth Ahn Officer | Jan 26, 2026 | 50,000 | $620.35K | Jan 26, 2026 | Merger |
| Kenneth Ahn Officer | Jan 20, 2026 | 50,000 | $627.32K | Jan 20, 2026 | Merger |
| Kenneth Ahn Officer | Jan 12, 2026 | 50,000 | $643.04K | Jan 12, 2026 | Merger |
| Kenneth Ahn Officer | Jan 9, 2026 | 1,350 | $17.89K | Jan 9, 2026 | Merger |
| Kenneth Ahn Officer | Jan 7, 2026 | 24,247 | $317.16K | Jan 7, 2026 | Merger |
| Kenneth Ahn Officer | Jan 6, 2026 | 10,883 | $139.85K | Jan 6, 2026 | Merger |
| Kenneth Ahn Officer | Jan 5, 2026 | 164,870 | $2.11M | Jan 5, 2026 | Merger |
| Kenneth Ahn Officer | Dec 15, 2025 | 100,000 | $1.28M | Dec 15, 2025 | Merger |
| I. Kauffman Robert Director | Oct 27, 2025 | 15,270 | $169.80K | Oct 27, 2025 | Per the 8-K filed in December 2021 announcing the business combination with Hagerty, Aldel LLC acquired the stock as a part of the connected PIPE financing |
| I. Kauffman Robert Director | Oct 24, 2025 | 14,731 | $164.40K | Oct 24, 2025 | Per the 8-K filed in December 2021 announcing the business combination with Hagerty, Aldel LLC acquired the stock as a part of the connected PIPE financing |
| I. Kauffman Robert Director | Oct 23, 2025 | 15,000 | $166.80K | Oct 23, 2025 | Per the 8-K filed in December 2021 announcing the business combination with Hagerty, Aldel LLC acquired the stock as a part of the connected PIPE financing |